Topics covered: Enterprise Social Software Adoption, Data Center Network Convergence, Cloud Computing Trends
Companies covered: Wabco Holdings Inc. (NYSE:WBC), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Cummins Inc. (NYSE:CMI), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Broadcom Corporation (NASDAQ:BRCM), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), LSI Corporation, Intel Corporation (NASDAQ:INTC), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Dot Hill Systems Corporation (NASDAQ:HILL), Hitachi Ltd., EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Citrix Systems, Inc. (NASDAQ:CTXS), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), SAP SE (NYSE:SAP), QUALCOMM Incorporated (NASDAQ:QCOM), Paychex, Inc. (NASDAQ:PAYX), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), CBS Corporation (NYSE:CBS), Alcatel Lucent (NYSE:ALU), USG Corporation (NYSE:USG), Toll Brothers Inc. (NYSE:TOL), PulteGroup, Inc. (NYSE:PHM), Procter & Gamble Company (The) (NYSE:PG), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Masco Corporation (NYSE:MAS), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), GE Aerospace (General Electric Company) (NYSE:GE), D.R. Horton, Inc. (NYSE:DHI), Armstrong World Industries Inc (NYSE:AWI), RPM International Inc. (NYSE:RPM)
Topics covered: Strong End Markets for Building Products, New versus Resale Homes, Infrastructure Build in Emerging Markets
Companies covered: Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Hitachi Ltd., WESCO International, Inc. (NYSE:WCC), Terex Corporation (NYSE:TEX), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), MSC Industrial Direct Company, Inc. (NYSE:MSM), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), Anixter International Inc. (NYSE:AXE), Cintas Corporation (NASDAQ:CTAS), Willbros Group, Inc. (NYSE:WG), Verizon Communications Inc. (NYSE:VZ), URS Corp., AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), AECOM (NYSE:ACM), Broadcom Corporation (NASDAQ:BRCM), Vmware, Inc. (NYSE:VMW), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Texas Industries Inc., Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Joy Global, Inc., Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Standard Pacific Corp (NYSE:SPF), PulteGroup, Inc. (NYSE:PHM), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Federal-Mogul Holdings Corporation (NASDAQ:FDML), Beazer Homes USA, Inc. (NYSE:BZH), General Steel Holdings, Inc. (NYSE:GSI), India Globalization Capital Inc. (AMEX:IGC), Toll Brothers Inc. (NYSE:TOL), Armstrong World Industries Inc (NYSE:AWI)
Topics covered: U.S. Energy Infrastructure Build Out, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Vanguard Natural Resources LLC (NASDAQ:VNR), Pioneer Natural Resources Company (NYSE:PXD), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), EV Energy Partners, L.P. (NASDAQ:EVEP), Chesapeake Energy Corporation (NYSE:CHK), Baker Hughes (NASDAQ:BKR), Apache Corporation (NASDAQ:APA), Harry Winston Diamond Corporat, Cameco Corporation (NYSE:CCJ), Tel-Instrument Electronics Corp. (AMEX:TIK), Kinder Morgan Energy Partners
Topics covered: The Uranium Market Post-Fukushima, Platinum Group Metals' Automotive Demand Stays Steady, Industrial and Investment Demand Forecast for Silver, India and China Grow Diamond Values
Companies covered: Penn Virginia Resource Partner, Plains All American Pipeline, L.P. (NYSE:PAA), ONEOK Partners, L.P. (NYSE:OKS), Inergy LP, NiSource, Inc (NYSE:NI), Targa Resources Partners LP (NYSE:NGLS-A), MarkWest Energy Partners, LP (NYSE:MWE), Kinder Morgan Energy Partners, Enterprise Products Partners L.P. (NYSE:EPD), DCP Midstream Partners, LP (NYSE:DPM), Duncan Energy Partners LP, Copano Energy LLC, CenterPoint Energy, Inc. (NYSE:CNP), Buckeye Partners L.P. (NYSE:BPL), Silver Standard Resources Inc. (NASDAQ:SSRI), Silver Wheaton Corp (NYSE:SLW), Goldcorp Inc. (NYSE:GG), Barrick Mining Corp. (NYSE:B), Haynes International, Inc. (NASDAQ:HAYN), Uranium Resources, Inc. (NASDAQ:URRE), United States Antimony Corporation (NYSEAMERICAN:UAMY), Metalline Mining Co.
Topics covered: Natural Resources & Technology, Large Cap Growth-Oriented Investing, Investing in Energy, Investing in Asia, Globalization of Health Care
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Whirlpool Corporation (NYSE:WHR), Schlumberger N.V. (NYSE:SLB), Procter & Gamble Company (The) (NYSE:PG), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), Macy's Inc (NYSE:M), HP Inc (NYSE:HPQ), Halliburton Company (NYSE:HAL), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), GE Aerospace (General Electric Company) (NYSE:GE), Dow Inc. (NYSE:DOW), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), Cummins Inc. (NYSE:CMI), Colgate-Palmolive Company (NYSE:CL), CBS Corporation (NYSE:CBS), Chicago Bridge & Iron Company N.V. (NYSE:CBI), Caterpillar, Inc. (NYSE:CAT), Cardinal Health, Inc. (NYSE:CAH), Bristol-Myers Squibb Company (NYSE:BMY), Baker Hughes (NASDAQ:BKR), Baxter International Inc. (NYSE:BAX), Walgreen Co., Toyota Motor Corp Ltd Ord (NYSE:TM), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Oracle Corporation (NYSE:ORCL), Myriad Genetics, Inc. (NASDAQ:MYGN), CarMax Inc (NYSE:KMX), Intuitive Surgical, Inc. (NASDAQ:ISRG), Ford Motor Company (NYSE:F), Cree, Inc. (NASDAQ:CREE), Core Laboratories N.V. (NYSE:CLB), Bio-Rad Laboratories, Inc. (NYSE:BIO), United Technologies Corporation (NYSE:UTX), IBM (International Business Machines Corp.) (NYSE:IBM), General Mills, Inc. (NYSE:GIS), Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC)
