Topics covered: Prison Privatization Trends, Growth Opportunities in Data Security, A Pickup in Aftermarket and OEM Production
Companies covered: Williams Partners LP (NYSE:WPZ), Spectra Energy Partners, LP (NYSE:SEP), Regency Energy Partners LP, Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), El Paso Pipeline Partners, L.P, Enterprise Products Partners L.P. (NYSE:EPD), Iron Mountain Incorporated (NYSE:IRM), Geo Group Inc (The) (NYSE:GEO), Corrections Corporation of America (NYSE:CXW), Cintas Corporation (NASDAQ:CTAS), United Stationers Inc. (NASDAQ:USTR), Unifirst Corporation (NYSE:UNF), Staples, Inc. (NASDAQ:SPLS), Office Depot, Inc. (NASDAQ:ODP), Nash Finch Co., G&K Services Inc., Core-Mark Holding Company, Inc. (NASDAQ:CORE), Checkpoint Systms, Inc. (NYSE:CKP), Titanium Metals Corp., RTI International Metals, Inc. (NYSE:RTI), Hexcel Corporation (NYSE:HXL), GE Aerospace (General Electric Company) (NYSE:GE), Boeing Company (The) (NYSE:BA), Aerosonic Corp., Sparton Corporation (NYSE:SPA)
Topics covered: Sustainable Investing, Social Responsible Investment Decisions, High Long-term Investment Returns, Absolute-Return Approach
Companies covered: Total SA (ADR) (NYSE:TOT), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Johnson & Johnson (NYSE:JNJ), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Chevron Corporation (NYSE:CVX), Bristol-Myers Squibb Company (NYSE:BMY), Abbott Laboratories (NYSE:ABT), Walmart Inc. (NYSE:WMT), Whole Foods Market, Inc., Tiffany & Co. (NYSE:TIF), Home Depot, Inc. (The) (NYSE:HD), Halliburton Company (NYSE:HAL), GE Aerospace (General Electric Company) (NYSE:GE), BP p.l.c. (NYSE:BP), American Water Works (NYSE:AWK), John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS), Gaiam, Inc. (NASDAQ:GAIA), Comcast Corporation (NASDAQ:CMCSA), Charter Communications, Inc. (NASDAQ:CHTR), Williams Companies, Inc. (The) (NYSE:WMB), Time Warner Cable Inc (NYSE:TWC), Atlas Pipeline Partners, L.P. (NYSE:APL), Atlas Pipeline Holdings LP, Procter & Gamble Company (The) (NYSE:PG), Canadian National Railway Company (NYSE:CNI), Church & Dwight Company, Inc. (NYSE:CHD), Apple Inc. (NASDAQ:AAPL), Yahoo! Inc. (NASDAQ:YHOO), LendingTree, Inc. (NASDAQ:TREE), Sony Corp Ord (NYSE:SNE), QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Live Nation Entertainment, Inc. (NYSE:LYV), LG Display Co., Ltd. (NYSE:LPL), Kaman Corporation (NYSE:KAMN), ITT Corporation (NYSE:ITT), Interval Leisure Group, Inc. (NASDAQ:IILG), InterDigital, Inc. (NASDAQ:IDCC), IAC/InterActiveCorp (NASDAQ:IAC), HSN, Inc. (NASDAQ:HSNI), Genuine Parts Company (NYSE:GPC), Alphabet Inc (NASDAQ:GOOG), DG FastChannel, Inc., Boeing Company (The) (NYSE:BA), Applied Industrial Technologies, Inc. (NYSE:AIT)
Topics covered: Internet Advertising Trend To Personalization, E-Commerce Valuations and the Impact of Social Networking, Chinese Internet Company Valuation Growth and Fundamentals
Companies covered: International Absorbents Inc., Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Perfect World Co., Ltd. (NASDAQ:PWRD), Alphabet Inc (NASDAQ:GOOG), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), United Therapeutics Corporation (NASDAQ:UTHR), Sanofi (NYSE:SNY), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), Human Genome Sciences Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Dendreon Corp., Bristol-Myers Squibb Company (NYSE:BMY), Apple Inc. (NASDAQ:AAPL), Akamai Technologies, Inc. (NASDAQ:AKAM), Yahoo! Inc. (NASDAQ:YHOO), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), GSI Commerce Inc., Dolby Laboratories (NYSE:DLB), Teva Pharmaceutical Industries Limited (NYSE:TEVA), SIGA Technologies Inc. (NASDAQ:SIGA), Seattle Genetics, Inc. (NASDAQ:SGEN), PDL BioPharma, Inc. (NASDAQ:PDLI), Pharmacyclics, Inc. (NASDAQ:PCYC), Cubist Pharmaceuticals Inc., AstraZeneca PLC (NASDAQ:AZN), Pacific Ethanol, Inc. (NASDAQ:PEIX), Telik Inc., Commtouch Software Ltd., Sify Technologies Limited (NASDAQ:SIFY), HSW International, Inc.
Topics covered: Renewed Focus on Biotech and Pharmaceutical Acquisitions, Biotech IPOs in 2011 and Impact On Valuation, Biotech in the Midst of a New-Product Cycle
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), ValueClick Inc., Omnicom Group Inc. (NYSE:OMC), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), Walmart Inc. (NYSE:WMT), VeriSign, Inc. (NASDAQ:VRSN), Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Theravance, Inc. (NASDAQ:THRX), Sanofi (NYSE:SNY), Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Global Sources Ltd. (NASDAQ:GSOL), Depomed, Inc. (NASDAQ:DEPO), Optimer Pharmaceuticals, Inc., OncoGenex Pharmaceuticals Inc. (NASDAQ:OGXI)
