Topics covered: Regulatory and Loan Growth Headwinds, Regionals Put Liquidity to Work, Outperformance and Heated Valuations for Texas Banking, A Surge in M&A Deals
Companies covered: Solera Holdings, Inc. (NYSE:SLH), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Walmart Inc. (NYSE:WMT), Western Alliance Bancorporation (NYSE:WAL), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), J P Morgan Chase & Co (NYSE:JPM), International Bancshares Corporation (NASDAQ:IBOC), Glacier Bancorp, Inc. (NASDAQ:GBCI), CVB Financial Corporation (NASDAQ:CVBF), Comerica Incorporated (NYSE:CMA), CoBiz Financial Inc. (NASDAQ:COBZ), City Holding Company (NASDAQ:CHCO), Zions Bancorporation (NASDAQ:ZION), Whitney Holding Corp., Westamerica Bancorporation (NASDAQ:WABC), United Bankshares, Inc. (NASDAQ:UBSI), SunTrust Banks, Inc. (NYSE:STI), Sterling Bancshares Inc., Pacific Premier Bancorp Inc (NASDAQ:PPBI), PacWest Bancorp (NASDAQ:PACW), Marshall & Ilsley Corporation, First Pactrust Bancorp Inc., City National Corporation (NYSE:CYN), Columbia Banking System, Inc. (NASDAQ:COLB), Washington Federal Inc., Umpqua Holdings Corporation (NASDAQ:UMPQ), Prosperity Bancshares Inc., Nara Bancorp Inc., First Financial Bancorp. (NASDAQ:FFBC), East West Bancorp, Inc. (NASDAQ:EWBC), Center Financial Corporation, Cullen/Frost Bankers, Inc. (NYSE:CFR), Bank of Hawaii Corporation (NYSE:BOH), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Iron Mountain Incorporated (NYSE:IRM), Genpact Limited (NYSE:G), Fiserv, Inc. (NYSE:FISV), Fidelity National Information Services, Inc. (NYSE:FIS), ExlService Holdings, Inc. (NASDAQ:EXLS), Convergys Corporation (NYSE:CVG), Accenture plc. (NYSE:ACN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Vectren Corporation (NYSE:VVC)
Topics covered: Plays on the Employment Theme, Larger IT Systems Upgrades, IT and BPO Stocks Recovery, Cloud Computing and SaaS Trends
Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), CTPartners Executive Search Inc. (AMEX:CTP), Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), Navigant Consulting, Inc. (NYSE:NCI), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Huron Consulting Group Inc. (NASDAQ:HURN), Heidrick & Struggles International, Inc. (NASDAQ:HSII), FTI Consulting, Inc. (NYSE:FCN), Corporate Executive Board Co., Charles River Laboratories International, Inc. (NYSE:CRL), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Xerox Corporation (NYSE:XRX), Sapient Corporation (NASDAQ:SAPE), Perficient, Inc. (NASDAQ:PRFT), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Computer Sciences Corporation (NYSE:CSC), Ciber, Inc. (NYSE:CBR), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), Mitsubishi UFJ Financial Group Inc (NYSE:MTU), General Motors Company (NYSE:GM), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), Vmware, Inc. (NYSE:VMW), Tech Data Corporation (NASDAQ:TECD), Synnex Corporation (NYSE:SNX), Pitney Bowes Inc. (NYSE:PBI), NetApp, Inc. (NASDAQ:NTAP), Ingram Micro Inc. (NYSE:IM), IBM (International Business Machines Corp.) (NYSE:IBM), EMC Corporation (NYSE:EMC), Eastman Kodak Co., Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Websense, Inc., Tibco Software Inc., Teradata Corporation (NYSE:TDC), Symantec Corporation (NASDAQ:SYMC), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Novell Inc., Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Intuit Inc. (NASDAQ:INTU), Salesforce.com Inc (NYSE:CRM), Viewpoint Financial Group, Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Riverbed Technology, Inc. (NASDAQ:RVBD), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), F5 Networks, Inc. (NASDAQ:FFIV), Blue Coat Systems Inc., Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Pansoft Company Limited, Jack Henry & Associates, Inc. (NASDAQ:JKHY), Telestone Technologies Corp., Advent Software, Inc. (NASDAQ:ADVS), iGo, Inc., Omnicell, Inc. (NASDAQ:OMCL), eFuture Information Technology Inc. (NASDAQ:EFUT), Lionbridge Technologies, Inc. (NASDAQ:LIOX)
Topics covered: Technology Adoption and Infrastructure Investments, Shift to Intermodal and Air Freight, Regulatory Issues in the Trucking Industry, Improved Margins Among Freight Carriers
Companies covered: Boyd Gaming Corporation (NYSE:BYD), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), YRC Worldwide, Inc. (NASDAQ:YRCW), United Parcel Service, Inc. (NYSE:UPS), Universal Truckload Services, Inc. (NASDAQ:UACL), Saia, Inc. (NASDAQ:SAIA), Landstar System, Inc. (NASDAQ:LSTR), Heartland Express, Inc. (NASDAQ:HTLD), FedEx Corporation (NYSE:FDX), Arkansas Best Corp., Werner Enterprises, Inc. (NASDAQ:WERN), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Canadian Solar Inc. (NASDAQ:CSIQ), Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Suntech Power Holdings Co. Ltd, SunPower Corporation, Solar Power, Inc., LDK Solar Co.Ltd., JA Solar Holdings, Co., Ltd. (NASDAQ:JASO), First Solar, Inc. (NASDAQ:FSLR), Con-way Inc. (NYSE:CNW), Old National Bancorp (NASDAQ:ONB), StealthGas, Inc. (NASDAQ:GASS), Air Transport Services Group, Inc (NASDAQ:ATSG), Clean Diesel Technologies, Inc. (NASDAQ:CDTI), Amazon.com, Inc. (NASDAQ:AMZN), Norfolk Southern Corporation (NYSE:NSC), Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), USA Truck, Inc. (NASDAQ:USAK), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., CSX Corporation (NYSE:CSX), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Burlington Northern Santa Fe C, Atlas Air Worldwide Holdings (NASDAQ:AAWW), Genesee & Wyoming, Inc. (NYSE:GWR), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Ship Finance International Limited (NYSE:SFL)
Topics covered: Undervalued Asian Companies, Investing in Brazil, Focusing on Real Assets, China's Domestic Markets
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Bank Of Montreal (NYSE:BMO), Ralph Lauren Corporation (NYSE:RL)
Topics covered: The Rise of the Energy Efficiency Market, Solar Growth Drivers and Headwinds, Long-Term Opportunities in Emerging Markets, LED Adoption in Large-Scale Projects
Companies covered: TAM S.A., Gol Linhas Aereas Inteligentes S.A. (NYSE:GOL), Copa Holdings, S.A. (NYSE:CPA), Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR), Atlas Air Worldwide Holdings (NASDAQ:AAWW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., Norfolk Southern Corporation (NYSE:NSC), Hub Group, Inc. (NASDAQ:HUBG), FedEx Corporation (NYSE:FDX), Broadcom Corporation (NASDAQ:BRCM), Aixtron SE (NASDAQ:AIXG), Zoran Corp., Veeco Instruments Inc. (NASDAQ:VECO), Synaptics Incorporated (NASDAQ:SYNA), SanDisk Corporation (NASDAQ:SNDK), Sigma Designs, Inc. (NASDAQ:SIGM), Rubicon Technology, Inc. (NASDAQ:RBCN), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Intel Corporation (NASDAQ:INTC), Entropic Communications, Inc. (NASDAQ:ENTR), DSP Group, Inc. (NASDAQ:DSPG), Cree, Inc. (NASDAQ:CREE), Atheros Communications Inc., Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Siemens AG (OTCMKTS:SIEGY), Paragon Offshore plc (NYSE:PGN), First Solar, Inc. (NASDAQ:FSLR), Duke Energy Corporation (NYSE:DUK), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Volterra Semiconductor Corpora, Texas Instruments Incorporated (NASDAQ:TXN), Silicon Laboratories, Inc. (NASDAQ:SLAB), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Microsoft Corporation (NASDAQ:MSFT), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Juniper Networks, Inc. (NYSE:JNPR), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Alcatel Lucent (NYSE:ALU), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Seagate Technology. (NASDAQ:STX), IBM (International Business Machines Corp.) (NYSE:IBM), Ener1, Inc., Ford Motor Company (NYSE:F), Active Power, Inc. (NASDAQ:ACPW)
