Topics covered: Value-Oriented Investing, Structured Investments in China, Overview of the Chinese Market, China's Emerging Markets
Companies covered: WESCO International, Inc. (NYSE:WCC), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), GE Aerospace (General Electric Company) (NYSE:GE), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Eaton Corporation, PLC (NYSE:ETN), Dresser-Rand Group Inc. (NYSE:DRC), Donaldson Company, Inc. (NYSE:DCI), Baldor Electric Co., Anixter International Inc. (NYSE:AXE), Smith (A.O.) Corporation (NYSE:AOS), Acorn Energy, Inc. (NASDAQ:ACFN), Exxon Mobil Corporation (NYSE:XOM), Vulcan Materials Company (NYSE:VMC), Questar Corporation (NYSE:STR), Plum Creek Timber Company, Inc. (NYSE:PCL), Potlatch Corporation (NASDAQ:PCH), Novo Nordisk A/S (NYSE:NVO), Martin Marietta Materials, Inc. (NYSE:MLM), MDU Resources Group, Inc. (NYSE:MDU), Leucadia National Corporation (NYSE:LUK), Heico Corporation (NYSE:HEI), FirstEnergy Corporation (NYSE:FE), Entergy Corporation (NYSE:ETR), Comstock Resources, Inc. (NYSE:CRK), Compass Diversified Holdings (NYSE:CODI), AGL Resources Inc., Baidu, Inc. (NASDAQ:BIDU), HP Inc (NYSE:HPQ), General Motors Company (NYSE:GM)
Topics covered: Vehicle Retention Trends, Strong Fundamentals in the Automotive Aftermarket, Electric Vehicles and Green Technology, Consolidation Among Auto Parts Companies
Companies covered: ZOLL Medical Corp., Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), Baxter International Inc. (NYSE:BAX), Abbott Laboratories (NYSE:ABT), Kennametal Inc. (NYSE:KMT), Asbury Automotive Group Inc (NYSE:ABG)
Topics covered: Spotlight on Capital and Credit, Regulatory Reform Uncertainty, Regional Bank Outperformance, Heightened M&A Activity, Demutualization and MHC Conversion Opportunities
Companies covered: Beneficial Bancorp, Inc. (NASDAQ:BNCL), AmTrust Financial Services, Inc. (NASDAQ:AFSI), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Orrstown Financial Services Inc (NASDAQ:ORRF), New York Community Bancorp Inc, Fulton Financial Corporation (NASDAQ:FULT), WSFS Financial Corporation (NASDAQ:WSFS), Wilmington Trust Corporation, Virginia Commerce Bancorp Inc., Union Bankshares, Inc. (NASDAQ:UNB), United Bankshares, Inc. (NASDAQ:UBSI), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), StellarOne Corporation, Sandy Spring Bancorp, Inc. (NASDAQ:SASR), M&T Bank Corporation (NYSE:MTB), First Community Bancshares, Inc. (NASDAQ:FCBC), Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), National Penn Bancshares, Inc. (NASDAQ:NPBC), Hudson City Bancorp, Inc. (NASDAQ:HCBK), F.N.B. Corporation (NYSE:FNB), Flushing Financial Corporation (NASDAQ:FFIC), Astoria Financial Corporation (NYSE:AF), OceanFirst Financial Corp. (NASDAQ:OCFC), Newport Bancorp Inc., Valley National Bancorp (NYSE:VLY), Siemens AG (OTCMKTS:SIEGY), Provident Financial Services, Inc (NYSE:PFS), Provident New York Bancorp, First Niagara Financial Group Inc. (NASDAQ:FNFG), Dime Community Bancshares, Inc. (NASDAQ:DCOM), Center Bancorp Inc., Bryn Mawr Bank Corporation (NASDAQ:BMTC), Tower Bancorp Inc., The Bancorp, Inc. (NASDAQ:TBBK), People's United Financial, Inc. (NASDAQ:PBCT), Oritani Financial Corp. (NASDAQ:ORIT), Investors Bancorp, Inc. (NASDAQ:ISBC), First Commonwealth Financial Corporation (NYSE:FCF), Meridian Bancorp, Inc. (NASDAQ:EBSB), Danvers Bancorp Inc., Northern Dynasty Minerals, Ltd. (AMEX:NAK)
Topics covered: Volume and Pricing Returns for Waste Management, Investing in Water Scarcity Solutions, Industrial Production Growth in 2011, Increased CapEx and Aftermarket Business, Automation Use Among Smaller Manufacturers
Companies covered: Boston Private Financial Holdings, Inc. (NASDAQ:BPFH), Wilmington Trust Corporation, Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), Marshall & Ilsley Corporation, Huntington Bancshares Incorporated (NASDAQ:HBAN), First Horizon National Corporation (NYSE:FHN), Bank Of Montreal (NYSE:BMO), Chart Industries, Inc. (NASDAQ:GTLS), Astec Industries, Inc. (NASDAQ:ASTE), Apogee Enterprises, Inc. (NASDAQ:APOG), Watsco, Inc. (NYSE:WSO), Praxair, Inc. (NYSE:PX), Quanta Services, Inc. (NYSE:PWR), Pool Corporation (NASDAQ:POOL), PolyOne Corporation (NYSE:POL), Lincoln Electric Holdings, Inc. (NASDAQ:LECO), Beacon Power Corporation, Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), Smith (A.O.) Corporation (NYSE:AOS), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), Nalco Holding Co., ITT Corporation (NYSE:ITT), Danaher Corporation (NYSE:DHR), Bridge Bancorp, Inc. (NASDAQ:BDGE), Arotech Corporation (NASDAQ:ARTX), Enersys (NYSE:ENS), Graham Corporation (NYSE:GHM), Exide Technologies, China Ceramics Co., Ltd. (NASDAQ:CCCL)
Topics covered: Tax-efficient Investment Strategies, Quantitative Growth-Oriented Investing, Niche Companies, Large Cap Value Investing
Companies covered: Walter Energy, Inc. (NYSE:WLT), Massey Energy Co., Dominion Energy, Inc. (NYSE:D), CONSOL Energy Inc. (NYSE:CNX), Peabody Energy Corporation (NYSE:BTU), BHP Billiton Limited (NYSE:BHP), Alpha Natural Resources, Inc. (OTCMKTS:ANRZQ), Arch Coal, Inc. (NYSE:ACI), Standard Parking Corp., QUALCOMM Incorporated (NASDAQ:QCOM), Neenah Paper, Inc. (NYSE:NP), Nokia Corporation (NYSE:NOK), Minerals Technologies Inc. (NYSE:MTX), Macquarie Infrastructure Company LLC (NYSE:MIC), Measurement Specialties Inc., Kaman Corporation (NYSE:KAMN), InterDigital, Inc. (NASDAQ:IDCC), CPI Corp., Compass Diversified Holdings (NYSE:CODI), Applied Materials, Inc. (NASDAQ:AMAT), Varian Medical Systems, Inc. (NYSE:VAR), The McGraw-Hill Companies, Inc, Medtronic, Inc. (NYSE:MDT), Meredith Corporation (NYSE:MDP), Linear Technology Corporation (NASDAQ:LLTC), GlaxoSmithKline PLC (NYSE:GSK), Avon Products, Inc. (NYSE:AVP), Freeport-McMoran, Inc. (NYSE:FCX), Edwards Lifesciences Corporation (NYSE:EW), Deere & Company (NYSE:DE), AutoZone, Inc. (NYSE:AZO)
