Topics covered: Regulatory Hurdles and Health Care Reform, Pricing Pressures in the Medtech Industry, New Product Cycles in the Cardiovascular Space, Life Science Tools' Outperformance in Industrial End Markets, Investment in Genomics Research
Companies covered: Tenneco Inc. (NYSE:TEN), Santarus Inc., Alphatec Holdings, Inc. (NASDAQ:ATEC), ZOLL Medical Corp., Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), Orthofix International N.V. (NASDAQ:OFIX), NxStage Medical, Inc. (NASDAQ:NXTM), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Boston Scientific Corporation (NYSE:BSX), Alimera Sciences, Inc. (NASDAQ:ALIM), Waters Corporation (NYSE:WAT), Varian Medical Systems, Inc. (NYSE:VAR), Thermo Fisher Scientific Inc (NYSE:TMO), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Dionex Corp., Baxter International Inc. (NYSE:BAX), Penske Automotive Group, Inc. (NYSE:PAG), Palomar Medical Technologies I, Dynatronics Corporation (NASDAQ:DYNT), Accuray Incorporated (NASDAQ:ARAY)
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)
