Topics covered: Stabilized Visitor Volumes But Weak Volumes, RevPAR Improvements From Convention Bookings, New Markets For Equipment Suppliers, Las Vegas Vs. Regional Trends, Gaming Opportunities In Asian Markets, Capital Structure Improvements
Companies covered: Wynn Resorts, Limited (NASDAQ:WYNN), Advanced Drainage Systems, Inc. (NYSE:WMS), Sunstone Hotel Investors, Inc. (NYSE:SHO), Shuffle Master Inc., Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Las Vegas Sands Corp. (NYSE:LVS), LaSalle Hotel Properties (NYSE:LHO), International Game Technology (NYSE:IGT), Diamondrock Hospitality Company (NYSE:DRH), Churchill Downs, Incorporated (NASDAQ:CHDN), Monarch Casino & Resort, Inc. (NASDAQ:MCRI), Isle of Capri Casinos, Inc. (NASDAQ:ISLE), Bally Technologies, Inc., Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Newtek Business Services Corp. (NASDAQ:NEWT), Red Lion Hotels Corporation (NYSE:RLH), PokerTek, Inc., Entertainment Gaming Asia Incorporated (NASDAQ:EGT), MHI Hospitality Corp., Wyndham Worldwide Corp (NYSE:WYN)
Topics covered: Value-driven, Undervalued Assets With Potential, Top-down Approach, MLP Investing Strategies, Long-only Strategy
Companies covered: ProLogis, Inc. (NYSE:PLD), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Citigroup Inc. (NYSE:C), AXA, Watson Pharmaceuticals Inc., Teva Pharmaceutical Industries Limited (NYSE:TEVA), Johnson & Johnson (NYSE:JNJ), Human Genome Sciences Inc., NutriSystem Inc (NASDAQ:NTRI), Cubist Pharmaceuticals Inc., BP p.l.c. (NYSE:BP), Baxter International Inc. (NYSE:BAX), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG), Abbott Laboratories (NYSE:ABT), Wilmington Trust Corporation, Stryker Corporation (NYSE:SYK), Quintiles Transitional Holdings Inc. (NYSE:Q), Pepsico, Inc. (NASDAQ:PEP), Medtronic, Inc. (NYSE:MDT), Coca-Cola Company (The) (NYSE:KO), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR)
Topics covered: Theranostics: Merger of Diagnostics and Drugs, Regulatory Reform & Reimbursements, Laboratory Developed Tests
Companies covered: Cerner Corporation (NASDAQ:CERN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Waters Corporation (NYSE:WAT), Thermo Fisher Scientific Inc (NYSE:TMO), Pharmaceutical Product Develop, MedcoHealth Solutions Inc., McKesson Corporation (NYSE:MCK), Life Technologies Corporation, Intel Corporation (NASDAQ:INTC), Illumina, Inc. (NASDAQ:ILMN), ICON plc (NASDAQ:ICLR), Express Scripts Holding Company (NASDAQ:ESRX), Covance Inc. (NYSE:CVD), Charles River Laboratories International, Inc. (NYSE:CRL), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A), CEPHEID (NASDAQ:CPHD), Bruker Corporation (NASDAQ:BRKR), Bio-Techne Corp (NASDAQ:TECH), Meridian Bioscience Inc. (NASDAQ:VIVO), SeraCare Life Sciences Inc., PAREXEL International Corporation (NASDAQ:PRXL), Kendle International Inc., EXACT Sciences Corporation (NASDAQ:EXAS), BioSpecifics Technologies Corp (NASDAQ:BSTC), Targacept, Inc. (NASDAQ:TRGT), Savient Pharmaceuticals Inc., Ardea Biosciences, Inc., Pfizer, Inc. (NYSE:PFE), PDL BioPharma, Inc. (NASDAQ:PDLI), Myriad Genetics, Inc. (NASDAQ:MYGN), Medivation, Inc. (NASDAQ:MDVN), King Pharmaceuticals Inc., GlaxoSmithKline PLC (NYSE:GSK), Dyax Corp. (NASDAQ:DYAX), Discovery Laboratories, Inc. (NASDAQ:DSCO), Dendreon Corp., Corcept Therapeutics Incorporated (NASDAQ:CORT), AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), AMAG Pharmaceuticals, Inc. (NASDAQ:AMAG), Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Amylin Pharmaceuticals Inc., Thoratec Corporation (NASDAQ:THOR), Qiagen N.V. (NASDAQ:QGEN), Medtronic, Inc. (NYSE:MDT), Luminex Corporation (NASDAQ:LMNX), Hologic, Inc. (NASDAQ:HOLX), GoPro, Inc. (NASDAQ:GPRO), Edwards Lifesciences Corporation (NYSE:EW), Beckman Coulter Inc., Array BioPharma Inc. (NASDAQ:ARRY), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), ZIOPHARM Oncology Inc (NASDAQ:ZIOP), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Sanofi (NYSE:SNY), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Onyx Pharmaceuticals Inc., OncoGenex Pharmaceuticals Inc. (NASDAQ:OGXI), Novartis AG (NYSE:NVS), Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA), MannKind Corporation (NASDAQ:MNKD), Eli Lilly and Company (NYSE:LLY), Human Genome Sciences Inc., GTx, Inc. (NASDAQ:GTXI), Exelixis, Inc. (NASDAQ:EXEL), NanoViricides, Inc. (NYSEAMERICAN:NNVC), Cleveland BioLabs, Inc. (NASDAQ:CBLI), BioTime, Inc. (AMEX:BTX), Loral Space and Communications, Inc. (NASDAQ:LORL), HealthSpring Inc., Ace Limited (NYSE:ACE), Genesis Energy, L.P. (NYSE:GEL), Chesapeake Energy Corporation (NYSE:CHK)
Topics covered: Uncertainty Around Health Care Reform, Pipeline Product Acquisition Through Corporate Mergers, Investment Ramifications of Biosimilars, Blockbuster Lineup of Patent Cliffs
Companies covered: Teva Pharmaceutical Industries Limited (NYSE:TEVA), Perrigo Company (NYSE:PRGO), Morgan Stanley (NYSE:MS), Johnson & Johnson (NYSE:JNJ), Genzyme Corp., Forest Laboratories Inc., Endo International plc (NASDAQ:ENDP), Abbott Laboratories (NYSE:ABT), Sequenom, Inc. (NASDAQ:SQNM), Myriad Genetics, Inc. (NASDAQ:MYGN), Luminex Corporation (NASDAQ:LMNX), Laboratory Corporation of America Holdings (NYSE:LH), Genomic Health, Inc. (NASDAQ:GHDX), Quest Diagnostics Incorporated (NYSE:DGX), Celgene Corporation (NASDAQ:CELG), Seattle Genetics, Inc. (NASDAQ:SGEN), Pharmacyclics, Inc. (NASDAQ:PCYC), Eli Lilly and Company (NYSE:LLY), Bristol-Myers Squibb Company (NYSE:BMY), Watson Pharmaceuticals Inc., Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP), Impax Laboratories, Inc. (NASDAQ:IPXL), PEPCO Holdings, Inc. (NYSE:POM), Adventrx Pharmaceuticals Inc., Pozen, Inc. (NASDAQ:POZN), Apricus Biosciences, Inc (NASDAQ:APRI), Enzo Biochem, Inc. (NYSE:ENZ), Cardiovascular Systems, Inc. (NASDAQ:CSII), Harvard Bioscience, Inc. (NASDAQ:HBIO)
Topics covered: Sustainable Investment Philosophy, Socially Responsible, Green, Environmental Investing, Alternative Investments
Companies covered: Akamai Technologies, Inc. (NASDAQ:AKAM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Edwards Lifesciences Corporation (NYSE:EW), Citigroup Inc. (NYSE:C), BP p.l.c. (NYSE:BP), U.S. Bancorp (NYSE:USB), Unit Corporation (NYSE:UNT), Tyco International plc (NYSE:TYC), M&T Bank Corporation (NYSE:MTB), Honda Motor Company, Ltd. (NYSE:HMC), Exterran Holdings, Inc. (NYSE:EXH), Encana Corporation (NYSE:ECA), Cardinal Health, Inc. (NYSE:CAH), Bristol-Myers Squibb Company (NYSE:BMY), Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), EOG Resources, Inc. (NYSE:EOG), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK)
