Topics covered: Uptick in M&A, Replacement of Coal-Fired Power Plants, New Dividend Tax Rate Legislation, Growth for Pure-Play Alternative Energy Companies, Climate Change Regulatory and Political Uncertainty
Companies covered: Xcel Energy Inc. (NYSE:XEL), Wisconsin Energy Corporation (NYSE:WEC), Southern Company (The) (NYSE:SO), Paragon Offshore plc (NYSE:PGN), Public Service Enterprise Group Incorporated (NYSE:PEG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), Allegheny Energy Inc., American Electric Power Company, Inc. (NASDAQ:AEP), Codexis, Inc. (NASDAQ:CDXS), Cisco Systems, Inc. (NASDAQ:CSCO), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Oracle Corporation (NYSE:ORCL), Ormat Technologies, Inc. (NYSE:ORA), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), IBM (International Business Machines Corp.) (NYSE:IBM), First Solar, Inc. (NASDAQ:FSLR), Energy Recovery, Inc. (NASDAQ:ERII), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), EXCO Resources NL (NYSE:XCO), Southwestern Energy Company (NYSE:SWN), Suncor Energy Inc. (NYSE:SU), Rosetta Resources Inc. (NASDAQ:ROSE), Pioneer Natural Resources Company (NYSE:PXD), Penn Virginia Corporation (NYSE:PVA), Newfield Exploration Company (NYSE:NFX), Forest Oil Corp., Comstock Resources, Inc. (NYSE:CRK), Cabot Oil & Gas Corporation (NYSE:COG), Atlas Energy, L.P. (NYSE:ATLS), Western Refining, Inc. (NYSE:WNR), Valero Energy Corporation (NYSE:VLO), Tesoro Corporation (NYSE:TSO), Sunoco LP (NYSE:SUN), Marathon Oil Corporation (NYSE:MRO), Holly Corp., Holly Energy Partners, L.P. (NYSE:HEP), Frontier Oil Corp., Blackstone Inc. (NYSE:BX), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Lsb Industries Inc. (NYSE:LXU), Headwaters Incorporated (NYSE:HW), Fuel Tech, Inc. (NASDAQ:FTEK), EnergySolutions, Inc, Darling Ingredients Inc. (NYSE:DAR), ADA-ES Inc., Valence Technology Inc., Satcon Technology Corporation, Quantum Fuel Systems Technologies Worldwide, Inc. (NASDAQ:QTWW), Johnson Controls, Inc. (NYSE:JCI), Ener1, Inc., GE Aerospace (General Electric Company) (NYSE:GE), Altair Nanotechnologies, Inc., STEC, Inc., Rentech, Inc. (NASDAQ:RTK), American DG Energy Inc. (AMEX:ADGE), Pacific Ethanol, Inc. (NASDAQ:PEIX), ITC Holdings Corp. (NYSE:ITC), Enerplus Corporation (NYSE:ERF), Synthesis Energy Systems, Inc. (NASDAQ:SYMX), BTU International Inc.
Topics covered: Tax-Free Bonds, Successful Investing Requires Independent Thinking, Large Cap Equities, High Quality Fixed Income Investing, Dividends
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Universal Health Services, Inc. (NYSE:UHS), Tenet Healthcare Corporation (NYSE:THC), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Cincinnati Financial Corporation (NASDAQ:CINF), Wells Fargo & Company (NYSE:WFC), Verizon Communications Inc. (NYSE:VZ), U.S. Bancorp (NYSE:USB), TJX Companies, Inc. (The) (NYSE:TJX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), New York Community Bancorp Inc, Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Johnson Controls, Inc. (NYSE:JCI), IBM (International Business Machines Corp.) (NYSE:IBM), Fiserv, Inc. (NYSE:FISV), Chevron Corporation (NYSE:CVX), Canadian National Railway Company (NYSE:CNI), Bank of America Corporation (NYSE:BAC), Abbott Laboratories (NYSE:ABT), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Staples, Inc. (NASDAQ:SPLS), Sanofi (NYSE:SNY), Schlumberger N.V. (NYSE:SLB), Oracle Corporation (NYSE:ORCL), Nike, Inc. (NYSE:NKE), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Genzyme Corp., Walt Disney Company (The) (NYSE:DIS), Dell Inc. (NASDAQ:DELL)
Topics covered: Virtualization vs. Colocation, Re-Architecture of Data Center, M&A Rumors, Increasing Bandwidth/Data Storage Demand, Equinix Stock Selloff
Companies covered: Lincoln National Corporation (NYSE:LNC), Apple Inc. (NASDAQ:AAPL), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., NetApp, Inc. (NASDAQ:NTAP), Micron Technology, Inc. (NASDAQ:MU), 3M Company (NYSE:MMM), Intel Corporation (NASDAQ:INTC), Imation Corporation (NYSE:IMN), HP Inc (NYSE:HPQ), Hitachi Ltd., Microsoft Corporation (NASDAQ:MSFT), Terremark Worldwide, Inc., SAVVIS Inc., Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Vmware, Inc. (NYSE:VMW), PAR Technology Corporation (NYSE:PAR), IBM (International Business Machines Corp.) (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Best Buy Co., Inc. (NYSE:BBY), ArcSight, Inc., Oracle Corporation (NYSE:ORCL), Netezza Corporation, Juniper Networks, Inc. (NYSE:JNPR), Isilon Systems, Inc., Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Compellent Technologies, Inc., Amazon.com, Inc. (NASDAQ:AMZN), VeriSign, Inc. (NASDAQ:VRSN), Teradata Corporation (NYSE:TDC), Symantec Corporation (NASDAQ:SYMC), Syniverse Holdings Inc, Red Hat, Inc. (NYSE:RHT), Salesforce.com Inc (NYSE:CRM), Monotype Imaging Holdings Inc. (NASDAQ:TYPE)
Topics covered: Transparent IT and Pervasive Mobile Internet Trends, Oracle vs. IBM Integrated Enterprise Software Offerings, Emerging Market Credit Card Growth Opportunities, Domestic Regulatory Hurdles, Contactless-Enabled Mobile Adoption Acceleration
Companies covered: Terremark Worldwide, Inc., SAVVIS Inc., Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Cincinnati Bell Inc (NYSE:CBB), Apple Inc. (NASDAQ:AAPL), Advent Software, Inc. (NASDAQ:ADVS), ACI Worldwide, Inc. (NASDAQ:ACIW), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Wells Fargo & Company (NYSE:WFC), Verizon Communications Inc. (NYSE:VZ), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Research In Motion Ltd., Radiant Systems Inc., Verifone Systems, Inc. (NYSE:PAY), Nokia Corporation (NYSE:NOK), NCR Corporation (NYSE:NCR), MICROS Systems, Inc., McDonald's Corporation (NYSE:MCD), Mastercard Incorporated (NYSE:MA), Intuit Inc. (NASDAQ:INTU), Hypercom Corp., Goldman Sachs Group, Inc. (The) (NYSE:GS), Fidelity National Information Services, Inc. (NYSE:FIS), Euronet Worldwide, Inc. (NASDAQ:EEFT), Diebold, Incorporated (NYSE:DBD), Capital One Financial Corporation (NYSE:COF), Bank of America Corporation (NYSE:BAC), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Cisco Systems, Inc. (NASDAQ:CSCO), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), Sybase, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Novell Inc., Microsoft Corporation (NASDAQ:MSFT), Lawson Software, Inc., JDA Software Group Inc., IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), Ariba Inc., Accenture plc. (NYSE:ACN), Aerosonic Corp., Deltek, Inc
Topics covered: Virtualization vs. Colocation, Re-Architecture of Data Center, M&A Rumors, Increasing Bandwidth/Data Storage Demand, Equinix Stock Selloff
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Wipro Limited (NYSE:WIT), Verizon Communications Inc. (NYSE:VZ), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), SAP SE (NYSE:SAP), Sprint Corporation (NYSE:S), Research In Motion Ltd., Red Hat, Inc. (NYSE:RHT), PAR Technology Corporation (NYSE:PAR), Oracle Corporation (NYSE:ORCL), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Motorola Inc., IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Clearwire Corporation
