Topics covered: Stimulus IT Upgrade Incentives Drive Demand, Priced-in Near-Term Growth, M&A Forecast for Health Care IT Sector, EHR Market Penetration Vs. Long-Term Growth Prospects, EHR Adoption Forecast, Allscripts CEO Post-Merger Outlook
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), The Charles Schwab Corporation (NYSE:SCHW), IBM (International Business Machines Corp.) (NYSE:IBM), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), Computer Programs and Systems, Inc. (NASDAQ:CPSI), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Northrop Grumman Corporation (NYSE:NOC), NICE Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), HP Inc (NYSE:HPQ), General Dynamics Corporation (NYSE:GD), Elbit Systems Ltd. (NASDAQ:ESLT), Dell Inc. (NASDAQ:DELL), Cogent Inc., Acxiom Corporation (NASDAQ:ACXM), WellPoint Inc., SXC Health Solutions, Corp., Satyam Computer Services Ltd., Document Security Systems Inc.
Topics covered: Singapore Fund, Recovery for Emerging Markets, Investing in Africa, Global Tactical ETF Investing, Global Macro Absolute Return Investing
Companies covered: Walmart Inc. (NYSE:WMT), Honda Motor Company, Ltd. (NYSE:HMC), CPB Inc. (NYSE:CPF), Wright Medical Group, Inc. (NASDAQ:WMGI), NuVasive, Inc. (NASDAQ:NUVA), MAKO Surgical Corp., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Hill-Rom Holdings Inc (NYSE:HRC), Baxter International Inc. (NYSE:BAX), Yum! Brands, Inc. (NYSE:YUM), Pepsico, Inc. (NASDAQ:PEP), Novartis AG (NYSE:NVS), McDonald's Corporation (NYSE:MCD), Intel Corporation (NASDAQ:INTC), IBM (International Business Machines Corp.) (NYSE:IBM), Caterpillar, Inc. (NYSE:CAT), Verizon Communications Inc. (NYSE:VZ), Vulcan Materials Company (NYSE:VMC), Statoil ASA (NYSE:STO), Royal Gold, Inc. (NASDAQ:RGLD), Petrobras Argentina S.A. (NYSE:PZE), Northgate Minerals Corp., Newmont Corporation (NYSE:NEM), Martin Marietta Materials, Inc. (NYSE:MLM), Minefinders Corp. Ltd., Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), lululemon athletica inc. (NASDAQ:LULU), Hawk Corp., Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG)
Topics covered: Uptick in M&A Activity, Trend Toward Integrated Solutions and Consolidation, Maturation of Industry, Effect of Iraq and Afghanistan on Sector
Companies covered: athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), UnitedHealth Group Incorporated (NYSE:UNH), SAP SE (NYSE:SAP), Breeze-Eastern Corporation (AMEX:BZC)
Topics covered: Tactical Growth and Tactical Moderate Investment Strategies, Investing in MLPs, Income Exempt from Federal Tax, Fundamental Value Investing, Conservative and Flexible Portfolio Management, Absolute Performance Through Multiple Asset Classes
Companies covered: Alkermes plc (NASDAQ:ALKS), Walgreen Co., Unilever PLC (NYSE:UL), Safeway Inc. (NYSE:SWY), Sanofi (NYSE:SNY), Rite Aid Corporation (NYSE:RAD), Insulet Corporation (NASDAQ:PODD), Novo Nordisk A/S (NYSE:NVO), Novartis AG (NYSE:NVS), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Kraft Foods Inc., GlaxoSmithKline PLC (NYSE:GSK), DexCom, Inc. (NASDAQ:DXCM), CVS Health Corporation (NYSE:CVS), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Amylin Pharmaceuticals Inc., Wendy's Company (The) (NASDAQ:WEN), Teva Pharmaceutical Industries Limited (NYSE:TEVA), AT&T Inc. (NYSE:T), Paychex, Inc. (NASDAQ:PAYX), Liberty Media Interactive, Coca-Cola Company (The) (NYSE:KO), Kinder Morgan Energy Partners, Johnson & Johnson (NYSE:JNJ), Cablevision Systems Corporation (NYSE:CVC), Clorox Company (The) (NYSE:CLX), The AES Corporation (NYSE:AES), Calamos Asset Management, Inc. (NASDAQ:CLMS), Walmart Inc. (NYSE:WMT), Washington Federal Inc., T. Rowe Price Group, Inc. (NASDAQ:TROW), CNA Surety Corp., Franklin Resources, Inc. (NYSE:BEN), American International Group, Inc. (NYSE:AIG)
Topics covered: Uncertainties Of Health Care Reform, Positive Hospital Liquidity Profiles, Medicare Reimbursement Exposure Creates Value, Medical Facilities M&A Activity Increase, Economic Effects of Reimbursement Adjustments
Companies covered: Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Masimo Corporation (NASDAQ:MASI), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Amgen Inc. (NASDAQ:AMGN), ABIOMED, Inc. (NASDAQ:ABMD), Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Sequenom, Inc. (NASDAQ:SQNM), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Heartware International, Inc. (NASDAQ:HTWR), Gilead Sciences, Inc. (NASDAQ:GILD), Endologix, Inc. (NASDAQ:ELGX), Grand Canyon Education, Inc. (NASDAQ:LOPE)
