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)
Topics covered: Stock Picker's Market, Small-Cap Medical Device Equities Rally, Shifting Patient Purchasing Trends, Low Valuations Equal Low-Risk Investing, Focus On Small-Cap Companies
Companies covered: AngioDynamics, Inc. (NASDAQ:ANGO), St. Jude Medical, Inc. (NYSE:STJ), Patterson Companies, Inc. (NASDAQ:PDCO), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Hologic, Inc. (NASDAQ:HOLX), Conceptus, Inc., American Medical Systems Holdi, Universal Health Services, Inc. (NYSE:UHS), Tenet Healthcare Corporation (NYSE:THC), Psychiatric Solutions, Inc., LifePoint Hospitals, Inc. (NASDAQ:LPNT), Health Management Associates I, Community Health Systems, Inc. (NYSE:CYH), Sun Healthcare Group Inc., Rehabcare Group Inc., Pharmerica Corporation (NYSE:PMC), Omnicare, Inc. (NYSE:OCR), HealthSouth Corporation (NYSE:HLS), Emeritus Corp., Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Volcano Corporation (NASDAQ:VOLC), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Haemonetics Corporation (NYSE:HAE), IRIS International Inc.
Topics covered: Late Fall Shopping Peak, International Retail Platforms, Discounting Pressures, Denim Price Wars, Clean Teen Inventories, Cautious Consumer Spending, Back-to-School and Holiday Inventory Levels
Companies covered: ChinaCast Education Corporatio, ATA Inc. (NASDAQ:ATAI), Apollo Education Group, Inc. (NASDAQ:APOL), New Oriental Education & Technology Group, Inc. (NYSE:EDU), DeVry Education Group Inc. (NYSE:DV), Columbia Sportswear Company (NASDAQ:COLM), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), United Parcel Service, Inc. (NYSE:UPS), Target Corporation (NYSE:TGT), Timberland Co., Ralph Lauren Corporation (NYSE:RL), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Macy's Inc (NYSE:M), La-Z-Boy Incorporated (NYSE:LZB), Hot Topic Inc., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), FedEx Corporation (NYSE:FDX), Costco Wholesale Corporation (NASDAQ:COST), Coach, Inc. (NYSE:COH), BJ's Wholesale Club Inc., Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), bebe stores, inc. (NASDAQ:BEBE), Wet Seal Inc., Warnaco Group Inc., PVH Corp. (NYSE:PVH), Perry Ellis International Inc. (NASDAQ:PERY), J. Crew Group, Inc., Fossil Group, Inc. (NASDAQ:FOSL), Cambium Learning Group, Inc. (NASDAQ:ABCD)
Topics covered: Small Cap and Mid-cap Value, Slow Growth Companies, NestEgg Funds, ETFs, Actively Managed Portfolios
Companies covered: Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Walmart Inc. (NYSE:WMT), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Tempur Sealy International, Inc. (NYSE:TPX), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Mettler-Toledo International, Inc. (NYSE:MTD), Visa Inc. (NYSE:V), Mindspeed Technologies Inc., Entropic Communications, Inc. (NASDAQ:ENTR), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Xerox Corporation (NYSE:XRX), Timken Company (The) (NYSE:TKR), IMS Health Inc., Pitney Bowes Inc. (NYSE:PBI), Southwest Airlines Company (NYSE:LUV), HP Inc (NYSE:HPQ), Dean Foods Company (NYSE:DF), Continental Airlines, Inc., BP p.l.c. (NYSE:BP), Atwood Oceanics, Inc. (NYSE:ATW), Raymond James Financial, Inc. (NYSE:RJF), MetLife, Inc. (NYSE:MET)
Topics covered: Student Quality Over Quantity, Regulatory Risks, Innovation in Programming and Student Development, Growth Drivers in Chinese Education Sector, Great Buying Opportunities Among Weak Stocks, Economic Recovery and Enrollment Trends
Companies covered: ATA Inc. (NASDAQ:ATAI), Student Loan Corp., Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Walmart Inc. (NYSE:WMT), K12 Inc (NYSE:LRN), Bridgepoint Education, Inc. (NYSE:BPI), Blackboard Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Men's Wearhouse, Inc. (The) (NYSE:MW), J. Crew Group, Inc., Gymboree Corp., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), Chico's FAS, Inc. (NYSE:CHS), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), ChinaEdu Corporation, Beyond Inc. (NYSE:BYON)
