Topics covered: Supply Chain Dynamics, Smartphones As Major Trend, Secular Shift To Mobility, Post-Snapback Valuations, Inventory Replenishment and Corporate Upgrade Cycles, China and Consumer Electronics Demand, 3G/4G Buildout
Companies covered: Entropic Communications, Inc. (NASDAQ:ENTR), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), BRE Properties Inc., AvalonBay Communities, Inc. (NYSE:AVB), Apartment Investment and Management Company (NYSE:AIV), American Campus Communities Inc (NYSE:ACC), Atmel Corporation (NASDAQ:ATML), Apple Inc. (NASDAQ:AAPL), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Cypress Semiconductor Corporation (NASDAQ:CY), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Linear Technology Corporation (NASDAQ:LLTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Power Integrations, Inc. (NASDAQ:POWI), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Alphabet Inc (NASDAQ:GOOG), Atheros Communications Inc., Silicon Laboratories, Inc. (NASDAQ:SLAB), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), Rambus, Inc. (NASDAQ:RMBS), Micron Technology, Inc. (NASDAQ:MU), Juniper Networks, Inc. (NYSE:JNPR), Itron, Inc. (NASDAQ:ITRI), EZchip Semiconductor Limited (NASDAQ:EZCH), Advanced Micro Devices, Inc. (NASDAQ:AMD), Cavium, Inc. (NASDAQ:CAVM), Verizon Communications Inc. (NYSE:VZ), TriQuint Semiconductor, Inc., NetLogic Microsystems Inc., Hittite Microwave Corporation, U-Store-It Trust, United Dominion Realty Trust, Inc. (NYSE:UDR), Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Skyworks Solutions, Inc. (NASDAQ:SWKS), QUALCOMM Incorporated (NASDAQ:QCOM), Best Buy Co., Inc. (NYSE:BBY), New York Community Bancorp Inc, ParkerVision, Inc. (NASDAQ:PRKR), LaSalle Hotel Properties (NYSE:LHO), Rudolph Technologies, Inc. (NYSE:RTEC), Mattson Technology, Inc. (NASDAQ:MTSN), Semtech Corporation (NASDAQ:SMTC), Mindspeed Technologies Inc.
Topics covered: Recovery Fueled By Lack Of Supply, Multifamily Vs. Single-Family Lending, Job Growth As Macro Indicators, Increasing Occupancy and Rental Rates, Improving REIT Fundamentals, Fully Valued Vs. Undervalued REITs, Favorable Apartment REITs
Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Medical Properties Trust, Inc. (NYSE:MPW), Home Properties, Inc. (NYSE:HME), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Digital Realty Trust, Inc. (NYSE:DLR), Cogdell Spencer Inc., Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Simon Property Group, Inc. (NYSE:SPG), Liberty Property Trust, Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), EastGroup Properties, Inc. (NYSE:EGP), DDR Corp. (NYSE:DDR), Boston Properties, Inc. (NYSE:BXP), American Campus Communities Inc (NYSE:ACC), ProLogis, Inc. (NYSE:PLD), Camden Property Trust (NYSE:CPT), AMB Property Corp., Advanced Micro Devices, Inc. (NASDAQ:AMD), SanDisk Corporation (NASDAQ:SNDK), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Micron Technology, Inc. (NASDAQ:MU), Microchip Technology Incorporated (NASDAQ:MCHP), Intersil Corporation (NASDAQ:ISIL), Intel Corporation (NASDAQ:INTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Sun Communities, Inc. (NYSE:SUI), Ross Stores, Inc. (NASDAQ:ROST), Kohl's Corporation (NYSE:KSS), BRE Properties Inc., Best Buy Co., Inc. (NYSE:BBY), Apartment Investment and Management Company (NYSE:AIV), Associated Estates Realty Corporation (NYSE:AEC), Micrel, Incorporated (NASDAQ:MCRL), TriQuint Semiconductor, Inc., Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), VistaPrint Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), lululemon athletica inc. (NASDAQ:LULU), Kraft Foods Inc., Huntsman Corporation (NYSE:HUN), Alphabet Inc (NASDAQ:GOOG), dELiA*s, Inc., BP p.l.c. (NYSE:BP), American Express Company (NYSE:AXP), Cardtronics, Inc. (NASDAQ:CATM), Align Technology, Inc. (NASDAQ:ALGN), Walmart Inc. (NYSE:WMT), Varian Medical Systems, Inc. (NYSE:VAR), Target Corporation (NYSE:TGT), Oshkosh Corporation (NYSE:OSK), Sourcefire, Inc., Carter's, Inc. (NYSE:CRI), Citigroup Inc. (NYSE:C), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ)
Topics covered: MLPs, Dividend Growth Companies, Canadian Smaller-Cap Energy Companies
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), Owens Corning Inc (NYSE:OC), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Carlisle Companies Incorporated (NYSE:CSL), Talisman Energy Inc. (NYSE:TLM), Suncor Energy Inc. (NYSE:SU), PartnerRe Ltd. (NYSE:PRE), BP p.l.c. (NYSE:BP), Walmart Inc. (NYSE:WMT)
Topics covered: 2010 Financial Services Outlook
Topics covered: Urbanization and Growing Middle Class Macro Themes, Post 2008 China Telecom Restructuring, Mid-Cap Growth Companies, Focus On Domestic Consumption, Consumer Growth-Oriented Strategies, China's Effect On Pacific-Asia Countries, Agriculture and Other Chinese Stimulus Plays
Companies covered: Ctrip.com International, Ltd. (NASDAQ:CTRP), Western Sizzlin Corp., Williams Partners LP (NYSE:WPZ), Sunoco Logistics Partners LP (NYSE:SXL), Regency Energy Partners LP, Procter & Gamble Company (The) (NYSE:PG), Plains All American Pipeline, L.P. (NYSE:PAA), Nustar Energy L.P. (NYSE:NS), Natural Resource Partners LP (NYSE:NRP), Magellan Midstream Partners L.P. (NYSE:MMP), McDonald's Corporation (NYSE:MCD), Linn Energy, LLC (NASDAQ:LINE), ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Archer-Daniels-Midland Company (NYSE:ADM), Banco Santander, S.A., Sanofi (NYSE:SNY), Petrobras Argentina S.A. (NYSE:PZE), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Canadian National Railway Company (NYSE:CNI), Allergan, Inc. (NYSE:AGN)
