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)
Topics covered: Upside In Casual Dining Segment, Recent Pullback In Restaurant Stocks, Market-Expanding Opportunities In China, Emphasis On Quick-Service and High-End Restaurants, Connection To Corporate and Consumer Spending, Aversion To Discounting
Companies covered: American Woodmark Corporation (NASDAQ:AMWD), Encore Wire Corporation (NASDAQ:WIRE), Vulcan Materials Company (NYSE:VMC), Universal Forest Products, Inc. (NASDAQ:UFPI), Texas Industries Inc., Simpson Manufacturing Company, Inc. (NYSE:SSD), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Coleman Cable, Inc., General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Luby's, Inc. (NYSE:LUB), Landry's Restaurants Inc., Brinker International, Inc. (NYSE:EAT), Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), CEC Entertainment Inc., Texas Roadhouse, Inc. (NASDAQ:TXRH), Sonic Corp. (NASDAQ:SONC), Wendy's Company (The) (NASDAQ:WEN), Ruby Tuesday, Inc. (NYSE:RT), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Burger King Holdings Inc., Unilever NV (NYSE:UL), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), McCormick & Schmick's Seafood, Morton's Restaurant Group Inc., Einstein Noah Restaurant Group, AAON, Inc. (NASDAQ:AAON)
Topics covered: Residential Real Estate Industry Themes, High-Return Potential Investment In Homebuilders, ETFs As Real Estate Investment Strategy, Demographic Indicators of Favorable Long-Term Investment, Canadian REIT Industry
Companies covered: Telestone Technologies Corp., China TransInfo Technology Cor, China Information Security Tec, China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Telecom Corp Ltd (NYSE:CHA), AsiaInfo Holdings Inc., Walmart Inc. (NYSE:WMT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), MBIA, Inc. (NYSE:MBI), IBM (International Business Machines Corp.) (NYSE:IBM), Ambac Financial Group, Inc., American Superconductor Corporation (NASDAQ:AMSC), Renesola Ltd. (NYSE:SOL), GE Aerospace (General Electric Company) (NYSE:GE), Covanta Holding Corporation (NYSE:CVA), American International Group, Inc. (NYSE:AIG), Coca-Cola Company (The) (NYSE:KO), Denny's Corporation (NASDAQ:DENN), Weyerhaeuser Company (NYSE:WY), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Lowe's Companies, Inc. (NYSE:LOW), Jacobs Engineering Group Inc. (NYSE:JEC), Insituform Technologies Inc., Home Depot, Inc. (The) (NYSE:HD), Fluor Corporation (NYSE:FLR), D.R. Horton, Inc. (NYSE:DHI), Caterpillar, Inc. (NYSE:CAT), Smith (A.O.) Corporation (NYSE:AOS), Suncor Energy Inc. (NYSE:SU), Baytex Energy Corp (NYSE:BTE)
Topics covered: Trends In Commercial Roofing, Industry Boost From Extended Highway Bill, Improving Construction Rates Into 2012, Federal Stimulus and Housing Demand, Effect of 'Tax Credit Hangover', Consolidation Among Building Products Companies, Attractive Valuations and Long-Term Fundamentals
Companies covered: Walmart Inc. (NYSE:WMT), TransCanada Corporation (NYSE:TRP), AT&T Inc. (NYSE:T), Royal Bank Of Canada (NYSE:RY), Kinder Morgan Energy Partners, Brookfield Asset Management Inc (NYSE:BAM), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Cemex S.A.B. de C.V. (NYSE:CX), CRH PLC (NYSE:CRH), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Astec Industries, Inc. (NASDAQ:ASTE), Apple Inc. (NASDAQ:AAPL), Apogee Enterprises, Inc. (NASDAQ:APOG), Watsco, Inc. (NYSE:WSO), Target Corporation (NYSE:TGT), Pool Corporation (NASDAQ:POOL), Lowe's Companies, Inc. (NYSE:LOW), Johnson Controls, Inc. (NYSE:JCI), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), Fastenal Company (NASDAQ:FAST), Best Buy Co., Inc. (NYSE:BBY), Weyerhaeuser Company (NYSE:WY), Republic Services, Inc. (NYSE:RSG), MSC Industrial Direct Company, Inc. (NYSE:MSM), International Paper Company (NYSE:IP), W.W. Grainger, Inc. (NYSE:GWW), GE Aerospace (General Electric Company) (NYSE:GE), Flowserve Corporation (NYSE:FLS), Caterpillar, Inc. (NYSE:CAT), zipRealty Inc., Standard Pacific Corp (NYSE:SPF), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), D.R. Horton, Inc. (NYSE:DHI), CoStar Group, Inc. (NASDAQ:CSGP), PulteGroup, Inc. (NYSE:PHM), M.D.C. Holdings, Inc. (NYSE:MDC), Hovnanian Enterprises Inc (NYSE:HOV), Beazer Homes USA, Inc. (NYSE:BZH), DRI Corporation, Integrated Electrical Services, Inc. (NASDAQ:IESC), China Advanced Construction Materials Group, Inc. (NASDAQ:CADC), Yum! Brands, Inc. (NYSE:YUM)
Topics covered: Tower Companies As Top Stock Picks, Smartphones and Convergence Trend, Regulatory Uncertainty, Opportunities In Latin America and Africa, Emerging Market Wireless Companies
Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Visa Inc. (NYSE:V), Paychex, Inc. (NASDAQ:PAYX), Mastercard Incorporated (NYSE:MA), Fiserv, Inc. (NYSE:FISV), Fidelity National Information Services, Inc. (NYSE:FIS), Bank of America Corporation (NYSE:BAC), TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), Kelly Services, Inc. (NASDAQ:KELYA), Boeing Company (The) (NYSE:BA), MPS Group Inc., ActivIdentity Corporation, Dice Holdings, Inc. (NYSE:DHX), Wipro Limited (NYSE:WIT), Gilat Satellite Networks Ltd. (NASDAQ:GILT), FiberTower Corporation, ADC Telecommunications Inc., iPass Inc. (NASDAQ:IPAS), On Assignment, Inc. (NYSE:ASGN), Orckit Communications Ltd.
