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.
Topics covered: Strong Demand for IT Staffing, Secular Trend Toward Temporary Staffing, Relocation of Outsourcing Centers, Outsourcing Exposure To Europe, Economy Uncertainty and Hiring Forecasts, Cyclical Staffing Trends, Bifurcation Between Lesser- and Higher-Skilled Worker Demand
Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Taleo Corp., Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Hewitt Associates Inc., Bank of America Corporation (NYSE:BAC), Accenture plc. (NYSE:ACN), TrueBlue, Inc. (NYSE:TBI), Resources Connection, Inc. (NASDAQ:RECN), Korn/Ferry International (NYSE:KFY), Iron Mountain Incorporated (NYSE:IRM), Heidrick & Struggles International, Inc. (NASDAQ:HSII), FTI Consulting, Inc. (NYSE:FCN), Convergys Corporation (NYSE:CVG), Comcast Corporation (NASDAQ:CMCSA), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Time Warner Cable Inc (NYSE:TWC), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Quintiles Transitional Holdings Inc. (NYSE:Q), NII Holdings Inc., Millicom International Cellula, Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, America Movil, S.A.B. de C.V. (NYSE:AMX), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Amdocs Limited (NASDAQ:DOX), Kelly Services, Inc. (NASDAQ:KELYA), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), tw telecom inc., RRSat Global Communications Network Ltd. (NASDAQ:RRST), MetroPCS Communications Inc., PAETEC Holding Corp., Level 3 Communications, Inc. (NYSE:LVLT), Leap Wireless International In, Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Stifel Financial Corporation (NYSE:SFN), Atlas Resource Partners, L.P. (NYSE:ARP), Wipro Limited (NYSE:WIT), Syntel, Inc. (NASDAQ:SYNT), Patni Computer Systems Ltd., Longtop Financial Technologies, Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS), Clearfield, Inc. (NASDAQ:CLFD)
