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)
Topics covered: Oil Service and Equipment Providers, Large Cap Equities, Global Income Investment Management, E&P Companies, Canadian Energy Market
Companies covered: Weatherford International plc (NASDAQ:WFRD), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Apple Inc. (NASDAQ:AAPL), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Microsoft Corporation (NASDAQ:MSFT), J P Morgan Chase & Co (NYSE:JPM), Intuitive Surgical, Inc. (NASDAQ:ISRG), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Express Scripts Holding Company (NASDAQ:ESRX), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Citigroup Inc. (NYSE:C), Aeropostale Inc (NYSE:ARO), SkyWest, Inc. (NASDAQ:SKYW), Total SA (ADR) (NYSE:TOT), AT&T Inc. (NYSE:T), Suncor Energy Inc. (NYSE:SU)
Topics covered: Small Cap Growth Companies, Preservation of Capital, Major Trends in the Macro Environment, Long/Short Hedge Strategy, High Quality Fast-Growing Smaller Cap Companies, Global Small Cap Value, Consistent Growth in Earnings, All-Weather Business Models, Absolute Return Strategies
Companies covered: IMS Health Inc., First Financial Bancorp. (NASDAQ:FFBC), Cal Dive International Inc, Dean Foods Company (NYSE:DF), Courier Corporation (NASDAQ:CRRC), China Fire & Security Group, I, AT&T Inc. (NYSE:T), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Linear Technology Corporation (NASDAQ:LLTC), Alphabet Inc (NASDAQ:GOOG), General Mills, Inc. (NYSE:GIS), EMC Corporation (NYSE:EMC), CenturyLink, Inc. (NYSE:CTL), Conagra Brands Inc. (NYSE:CAG), Texas Pacific Land Trust (NYSE:TPL), Telkonet Inc., Pepsi Bottling Group Inc., Acacia Research Corporation (NASDAQ:ACTG), Walmart Inc. (NYSE:WMT), Tupperware Brands Corporation (NYSE:TUP), Saks Incorporated, Steven Madden, Ltd. (NASDAQ:SHOO), Plantronics, Inc. (NYSE:PLT), Nike, Inc. (NYSE:NKE), Maximus, Inc. (NYSE:MMS), Cirrus Logic, Inc. (NASDAQ:CRUS), BJ's Restaurants, Inc. (NASDAQ:BJRI), Apple Inc. (NASDAQ:AAPL), The Talbots Inc., Rosetta Resources Inc. (NASDAQ:ROSE), PRA Group, Inc. (NASDAQ:PRAA), Polypore International Inc (NYSE:PPO), NetLogic Microsystems Inc., lululemon athletica inc. (NASDAQ:LULU), HMS Holdings Corp (NASDAQ:HMSY), East West Bancorp, Inc. (NASDAQ:EWBC), ev3, Inc., Brigham Exploration Co., ANN INC. (NYSE:ANN), United Technologies Corporation (NYSE:UTX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), McCormick & Company, Incorporated (NYSE:MKC), Johnson & Johnson (NYSE:JNJ), IBM (International Business Machines Corp.) (NYSE:IBM), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Cisco Systems, Inc. (NASDAQ:CSCO), Tenneco Inc. (NYSE:TEN), Questar Corporation (NYSE:STR), Nortel Inversora SA (NYSE:NTL), Nabors Industries Ltd. (NYSE:NBR), Interactive Intelligence Group, Inc. (NASDAQ:ININ), DG FastChannel, Inc., American Axle & Manufacturing Holdings, Inc. (NYSE:AXL), Cincinnati Financial Corporation (NASDAQ:CINF), Zenith National Insurance Corp, Platinum Underwriters Holdings, Ltd (NYSE:PTP), Newmont Corporation (NYSE:NEM), Church & Dwight Company, Inc. (NYSE:CHD), Alberto-Culver Co., Cavium, Inc. (NASDAQ:CAVM), Northern Oil and Gas, Inc. (NYSE:NOG), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), Panera Bread Company (NASDAQ:PNRA), Lincoln Educational Services Corporation (NASDAQ:LINC), Keurig Green Mountain, Inc. (NASDAQ:GMCR), AstraZeneca PLC (NASDAQ:AZN)
Topics covered: Unknown Risks Of Financial Reform, Increased Demand From Emerging Markets' Middle Class, Improving Nonperforming Asset Flow, Improving Credit Quality Metrics, Impact Of Greece and Europe Credit Crisis, Future M&A Activity Among Asset Managers
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Tech Data Corporation (NASDAQ:TECD), PC Connection, Inc. (NASDAQ:PCCC), MSC Industrial Direct Company, Inc. (NYSE:MSM), Ingram Micro Inc. (NYSE:IM), W.W. Grainger, Inc. (NYSE:GWW), Fastenal Company (NASDAQ:FAST), Altisource Portfolio Solutions S.A. (NASDAQ:ASPS), Radian Group Inc. (NYSE:RDN), Ocwen Financial Corporation (NYSE:OCN), MGIC Investment Corporation (NYSE:MTG), Moneygram International, Inc. (NASDAQ:MGI), Genworth Financial Inc (NYSE:GNW), Barclays PLC (NYSE:BCS), TD Ameritrade Holding Corporation (NYSE:AMTD), Alliance Data Systems Corporation (NYSE:ADS), Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), New York Community Bancorp Inc, KKR Financial Holdings LLC, Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), Community Financial System, Inc. (NYSE:CBU), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Nara Bancorp Inc., Center Financial Corporation, SWS Group Inc., Siebert Financial Corp. (NASDAQ:SIEB)
Topics covered: Market Opportunities In China and India, Increased R&D Spending, Heightened M&A Activity, Future Growth and Market Share Gains, Emerging Markets Penetration, Early-Cycle Versus Late-Cycle Company Performance
Companies covered: San Juan Basin Royalty Trust (NYSE:SJT), Federal Signal Corporation (NYSE:FSS), Franklin Electric Co., Inc. (NASDAQ:FELE), Smith (A.O.) Corporation (NYSE:AOS), AMTEK, Inc. (NYSE:AME), ADA-ES Inc., Eaton Corporation, PLC (NYSE:ETN), Lawson Products, Inc. (NASDAQ:LAWS), Highpower International Inc (NASDAQ:HPJ)
