Topics covered: Rising Raw Materials Costs, Outlook For Ethanol Market, Global Supply-Demand Balance, Global Ag Export Trends, European Vs. Asian Market Exposure, Equipment Value Chain, China As Net Ag Importer
Companies covered: Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Terex Corporation (NYSE:TEX), RSC Holdings, Inc., Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Manitowoc Company, Inc. (The) (NYSE:MTW), Morgan Stanley (NYSE:MS), Martin Marietta Materials, Inc. (NYSE:MLM), J P Morgan Chase & Co (NYSE:JPM), H&E Equipment Services, Inc. (NASDAQ:HEES), Goldman Sachs Group, Inc. (The) (NYSE:GS), Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Tyson Foods, Inc. (NYSE:TSN), Smithfield Foods Inc., Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Hormel Foods Corporation (NYSE:HRL), HJ Heinz Co., Fresh Del Monte Produce, Inc. (NYSE:FDP), Campbell Soup Company (NYSE:CPB), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), Target Corporation (NYSE:TGT), Newell Rubbermaid Inc. (NYSE:NWL), Metabolix, Inc. (NASDAQ:MBLX), Green Plains, Inc. (NASDAQ:GPRE), Corn Products International In, The Andersons, Inc. (NASDAQ:ANDE), VCA Inc. (NASDAQ:WOOF), Rural/Metro Corp., Mednax, Inc (NYSE:MD), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Hanger, Inc. (NYSE:HGR), Emergency Medical Services Cor, Rockwood Holdings Inc., Hexcel Corporation (NYSE:HXL), FMC Corporation (NYSE:FMC), Dow Inc. (NYSE:DOW), Cytec Industries Inc. (NYSE:CYT), Celanese Corporation (NYSE:CE), Boeing Company (The) (NYSE:BA), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), VALE S.A. (NYSE:VALE), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), Intrepid Potash, Inc (NYSE:IPI), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Best Buy Co., Inc. (NYSE:BBY), Walgreen Co., Safeway Inc. (NYSE:SWY), J.M. Smucker Company (The) (NYSE:SJM), Kroger Company (The) (NYSE:KR), CVS Health Corporation (NYSE:CVS), Chiquita Brands International, A. Schulman, Inc. (NASDAQ:SHLM), Sigma-Aldrich Corporation (NASDAQ:SIAL), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), Olin Corporation (NYSE:OLN), Lubrizol Corp., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), E.I. du Pont de Nemours and Company (NYSE:DD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Spartech Corp., Koppers Holdings Inc. (NYSE:KOP), H. B. Fuller Company (NYSE:FUL), Entegris, Inc. (NASDAQ:ENTG), Calgon Carbon Corporation (NYSE:CCC), Alcoa Inc. (NYSE:AA), Kinder Morgan Energy Partners, AGCO Corporation (NYSE:AGCO), Columbus McKinnon Corporation (NASDAQ:CMCO), Art's-Way Manufacturing Co., Inc. (NASDAQ:ARTW), WD-40 Company (NASDAQ:WDFC)
Topics covered: Resiliency To Discretionary Spending Trends, Less Risky Investment Alternative To Health Care, Improving Hardlines Business, Greater Demand For Pet-Side Testing, Forecast For Improving Pet Adoption Numbers, Competition From Big-Box Retailers
Companies covered: Titan International, Inc. (NYSE:TWI), Terex Corporation (NYSE:TEX), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), The Goodyear Tire & Rubber Company (NASDAQ:GT), Deere & Company (NYSE:DE), CNH Global NV, Caterpillar, Inc. (NYSE:CAT), AGCO Corporation (NYSE:AGCO), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetMed Express, Inc. (NASDAQ:PETS), PetSmart, Inc (NASDAQ:PETM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Fred's, Inc. (NASDAQ:FRED), VCA Inc. (NASDAQ:WOOF), Virtual Radiologic Corporation, Stericycle, Inc. (NASDAQ:SRCL), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), IPC Healthcare, Inc. (NASDAQ:IPCM), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Healthcare Services Group, Inc. (NASDAQ:HCSG), Tetra Technologies, Inc. (NYSE:TTI), Rockwood Holdings Inc., Praxair, Inc. (NYSE:PX), OM Group, Inc. (NYSE:OMG), Newpark Resources, Inc. (NYSE:NR), Nalco Holding Co., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), BP p.l.c. (NYSE:BP), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), Quaker Chemical Corporation (NYSE:KWR)
Topics covered: Valuation and Production Trends, Regulatory and Public Policy Issues, Increase in Petroleum Industry M&A, Impact of Gulf Oil Spill, Demand Dynamics Drive Oil and Natural Gas Pricing, Concerns Over Refinery Capacity, Bifurcated Pricing and Market Outlook
Companies covered: Entrust Inc., Codexis, Inc. (NASDAQ:CDXS), XTO Energy Inc., Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Total SA (ADR) (NYSE:TOT), China Petroleum & Chemical Corporation (NYSE:SNP), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), ENI S.p.A. (NYSE:E), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Weatherford International plc (NASDAQ:WFRD), Boots & Coots International We, Schlumberger N.V. (NYSE:SLB), Smith International Inc., Transocean Ltd. (NYSE:RIG), Parker Drilling Company (NYSE:PKD), Oceaneering International, Inc. (NYSE:OII), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), Halliburton Company (NYSE:HAL), BJ Services Company, Baker Hughes (NASDAQ:BKR), W&T Offshore, Inc. (NYSE:WTI), Occidental Petroleum Corporation (NYSE:OXY), Mariner Energy, Inc., Apache Corporation (NASDAQ:APA), EXCO Resources NL (NYSE:XCO), Questar Corporation (NYSE:STR), Swift Energy Company (NYSE:SFY), Rosetta Resources Inc. (NASDAQ:ROSE), Pioneer Natural Resources Company (NYSE:PXD), Murphy Oil Corporation (NYSE:MUR), Halcon Resources Corporation (NYSE:HK), EQT Corporation (NYSE:EQT), EOG Resources, Inc. (NYSE:EOG), Anadarko Petroleum Corporation (NYSE:APC), American Equity Investment Life Holding Company (NYSE:AEL), Tri-Valley Corp., Unum Group (NYSE:UNM), Torchmark Corporation (NYSE:TMK), StanCorp Financial Group, Inc. (NYSE:SFG), Reinsurance Group of America, Incorporated (NYSE:RGA), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Assurant, Inc. (NYSE:AIZ), Aflac Incorporated (NYSE:AFL), Statoil ASA (NYSE:STO), Sandridge Energy Inc. (NYSE:SD), National Oilwell Varco, Inc. (NYSE:NOV), Newfield Exploration Company (NYSE:NFX), Denbury Resources Inc. (NYSE:DNR), Canadian Natural Resources Limited (NYSE:CNQ), Arena Resources Inc.
Topics covered: Valuing Intangible Assets, Value Style Philosophy, Under-appreciated Intrinsic Value, Top-down Approach, Out-of-favor stocks and Quality Companies, Large-Cap Value, High-Quality Companies, Fundamental-Oriented Investing, Bottom-Up Stock s and the MLP Asset Class, Balance Between Value and Fundamentals
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Weatherford International plc (NASDAQ:WFRD), Schlumberger N.V. (NYSE:SLB), Smith International Inc., Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tortoise MLP Fund, Inc. (NYSE:NTG), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), Chevron Corporation (NYSE:CVX), BJ Services Company, Baker Hughes (NASDAQ:BKR), Nasdaq Inc (NASDAQ:NDAQ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Electronic Arts Inc., Visa Inc. (NYSE:V), Toyota Motor Corp Ltd Ord (NYSE:TM), QUALCOMM Incorporated (NASDAQ:QCOM), Philip Morris International Inc (NYSE:PM), Pepsico, Inc. (NASDAQ:PEP), Altria Group (NYSE:MO), Mastercard Incorporated (NYSE:MA), FTI Consulting, Inc. (NYSE:FCN), American Express Company (NYSE:AXP), XTO Energy Inc., ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Devon Energy Corporation (NYSE:DVN), Chesapeake Energy Corporation (NYSE:CHK), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Ford Motor Company (NYSE:F), CVS Health Corporation (NYSE:CVS), Franklin Resources, Inc. (NYSE:BEN), Best Buy Co., Inc. (NYSE:BBY), State Street Corporation (NYSE:STT), Pioneer Natural Resources Company (NYSE:PXD), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Murphy Oil Corporation (NYSE:MUR), Morgan Stanley (NYSE:MS), Merck & Company, Inc. (NYSE:MRK), MetLife, Inc. (NYSE:MET), Coca-Cola Company (The) (NYSE:KO), Harris Corporation (NYSE:HRS), Helmerich & Payne, Inc. (NYSE:HP), Honda Motor Company, Ltd. (NYSE:HMC), GE Aerospace (General Electric Company) (NYSE:GE), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), Dell Inc. (NASDAQ:DELL), Covidien Ltd. (NYSE:COV), ConocoPhillips (NYSE:COP), Becton, Dickinson and Company (NYSE:BDX), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Walgreen Co., Thermo Fisher Scientific Inc (NYSE:TMO), Tiffany & Co. (NYSE:TIF), Suncor Energy Inc. (NYSE:SU), Stericycle, Inc. (NASDAQ:SRCL), Republic Services, Inc. (NYSE:RSG), Northern Trust Corporation (NASDAQ:NTRS), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), MBIA, Inc. (NYSE:MBI), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), Harley-Davidson, Inc. (NYSE:HOG), Dow Inc. (NYSE:DOW), Diageo plc (NYSE:DEO), Canadian Natural Resources Limited (NYSE:CNQ), Bank Of New York Mellon Corporation (The) (NYSE:BNY), American International Group, Inc. (NYSE:AIG), Wells Fargo & Company (NYSE:WFC), Tupperware Brands Corporation (NYSE:TUP), Prudential Financial, Inc. (NYSE:PRU), Lincoln National Corporation (NYSE:LNC), Intel Corporation (NASDAQ:INTC), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), Freeport-McMoran, Inc. (NYSE:FCX), BB&T Corporation (NYSE:BBT), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
Topics covered: Second Leg Of Bank Recovery, Return To Premium M&A, Regulatory Reform Uncertainty, Regulator-Suggested Deals As Growth Strategy, Opportunities Among Demutualized Thrifts, Improving Credit Metrics, Focus On Capital And Credit, Fewer FDIC-Assisted Deals, CRE Loan Refinancing, Close Eye On Charge-Offs & REO Write-Downs
Companies covered: FLIR Systems, Inc. (NASDAQ:FLIR), Beneficial Bancorp, Inc. (NASDAQ:BNCL), TFS Financial Corporation (NASDAQ:TFSL), Investors Bancorp, Inc. (NASDAQ:ISBC), Harleysville Savings Financial, First Niagara Financial Group Inc. (NASDAQ:FNFG), Meridian Bancorp, Inc. (NASDAQ:EBSB), Danvers Bancorp Inc., C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Merchants Bancshares, Inc. (NASDAQ:MBVT), Bancorp Rhode Island, Inc., MetLife, Inc. (NYSE:MET)
