Topics covered: The Case for Natural Gas, Tax Rate and Interest Rate Uncertainty, Renewable Energy Initiatives, Renewable Energy Build-outs, Regulated vs. Unregulated Utilities, Infrastructure Build-out and Clean Cities projects, Global Outlook for Alternative Energy Sectors, Energy Policy and the Climate Bill, Energy Efficiency and Demand Response, Effects of Environmental Legislation, Demand Deficits and Long-term Effects, Attractive Valuations in Regulated Utilities
Companies covered: Wisconsin Energy Corporation (NYSE:WEC), Southwest Water Co., Scana Corporation (NYSE:SCG), RRI Energy, Inc., Paragon Offshore plc (NYSE:PGN), Northeast Utilities (NYSE:NU), NSTAR, National Fuel Gas Company (NYSE:NFG), Mirant Corporation, Maine & Maritimes Corp., J P Morgan Chase & Co (NYSE:JPM), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Dynegy Inc. (NYSE:DYN), Calpine Corporation (NYSE:CPN), Chesapeake Utilities Corporation (NYSE:CPK), Constellation Energy Group, In, Allegheny Energy Inc., Orion Energy Systems, Inc. (NASDAQ:OESX), GSE Systems, Inc. (NASDAQ:GVP), Telvent Git S.A., Maxwell Technologies, Inc. (NASDAQ:MXWL), Lsb Industries Inc. (NYSE:LXU), Lime Energy Co. (NASDAQ:LIME), Echelon Corporation (NASDAQ:ELON), Duke Energy Corporation (NYSE:DUK), Comverge, Inc., American Superconductor Corporation (NASDAQ:AMSC), Trina Solar Limited (NYSE:TSL), Ormat Technologies, Inc. (NYSE:ORA), FuelCell Energy, Inc. (NASDAQ:FCEL), Clean Energy Fuels Corp. (NASDAQ:CLNE), Chart Industries, Inc. (NASDAQ:GTLS), Westport Fuel Systems Inc. (NASDAQ:WPRT), Verizon Communications Inc. (NYSE:VZ), United Parcel Service, Inc. (NYSE:UPS), AT&T Inc. (NYSE:T), Ryder System, Inc. (NYSE:R), Insituform Technologies Inc., Flow International Corp., Encana Corporation (NYSE:ECA), Badger Meter, Inc. (NYSE:BMI), PhotoMedex, Inc. (NASDAQ:PHMD), Plug Power, Inc. (NASDAQ:PLUG), PEPCO Holdings, Inc. (NYSE:POM), Rentech, Inc. (NASDAQ:RTK), Renesola Ltd. (NYSE:SOL)
Topics covered: Stabilized Hospital Spending, Repercussions of 2010 Medical Device Tax, Pricing Pressure from Hospitals, Physician Employment Trends, Orthopedic & Spine Companies as Beneficiaries of Health Care Reform, Link Between the Economy & Elective Procedures, Increased Consolidation Through Mergers & Acquisitions, FDA Approval Process, Effects of Health Care Reform, Demographic Market Opportunities with Baby Boomers
Companies covered: Advanced Drainage Systems, Inc. (NYSE:WMS), Shuffle Master Inc., Pinnacle Entertainment, Inc. (NYSE:PNK), Multimedia Games Inc., Konami Corporation (NYSE:KNM), International Game Technology (NYSE:IGT), Bally Technologies, Inc., Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Integra LifeSciences Holdings Corporation (NASDAQ:IART), Baxter International Inc. (NYSE:BAX), Wynn Resorts, Limited (NASDAQ:WYNN), Penn National Gaming, Inc. (NASDAQ:PENN), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., AngioDynamics, Inc. (NASDAQ:ANGO), St. Jude Medical, Inc. (NYSE:STJ), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), American Medical Systems Holdi, Abbott Laboratories (NYSE:ABT), Covidien Ltd. (NYSE:COV), C.R. Bard, Inc. (NYSE:BCR), Smith & Nephew SNATS, Inc. (NYSE:SNN), Kinetic Concepts Inc., Genoptix, Inc., Full House Resorts, Inc. (NASDAQ:FLL), EDAP TMS S.A. (NASDAQ:EDAP), Churchill Downs, Incorporated (NASDAQ:CHDN), Carmike Cinemas, Inc. (NASDAQ:CKEC), Allegiant Travel Company (NASDAQ:ALGT), Great Wolf Resorts Inc., Steiner Leisure Limited (NASDAQ:STNR), Regal Entertainment Group (NYSE:RGC), Royal Caribbean Cruises Ltd. (NYSE:RCL), Vail Resorts, Inc. (NYSE:MTN), Morgans Hotel Group Co. (NASDAQ:MHGC), Life Time Fitness (NYSE:LTM), Cinemark Holdings Inc (NYSE:CNK), Carnival Corporation (NYSE:CCL), Allstate Corporation (The) (NYSE:ALL)
Topics covered: Tie to Employment & Consumer Spending, Risky Valuations of Macau-Centric Stocks, Pickup in Las Vegas Convention Bookings, Modest Increase in Slots Replacement Demand, Market Opportunities in New Gaming States, Las Vegas Vs. Regional Gaming Trends, Gaming Opportunities in China, Depressed Room Rate Trends, Competition Among Gaming Equipment Suppliers, Churchill Downs Acquisition of Youbet.com
Companies covered: MGP Ingredients, Inc. (NASDAQ:MGPI), Churchill Downs, Incorporated (NASDAQ:CHDN), Advanced Drainage Systems, Inc. (NYSE:WMS), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Multimedia Games Inc., International Game Technology (NYSE:IGT), Bally Technologies, Inc., Ameristar Casinos Inc., Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Endologix, Inc. (NASDAQ:ELGX), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), Allergan, Inc. (NYSE:AGN), Simmons First National Corporation (NASDAQ:SFNC), Dynatronics Corporation (NASDAQ:DYNT)
Topics covered: Relative Value Investing, Quality Growth Equity Portfolios, Large And Mid-Cap Dividend-Paying Companies, Higher Valuation Ratios, Growth-Oriented Positions And Aggressive Positions, Global Macroeconomic Discipline, Fixed Income Markets, Fixed Income, Combining A Stock Portfolio With A Short Index Call Portfolio, Buying Into The Negativity That Surrounds A Company, Anchor Positions, Above-Average Current Dividend Yields
Companies covered: ABIOMED, Inc. (NASDAQ:ABMD), Zimmer Holdings, Inc. (NYSE:ZMH), Thoratec Corporation (NASDAQ:THOR), Stryker Corporation (NYSE:SYK), The Spectranetics Corporation (NASDAQ:SPNC), Micrus Endovascular Corp., Medtronic, Inc. (NYSE:MDT), Inverness Medical Innovations, Hologic, Inc. (NASDAQ:HOLX), ev3, Inc., Edwards Lifesciences Corporation (NYSE:EW), Conceptus, Inc., Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), C.R. Bard, Inc. (NYSE:BCR), ATS Medical Inc., Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), Universal Corporation (NYSE:UVV), Ruby Tuesday, Inc. (NYSE:RT), Hormel Foods Corporation (NYSE:HRL), Genuine Parts Company (NYSE:GPC), General Mills, Inc. (NYSE:GIS), Duke Energy Corporation (NYSE:DUK), E.I. du Pont de Nemours and Company (NYSE:DD), Apollo Education Group, Inc. (NASDAQ:APOL), United Technologies Corporation (NYSE:UTX), Toyota Motor Corp Ltd Ord (NYSE:TM), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Quality Systems, Inc. (NASDAQ:QSII), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Procter & Gamble Company (The) (NYSE:PG), Monsanto Company (NYSE:MON), Massey Energy Co., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Alphabet Inc (NASDAQ:GOOG), First Solar, Inc. (NASDAQ:FSLR), Core Laboratories N.V. (NYSE:CLB), Chesapeake Energy Corporation (NYSE:CHK), Caterpillar, Inc. (NYSE:CAT), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Royal Caribbean Cruises Ltd. (NYSE:RCL), IBM (International Business Machines Corp.) (NYSE:IBM), Amazon.com, Inc. (NASDAQ:AMZN), Scripps Networks Interactive, Inc (NYSE:SNI), Rio Tinto plc, QUALCOMM Incorporated (NASDAQ:QCOM), PMI Group Inc., Lowe's Companies, Inc. (NYSE:LOW), Lincoln Educational Services Corporation (NASDAQ:LINC), Home Depot, Inc. (The) (NYSE:HD), Deere & Company (NYSE:DE), Citigroup Inc. (NYSE:C), Bristol-Myers Squibb Company (NYSE:BMY), Best Buy Co., Inc. (NYSE:BBY), American International Group, Inc. (NYSE:AIG), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), Praxair, Inc. (NYSE:PX), KeyCorp (NYSE:KEY), Foot Locker, Inc. (NYSE:FL), Expedia, Inc. (NASDAQ:EXPE), Brunswick Corporation (NYSE:BC), Tyco International plc (NYSE:TYC), Teleflex Incorporated (NYSE:TFX), Macy's Inc (NYSE:M), Jo-Ann Stores Inc., Hospira Inc (NYSE:HSP), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cardinal Health, Inc. (NYSE:CAH), Abbott Laboratories (NYSE:ABT)
Topics covered: Risk Of W-Shaped Recovery, Return Of M&A Activity In 2011, Overall Sector Uncertainty, Outlook For Credit Legislation & Consumer Oversight, Optimism In Tracking Commercial Real Estate, Industrywide Lower ROE & Leverage, Increased Regulatory Pressure, Impact Of Overdraft Fee Restrictions, Emphasis On FDIC-Assisted Transactions, Adequate Access To Capital
Companies covered: Celldex Therapeutics, Inc. (NASDAQ:CLDX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), United Therapeutics Corporation (NASDAQ:UTHR), Ardea Biosciences, Inc., Pozen, Inc. (NASDAQ:POZN), Pfizer, Inc. (NYSE:PFE), Nektar Therapeutics (NASDAQ:NKTR), Merck & Company, Inc. (NYSE:MRK), Medivation, Inc. (NASDAQ:MDVN), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), GlaxoSmithKline PLC (NYSE:GSK), Dendreon Corp., AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., Depomed, Inc. (NASDAQ:DEPO), Schiff Nutrition International, Citizens Republic Bancorp, Inc, Home Bancorp, Inc. (NASDAQ:HBCP), Eastern Virginia Bankshares, Inc. (NASDAQ:EVBS), Integra Bank Corp., German American Bancorp, Inc. (NASDAQ:GABC), Target Corporation (NYSE:TGT), Staples, Inc. (NASDAQ:SPLS), Saks Incorporated, Ralph Lauren Corporation (NYSE:RL), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Zions Bancorporation (NASDAQ:ZION), Wintrust Financial Corporation (NASDAQ:WTFC), MB Financial Inc. (NASDAQ:MBFI), J P Morgan Chase & Co (NYSE:JPM), IBERIABANK Corporation (NASDAQ:IBKC), FirstMerit Corporation (NASDAQ:FMER), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG)
