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)
Topics covered: Unique Global Deep-Value Opportunities, Tax-Managed Equity Portfolio, Management Of A Benchmarked, Long-Only Portfolios, Europe And Emerging Asia, Diversified Stock Income Portfolio, Core/Relative Value Style, Consistent Growth In Sales And Earnings
Companies covered: WSFS Financial Corporation (NASDAQ:WSFS), Wilmington Trust Corporation, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southern National Bancorp of Virginia, Inc. (NASDAQ:SONA), Synovus Financial Corp. (NYSE:SNV), Peoples Financial Corporation (NASDAQ:PFBX), Old Point Financial Corporation (NASDAQ:OPOF), IBERIABANK Corporation (NASDAQ:IBKC), HF Financial Corp. (NASDAQ:HFFC), Hancock Holding Company (NASDAQ:HBHC), Yahoo! Inc. (NASDAQ:YHOO), IAC/InterActiveCorp (NASDAQ:IAC), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Central Fund of Canada Limited (AMEX:CEF), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Urban Outfitters, Inc. (NASDAQ:URBN), Staples, Inc. (NASDAQ:SPLS), Ralcorp Holdings Inc., Nordstrom, Inc. (NYSE:JWN), J P Morgan Chase & Co (NYSE:JPM), HJ Heinz Co., Goldman Sachs Group, Inc. (The) (NYSE:GS), Family Dollar Stores, Inc. (NYSE:FDO), Ford Motor Company (NYSE:F), Estee Lauder Companies, Inc. (The) (NYSE:EL), Cree, Inc. (NASDAQ:CREE), Corinthian Colleges, Inc. (NASDAQ:COCO), State Street Corporation (NYSE:STT)
Topics covered: Therapeutic Cardiovascular Plays, Small- & Mid-Cap M&A Rally, Managing Inherent Volatility, Investable Trend In Antibody Technology, Impact Of Health Care Reform, Financial & Regulatory Risks To Drug Development, FDA Approval Process, Easing Capital Markets, Clinical, Basket Investment Approach
Companies covered: TCF Financial Corporation (NYSE:TCF), Royal Bank Of Canada (NYSE:RY), KeyCorp (NYSE:KEY), J P Morgan Chase & Co (NYSE:JPM), Fifth Third Bancorp (NASDAQ:FITB), First Horizon National Corporation (NYSE:FHN), Capital One Financial Corporation (NYSE:COF), Comerica Incorporated (NYSE:CMA), Citigroup Inc. (NYSE:C), Brunswick Corporation (NYSE:BC), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Seattle Genetics, Inc. (NASDAQ:SGEN), Pharmacyclics, Inc. (NASDAQ:PCYC), OSI Pharmaceuticals Inc., ImmunoGen, Inc. (NASDAQ:IMGN), Gilead Sciences, Inc. (NASDAQ:GILD), Facet Biotech Corporation, Celera Corporation, Cubist Pharmaceuticals Inc., Systemax Inc. (NYSE:SYX), Appalachian Bancshares Inc., Corcept Therapeutics Incorporated (NASDAQ:CORT), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), NBTY, Inc., AEterna Zentaris Inc. (NASDAQ:AEZS)
Topics covered: Sustainability, Renewable Energy -, Near-term Opportunities, Investing in Israeli Companies, Integration of Catholic Ethical and Social Teaching into the Investment Process, Environmental and Social Global Equity
Companies covered: Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Wells Fargo & Company (NYSE:WFC), Wainwright Bank & Trust Co., Staples, Inc. (NASDAQ:SPLS), Spectra Energy Corp (NYSE:SE), Royal Bank Of Canada (NYSE:RY), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Home Depot, Inc. (The) (NYSE:HD), HDFC Bank Limited (NYSE:HDB), GlaxoSmithKline PLC (NYSE:GSK), Alphabet Inc (NASDAQ:GOOG), Enbridge Inc (NYSE:ENB), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Apache Corporation (NASDAQ:APA), Comcast Corporation (NASDAQ:CMCSA), Safeway Inc. (NYSE:SWY), Pharmaceutical Product Develop, Omnicare, Inc. (NYSE:OCR), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Capital One Financial Corporation (NYSE:COF), Citigroup Inc. (NYSE:C), Allstate Corporation (The) (NYSE:ALL), Assurant, Inc. (NYSE:AIZ), Ace Limited (NYSE:ACE), Walmart Inc. (NYSE:WMT), Newmont Corporation (NYSE:NEM), Macy's Inc (NYSE:M), Abbott Laboratories (NYSE:ABT), Whole Foods Market, Inc., Teva Pharmaceutical Industries Limited (NYSE:TEVA), Perrigo Company (NYSE:PRGO), Noble Energy Inc. (NYSE:NBL), Delek US Holdings, Inc. (NYSE:DK), Atwood Oceanics, Inc. (NYSE:ATW), Alon USA Energy, Inc. (NYSE:ALJ), McDonald's Corporation (NYSE:MCD), Deere & Company (NYSE:DE), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), United Natural Foods, Inc. (NASDAQ:UNFI), SunPower Corporation, Energy Recovery, Inc. (NASDAQ:ERII), Banco Bradesco Sa (NYSE:BBD)
