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)
Topics covered: Status Of Children's & Teen Retail Industry, Post-Recession Discount Store Concepts, Merchandising & Value Equation Adjustments, Improving Consumer Spending, Hardline & Discount Retail Trends, Emerging Trends In E-Commerce & Online Travel Agencies, Consolidation In The Jewelry Sector, Capital Allocation Strategies For 2010, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Terremark Worldwide, Inc., Teradata Corporation (NYSE:TDC), SAVVIS Inc., Switch & Data Facilities Co.,, Rackspace Hosting, Inc (NYSE:RAX), PAR Technology Corporation (NYSE:PAR), NetScout Systems, Inc. (NASDAQ:NTCT), NetApp, Inc. (NASDAQ:NTAP), Limelight Networks, Inc. (NASDAQ:LLNW), HP Inc (NYSE:HPQ), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Dupont Fabros Technology, Inc. (NYSE:DFT), Compellent Technologies, Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), J. Crew Group, Inc., Gymboree Corp., Buckle, Inc. (The) (NYSE:BKE), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Staples, Inc. (NASDAQ:SPLS), RadioShack Corp., PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Lowe's Companies, Inc. (NYSE:LOW), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), Citi Trends, Inc. (NASDAQ:CTRN), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Collective Brands, Inc., 99 Cents Only Stores, Fred's, Inc. (NASDAQ:FRED), Family Dollar Stores, Inc. (NYSE:FDO), DSW Inc. (NYSE:DSW), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), ANN INC. (NYSE:ANN), Blue Nile, Inc. (NASDAQ:NILE), Williams-Sonoma, Inc. (NYSE:WSM), Tiffany & Co. (NYSE:TIF), Movado Group Inc. (NYSE:MOV), Coach, Inc. (NYSE:COH), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), The Priceline Group Inc. (NASDAQ:PCLN), GSI Commerce Inc., Alphabet Inc (NASDAQ:GOOG), Expedia, Inc. (NASDAQ:EXPE), Electronic Arts Inc., eBay Inc. (NASDAQ:EBAY), Imation Corporation (NYSE:IMN)
Topics covered: Trend To Outsource Data To Reduce Costs, Next-Generation Technologies, Managed Hosting, M&A Activity Forecast, Increased Demand For Data Storage, Improved Virtual Security, Equinix Acquisition of Switch & Data, Colocation Data Storage, Cloud Computing
Companies covered: Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Terremark Worldwide, Inc., SAVVIS Inc., Syniverse Holdings Inc, Switch & Data Facilities Co.,, Rackspace Hosting, Inc (NYSE:RAX), Neustar, Inc. (NYSE:NSR), Knology, Inc., Iowa Telecommunications Servic, Equinix, Inc. (NASDAQ:EQIX), Cbeyond, Inc., Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Overland Storage Inc., Internap Corporation (NASDAQ:INAP), Voltaire Limited
