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
Topics covered: Topics Covered: American Recover Reinvestment Act, Sustainable Health Care IT Demand & Revenue Growth, Stimulus Money To Physicians & Hospitals, Rising-Tide Phenomenon In Health Care IT, Potential Short-Term Volatility, Electronic Health Record Adoption, Early Activators Vs. Laggards, Accelerating Demand For Health Care IT Solutions, 2010-2011 Revenue Growth
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), TM Entertainment & Media, Inc., Symantec Corporation (NASDAQ:SYMC), Sybase, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Lawson Software, Inc., JDA Software Group Inc., Intuit Inc. (NASDAQ:INTU), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Vital Images Inc., MedAssets, Inc. (NASDAQ:MDAS), Automatic Data Processing, Inc. (NASDAQ:ADP), Yahoo! Inc. (NASDAQ:YHOO), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), Hewitt Associates Inc., Dice Holdings, Inc. (NYSE:DHX), CoBiz Financial Inc. (NASDAQ:COBZ), Zions Bancorporation (NASDAQ:ZION), Westamerica Bancorporation (NASDAQ:WABC), SVB Financial Group (NASDAQ:SIVB), PacWest Bancorp (NASDAQ:PACW), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF)
Topics covered: Strengthened Balance Sheets, Short-Term Volatility, Search For Sustained Profitability, Question of Commercial Real Estate Assets, Late-Stage Ramifications of TARP, Increased Consolidation, Finding Value Post Run-Up, FDIC-Assisted Acquisitions, Ethnic-Oriented Western Banks, Consequences Of Volcker-Obama Proposal, A Return To Normalized Earnings
Companies covered: Citrix Systems, Inc. (NASDAQ:CTXS), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), SuccessFactors, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), LivePerson, Inc. (NASDAQ:LPSN), Informatica Corporation (NASDAQ:INFA), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Cathay General Bancorp (NASDAQ:CATY), BofI Holding, Inc. (NASDAQ:BOFI), Zions Bancorporation (NASDAQ:ZION), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Umpqua Holdings Corporation (NASDAQ:UMPQ), Preferred Bank (NASDAQ:PFBC), Nara Bancorp Inc., Hanmi Financial Corporation (NASDAQ:HAFC), Glacier Bancorp, Inc. (NASDAQ:GBCI), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF), CPB Inc. (NYSE:CPF), Center Financial Corporation, Bank of Hawaii Corporation (NYSE:BOH), Apple Inc. (NASDAQ:AAPL), Tibco Software Inc., Sybase, Inc., Progress Software Corporation (NASDAQ:PRGS), Palm, Inc., Novell Inc., Netsuite Inc (NYSE:N), Alphabet Inc (NASDAQ:GOOG), Actuate Corp., Western Alliance Bancorporation (NYSE:WAL), Sapient Corporation (NASDAQ:SAPE), Bank of Marin Bancorp (NASDAQ:BMRC)
Topics covered: Smaller, Quality, Lesser Known Companies, Investing in Bargains, Global Marketplace, Emerging Markets, Canadian Small Cap Stocks, Attractive Valuations
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), CEVA, Inc. (NASDAQ:CEVA), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Silicon Laboratories, Inc. (NASDAQ:SLAB), Riverbed Technology, Inc. (NASDAQ:RVBD), QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), NetLogic Microsystems Inc., Juniper Networks, Inc. (NYSE:JNPR), F5 Networks, Inc. (NASDAQ:FFIV), Atheros Communications Inc., Alcatel Lucent (NYSE:ALU), VALE S.A. (NYSE:VALE), Petrobras Argentina S.A. (NYSE:PZE), Exxon Mobil Corporation (NYSE:XOM), Terex Corporation (NYSE:TEX), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Jacobs Engineering Group Inc. (NYSE:JEC), Alphabet Inc (NASDAQ:GOOG), Becton, Dickinson and Company (NYSE:BDX), Abbott Laboratories (NYSE:ABT), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., IBM (International Business Machines Corp.) (NYSE:IBM), GE Aerospace (General Electric Company) (NYSE:GE), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI)
