Topics covered: Software Companies In Accelerating-Growth Mode, Small- & Mid-Cap Threats To Oracle, Shift From Paper To Electronic Transactions, Push For Best-Of-Breed Solutions, International Growth Catalysts In Payment Processing, Industry Move To Virtualization, Increased Public/Private Consolidation, Focus On Simplicity & Efficiency, Cloud Computing & Software-as-a-Service Trends, Business Margin Optimization, 2010 Pickup In IT Spending
Companies covered: First M&F Corp., Cognizant Technology Solutions Corporation (NASDAQ:CTSH), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Wipro Limited (NYSE:WIT), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Quest Software Inc., Palm, Inc., Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Motorola Inc., Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), GE Aerospace (General Electric Company) (NYSE:GE), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), BMC Software Inc., Cisco Systems, Inc. (NASDAQ:CSCO), Riverbed Technology, Inc. (NASDAQ:RVBD), OPNET Technologies Inc., NetApp, Inc. (NASDAQ:NTAP), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), F5 Networks, Inc. (NASDAQ:FFIV), Dell Inc. (NASDAQ:DELL), Blue Coat Systems Inc., Citrix Systems, Inc. (NASDAQ:CTXS), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Websense, Inc., Symantec Corporation (NASDAQ:SYMC), Red Hat, Inc. (NYSE:RHT), McAfee, Inc., Sourcefire, Inc., Eclipsys Corp., ArcSight, Inc., Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), SVB Financial Group (NASDAQ:SIVB), J P Morgan Chase & Co (NYSE:JPM), Freddie Mac, Fannie Mae, City National Corporation (NYSE:CYN), Citigroup Inc. (NYSE:C), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), Compuware Corp., Art Technology Group Inc., Washington Federal Inc., Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Prosperity Bancshares Inc., First Financial Bankshares, Inc. (NASDAQ:FFIN), East West Bancorp, Inc. (NASDAQ:EWBC), Comerica Incorporated (NYSE:CMA), Cullen/Frost Bankers, Inc. (NYSE:CFR), Bank of Hawaii Corporation (NYSE:BOH), NetScout Systems, Inc. (NASDAQ:NTCT), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Dealertrack Technologies, Inc. (NASDAQ:TRAK), Solera Holdings, Inc. (NYSE:SLH), Verifone Systems, Inc. (NYSE:PAY), Mastercard Incorporated (NYSE:MA), Global Payments Inc. (NYSE:GPN), Equifax, Inc. (NYSE:EFX), Alliance Data Systems Corporation (NYSE:ADS), SunTrust Banks, Inc. (NYSE:STI), Fifth Third Bancorp (NASDAQ:FITB), Autodesk, Inc. (NASDAQ:ADSK), Adobe Systems Incorporated (NASDAQ:ADBE), Taleo Corp., SuccessFactors, Inc., Rightnow Technologies Inc., Parametric Technology Corporat, Paychex, Inc. (NASDAQ:PAYX), Netsuite Inc (NYSE:N), Intuit Inc. (NASDAQ:INTU), Internet Capital Group Inc., Online Resources Corp., MICROS Systems, Inc., Jack Henry & Associates, Inc. (NASDAQ:JKHY), Fiserv, Inc. (NYSE:FISV), Fidelity National Information Services, Inc. (NYSE:FIS), CyberSource Corporation, IXYS Corporation (NASDAQ:IXYS), CSG Systems International, Inc. (NASDAQ:CSGS), Magic Software Enterprises Ltd. (NASDAQ:MGIC), PROS Holdings, Inc. (NYSE:PRO), Perficient, Inc. (NASDAQ:PRFT), Callidus Software, Inc. (NASDAQ:CALD), Nara Bancorp Inc., Scientific Learning Corp., Unify Corp., Zebra Technologies Corporation (NASDAQ:ZBRA), Verizon Communications Inc. (NYSE:VZ), Syntel, Inc. (NASDAQ:SYNT), Plexus Corp. (NASDAQ:PLXS), Plantronics, Inc. (NYSE:PLT), NCR Corporation (NYSE:NCR), Intermec, Inc., Diebold, Incorporated (NYSE:DBD), Ciber, Inc. (NYSE:CBR), Accenture plc. (NYSE:ACN)
Topics covered: Upcycle for Semiconductor Demand, Supply Chain Pricing and Inventory, Netbook Demand Driven Growth, Growth Rate In Communications Semiconductor Sector, Growth Potential In Internet Semiconductors
Companies covered: Apple Inc. (NASDAQ:AAPL), Varian Semiconductor Equipment, Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Volterra Semiconductor Corpora, Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Silicon Laboratories, Inc. (NASDAQ:SLAB), Rambus, Inc. (NASDAQ:RMBS), QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Marvell Technology Group Ltd. (NASDAQ:MRVL), MIPS Technologies Inc., Atheros Communications Inc., ON Semiconductor Corporation (NASDAQ:ON), Micron Technology, Inc. (NASDAQ:MU), Kimber Resources Inc., Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Advanced Analogic Technologies
Topics covered: Technicals And Valuation (FTV) Analysis For Canadian Equities, Small Cap Canadian Value, Gold Petrodollar Relationship, Fundamentals, Economic Disruption And Valuation, Canadian Dividend Payers
Companies covered: Lake Shore Gold Corp (AMEX:LSG), Triplecrown Acquisition Corp., LivePerson, Inc. (NASDAQ:LPSN), Dollar Financial Corp., Cano Petroleum, Inc., Shaw Communications Inc. (NYSE:SJR), Rogers Corporation (NYSE:ROG), Walgreen Co., URS Corp., Philip Morris International Inc (NYSE:PM), Altria Group (NYSE:MO), MedcoHealth Solutions Inc., Magna International, Inc. (NYSE:MGA), Hologic, Inc. (NASDAQ:HOLX), Express Scripts Holding Company (NASDAQ:ESRX), ITT Educational Services, Inc. (NYSE:ESI), CVS Health Corporation (NYSE:CVS), Barrick Mining Corp. (NYSE:B), Toronto Dominion Bank (The) (NYSE:TD), Sun Life Financial Inc. (NYSE:SLF), Royal Bank Of Canada (NYSE:RY), Research In Motion Ltd., Manulife Financial Corp (NYSE:MFC), Irwin Financial Corp., Canadian Pacific Railway Limited (NYSE:CP), Bank of Nova Scotia (The) (NYSE:BNS), Bank Of Montreal (NYSE:BMO), TransCanada Corporation (NYSE:TRP), Thomson Reuters Corp (NYSE:TRI), Teck Resources Ltd. (NYSE:TECK), SAP SE (NYSE:SAP), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Enbridge Inc (NYSE:ENB), Canadian National Railway Company (NYSE:CNI), Cameco Corporation (NYSE:CCJ)
Topics covered: Utilities, Telecom and Energy Dividend Stocks, Large Cap Dividend And Growth Plays, Graham And Buffett Margin Of Safety, Cash Flow Growth And Dividend Growth
Topics covered: Technical Analysis and Traditional Valuation Metrics, Systematic Valuation Discipline, Sustainable Competitive Advantages, Margin of Safety, Large-Cap Growth, Growth Stocks at Value Prices, Due Diligence on Macroeconomic Fundamentals, Consistent Earnings Growth, Attractive Value-oriented Investments
Companies covered: Teva Pharmaceutical Industries Limited (NYSE:TEVA), Paragon Offshore plc (NYSE:PGN), Novo Nordisk A/S (NYSE:NVO), McCormick & Company, Incorporated (NYSE:MKC), Medtronic, Inc. (NYSE:MDT), EOG Resources, Inc. (NYSE:EOG), Barnes & Noble, Inc. (NYSE:BKS), Bank of America Corporation (NYSE:BAC), Automatic Data Processing, Inc. (NASDAQ:ADP), Walmart Inc. (NYSE:WMT), Novartis AG (NYSE:NVS), Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), HP Inc (NYSE:HPQ), Fiserv, Inc. (NYSE:FISV), DST Systems, Inc. (NYSE:DST), Canadian National Railway Company (NYSE:CNI), Cadbury plc, Alcon Inc., Philip Morris International Inc (NYSE:PM), The Priceline Group Inc. (NASDAQ:PCLN), Altria Group (NYSE:MO), Fluor Corporation (NYSE:FLR), CVS Health Corporation (NYSE:CVS)
