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)
Topics covered: Real Estate Occupancy Rates By Asset Class, Price Relative To Net Asset Value, Present And Future Capital Formation, Past, FFO Multiples, Dividend Rates Versus 10 Year Treasury Rates, Current Implied Cap Rates, 2010 Net Operating Income Growth For Real Estate Assets
Companies covered: United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Home Properties, Inc. (NYSE:HME), Health Care REIT, Inc. (NYSE:HCN), First Potomac Realty Trust (NYSE:FPO), Duke Realty Corporation (NYSE:DRE), Douglas Emmett, Inc. (NYSE:DEI), DCT Industrial Trust Inc (NYSE:DCT), Camden Property Trust (NYSE:CPT), Biomed Realty Trust (NYSE:BMR), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Equity Residential (NYSE:EQR), DDR Corp. (NYSE:DDR), Liberty Property Trust, Federal Realty Investment Trust (NYSE:FRT), Education Realty Trust Inc. (NYSE:EDR), Blackstone Inc. (NYSE:BX), Boston Properties, Inc. (NYSE:BXP), Weingarten Realty Investors (NYSE:WRI), Ventas, Inc. (NYSE:VTR), SL Green Realty Corporation (NYSE:SLG), ProLogis, Inc. (NYSE:PLD), National Retail Properties (NYSE:NNN), Macerich Company (The) (NYSE:MAC), Lexington Realty Trust (NYSE:LXP), LaSalle Hotel Properties (NYSE:LHO), Kimco Realty Corporation (NYSE:KIM), Host Hotels & Resorts, Inc. (NYSE:HST), Hospitality Properites Trust (NYSE:HPT), Essex Property Trust, Inc. (NYSE:ESS), Emeritus Corp., Equity One, Inc. (NYSE:EQY), Diamondrock Hospitality Company (NYSE:DRH), Brookfield Properties Corporat, Brandywine Realty Trust (NYSE:BDN), Brookfield Asset Management Inc (NYSE:BAM), Entree Gold Inc (AMEX:EGI), Endeavour Silver Corporation (NYSE:EXK)
