Topics covered: Using Both Top-Down and Bottom-Up Strategies, Long/Short Investing, Investing in Media and Leisure Sectors, Investing in Businesses With Limited Government Regulation, Flexible Approach to Building Portfolios
Companies covered: Southwest Airlines Company (NYSE:LUV), Comcast Corporation (NASDAQ:CMCSA), Amazon.com, Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Wynn Resorts, Limited (NASDAQ:WYNN), Time Warner Cable Inc (NYSE:TWC), Grupo Televisa S.A. (NYSE:TV), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), AT&T Inc. (NYSE:T), Sony Corp Ord (NYSE:SNE), News Corporation (NASDAQ:NWSA), Las Vegas Sands Corp. (NYSE:LVS), Liberty Global plc (NASDAQ:LBTYA), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), DIRECTV (NASDAQ:DTV), Cablevision Systems Corporation (NYSE:CVC), American Capital, Ltd. (NASDAQ:ACAS), TJX Companies, Inc. (The) (NYSE:TJX), Raymond James Financial, Inc. (NYSE:RJF), Oshkosh Corporation (NYSE:OSK), Morgan Stanley (NYSE:MS), Exxon Mobil Corporation (NYSE:XOM), Morningstar, Inc. (NASDAQ:MORN)
Topics covered: Store Sales Growth Trends, Shift Toward Healthier Food Options, Restaurant Trends in China, Restaurant Outperformance, Online Food Ordering in China, Macroeconomic Impacts on Restaurants, High-Valuation Restaurant Space, Focus on Brand Equity
Companies covered: Synutra International, Inc. (NASDAQ:SYUT), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Yum! Brands, Inc. (NYSE:YUM), Wendy's Company (The) (NASDAQ:WEN), McDonald's Corporation (NYSE:MCD), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Jack In The Box Inc. (NASDAQ:JACK), Denny's Corporation (NASDAQ:DENN), Chipotle Mexican Grill, Inc. (NYSE:CMG), Bloomin' Brands, Inc. (NASDAQ:BLMN), Amazon.com, Inc. (NASDAQ:AMZN), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Papa John's International, Inc. (NASDAQ:PZZA), Darden Restaurants, Inc. (NYSE:DRI), Domino's Pizza Inc (NYSE:DPZ), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Starbucks Corporation (NASDAQ:SBUX), The Cheesecake Factory Incorporated (NASDAQ:CAKE)
Topics covered: Valuation Discipline, Risk Management, Large-Cap Investing, Investing in Equity and Fixed Income, High-Quality Companies with Opportunistic Valuations, Dividend Growth Stocks, Deep Value Strategy, Benchmark-Agnostic Investing
Companies covered: Century Aluminum Company (NASDAQ:CENX), StanCorp Financial Group, Inc. (NYSE:SFG), Royal Caribbean Cruises Ltd. (NYSE:RCL), Allegheny Technologies Incorporated (NYSE:ATI), Alcoa Inc. (NYSE:AA), Enbridge Energy, L.P. (NYSE:EEP), American Water Works (NYSE:AWK), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Schlumberger N.V. (NYSE:SLB), National Oilwell Varco, Inc. (NYSE:NOV), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), Chubb Corporation (The) (NYSE:CB), Axis Capital Holdings Limited (NYSE:AXS), Aflac Incorporated (NYSE:AFL), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), Microsoft Corporation (NASDAQ:MSFT)
Topics covered: Solar Growth Drivers and Headwinds, Solar Company Pipelines, M&A in Utility Sector, High-Valuation Utility Sector, Electric Vehicles, Electric Vehicle Competition, Differentiated Technology in Solar Industry, Alternative Energy Generation
Companies covered: American States Water Company (NYSE:AWR), Entergy Corporation (NYSE:ETR), Hawaiian Electric Industries, Inc. (NYSE:HE), Edison International (NYSE:EIX), Itron, Inc. (NASDAQ:ITRI), General Motors Company (NYSE:GM), First Solar, Inc. (NASDAQ:FSLR), EnerNOC, Inc. (NASDAQ:ENOC), Albemarle Corporation (NYSE:ALB), Wisconsin Energy Corporation (NYSE:WEC), Integrys Energy Group (NYSE:TEG), Southern Company (The) (NYSE:SO), ITC Holdings Corp. (NYSE:ITC), Dominion Energy Midstream Partners LP (NYSE:DM), Dominion Energy, Inc. (NYSE:D), American Water Works (NYSE:AWK), American DG Energy Inc. (AMEX:ADGE)
Topics covered: Regulatory Outlook Gains Clarity, Prolonged Interest Rate Environment Challenges, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Increased Short-Term Interest Rates, Consolidation in Regional Banking, Challenging Revenue Environment, C&I Lending
Companies covered: Southwest Georgia Financial Corporation (AMEX:SGB), U.S. Bancorp (NYSE:USB), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), PNC Financial Services Group, Inc. (The) (NYSE:PNC), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), The Bank of Kentucky Financial Corp. (NASDAQ:BKYF), BB&T Corporation (NYSE:BBT), Wells Fargo & Company (NYSE:WFC), Westpac Banking Corporation (OTCMKTS:WEBNF), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), J P Morgan Chase & Co (NYSE:JPM), Discover Financial Services (NYSE:DFS), Bank of Hawaii Corporation (NYSE:BOH), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Zions Bancorporation (NASDAQ:ZION), Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), People's United Financial, Inc. (NASDAQ:PBCT), M&T Bank Corporation (NYSE:MTB), KeyCorp (NYSE:KEY), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fulton Financial Corporation (NASDAQ:FULT), First Niagara Financial Group Inc. (NASDAQ:FNFG), Comerica Incorporated (NYSE:CMA)
