Topics covered: Using Volatility to Generate Income, Steady Returns from Domestic Stocks, Quality and Valuation, Outperforming Over the Long Term, Investing in Emerging Markets, Focusing on Growth, Behavioral Model Investing, Active Management in ETFs, A Quantitative Value Investment Philosophy
Companies covered: Snap-On Incorporated (NYSE:SNA), Biogen Inc. (NASDAQ:BIIB), Apple Inc. (NASDAQ:AAPL), HDFC Bank Limited (NYSE:HDB), AT&T Inc. (NYSE:T), Southern Company (The) (NYSE:SO), Procter & Gamble Company (The) (NYSE:PG), Kimberly-Clark Corporation (NYSE:KMB), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Duke Energy Corporation (NYSE:DUK), Chevron Corporation (NYSE:CVX), Macy's Inc (NYSE:M), IBM (International Business Machines Corp.) (NYSE:IBM), Gap, Inc. (The) (NYSE:GPS), Gamestop Corporation (NYSE:GME), Coach, Inc. (NYSE:COH), Best Buy Co., Inc. (NYSE:BBY)
Topics covered: Temporary Staffing Fundamentals, Strong Demand for IT Staffing, Secular Trend Toward Temporary Staffing, Outperformance in Tech and Health Care Staffing, Macroeconomic Effects on Staffing, Growth in Temporary Staffing Demand, Domestic Versus International Staffing Firms
Companies covered: ManpowerGroup (NYSE:MAN), Cross Country Healthcare, Inc. (NASDAQ:CCRN), Robert Half International Inc. (NYSE:RHI), Kforce, Inc. (NASDAQ:KFRC), On Assignment, Inc. (NYSE:ASGN), TrueBlue, Inc. (NYSE:TBI), AMN Healthcare Services Inc (NYSE:AMN), Resources Connection, Inc. (NASDAQ:RECN), Dice Holdings, Inc. (NYSE:DHX)
Topics covered: Value Investment, Sector Neutrality, Midcap Growth Investing, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Bottom-Up Stock Selection, Balanced Investment Approach
Companies covered: Apple Inc. (NASDAQ:AAPL), Oracle Corporation (NYSE:ORCL), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Allergan, Inc. (NYSE:AGN), TJX Companies, Inc. (The) (NYSE:TJX), Nike, Inc. (NYSE:NKE), L Brands, Inc. (NYSE:LB), Home Depot, Inc. (The) (NYSE:HD), Walt Disney Company (The) (NYSE:DIS), Blackhawk Network Holdings, Inc. (NASDAQ:HAWK), Western Union Company (The) (NYSE:WU), Safeway Inc. (NYSE:SWY), NVIDIA Corporation (NASDAQ:NVDA), Moneygram International, Inc. (NASDAQ:MGI), IPC Healthcare, Inc. (NASDAQ:IPCM), Greenlight Reinsurance, Ltd. (NASDAQ:GLRE), Family Dollar Stores, Inc. (NYSE:FDO), Fastenal Company (NASDAQ:FAST), Dollar Tree, Inc. (NASDAQ:DLTR), Amphenol Corporation (NYSE:APH), Medtronic, Inc. (NYSE:MDT), DexCom, Inc. (NASDAQ:DXCM), Covidien Ltd. (NYSE:COV), Cisco Systems, Inc. (NASDAQ:CSCO), Microsoft Corporation (NASDAQ:MSFT), Las Vegas Sands Corp. (NYSE:LVS), Lorillard, Inc (NYSE:LO), Kroger Company (The) (NYSE:KR), Hanesbrands Inc. (NYSE:HBI), Dow Inc. (NYSE:DOW), BP p.l.c. (NYSE:BP)
Topics covered: Orphan Drugs, High-Quality Biotech Stocks, FDA Approval Process, Emerging Pharmaceuticals, Biotechnology Fundamentals, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: The Medicines Company (NASDAQ:MDCO), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Sanofi (NYSE:SNY), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), InterMune Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Express Scripts Holding Company (NASDAQ:ESRX), Cubist Pharmaceuticals Inc., Baxter International Inc. (NYSE:BAX), Celgene Corporation (NASDAQ:CELG), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Pfizer, Inc. (NYSE:PFE), Dynavax Technologies Corporation (NASDAQ:DVAX), Provectus Biopharmaceuticals, Inc. (AMEX:PVCT), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), XOMA Corporation (NASDAQ:XOMA), United Therapeutics Corporation (NASDAQ:UTHR), La Jolla Pharmaceutical Company (NASDAQ:LJPC), Cardiome Pharma Corporation (NASDAQ:CRME)
Topics covered: Unconventional Resources, Shale Production Growth, Shale, Oil Price Expectations, Oil and Gas Investing, Offshore and Deepwater Drilling, Frontier Exploration and Development, Emerging Shale Plays, Capital Expenditures and Consolidation Activity
Companies covered: Halliburton Company (NYSE:HAL), Energy Recovery, Inc. (NASDAQ:ERII), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Core Laboratories N.V. (NYSE:CLB), Atwood Oceanics, Inc. (NYSE:ATW), Natural Gas Services Group, Inc. (NYSE:NGS), Schlumberger N.V. (NYSE:SLB), Nabors Industries Ltd. (NYSE:NBR), Baker Hughes (NASDAQ:BKR), Weatherford International plc (NASDAQ:WFRD), National Oilwell Varco, Inc. (NYSE:NOV)
