Topics covered: Software-Defined Data Centers, Software Innovation, Next-Generation Data Centers, Internet of Things Trend, Cybersecurity, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Big Data Analytics
Companies covered: Solera Holdings, Inc. (NYSE:SLH), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Sierra Wireless, Inc. (NASDAQ:SWIR), SAP SE (NYSE:SAP), Rockwell Automation, Inc. (NYSE:ROK), Red Hat, Inc. (NYSE:RHT), QUALCOMM Incorporated (NASDAQ:QCOM), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Monsanto Company (NYSE:MON), Intel Corporation (NASDAQ:INTC), Informatica Corporation (NASDAQ:INFA), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), GE Aerospace (General Electric Company) (NYSE:GE), EMC Corporation (NYSE:EMC), Tableau Software, Inc. (NYSE:DATA), Salesforce.com Inc (NYSE:CRM), Advent Software, Inc. (NASDAQ:ADVS), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Netsuite Inc (NYSE:N), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), CSG Systems International, Inc. (NASDAQ:CSGS), Autodesk, Inc. (NASDAQ:ADSK), Verizon Communications Inc. (NYSE:VZ), Symantec Corporation (NASDAQ:SYMC), PTC Inc. (NASDAQ:PTC), NetApp, Inc. (NASDAQ:NTAP), Juniper Networks, Inc. (NYSE:JNPR), Intuit Inc. (NASDAQ:INTU), Home Depot, Inc. (The) (NYSE:HD), Amdocs Limited (NASDAQ:DOX), Vodafone Group Plc (NASDAQ:VOD), Target Corporation (NYSE:TGT), AT&T Inc. (NYSE:T), Synchronoss Technologies, Inc. (NASDAQ:SNCR), PROS Holdings, Inc. (NYSE:PRO), Pfizer, Inc. (NYSE:PFE), Nuance Communications, Inc. (NASDAQ:NUAN), Eli Lilly and Company (NYSE:LLY), Concur Technologies, Inc., Citigroup Inc. (NYSE:C), Allstate Corporation (The) (NYSE:ALL), Catamaran Corporation (NASDAQ:CTRX)
Topics covered: Supply and Demand Dynamics, Self-Storage and Office REITs, REIT Growth Strategies, REIT Access to Capital, Pricing Power Outlook, Lodging, Favorable REIT Fundamentals, Correlation Between Macroeconomy and Real Estate, Consolidation Activity, Apartment
Companies covered: Dupont Fabros Technology, Inc. (NYSE:DFT), Boston Properties, Inc. (NYSE:BXP), EPR Properties (NYSE:EPR), American Campus Communities Inc (NYSE:ACC), First Potomac Realty Trust (NYSE:FPO), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Walmart Inc. (NYSE:WMT), Realty Income Corporation (NYSE:O), Home Properties, Inc. (NYSE:HME), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Parkway Properties, Inc. (NYSE:PKY), Kilroy Realty Corporation (NYSE:KRC), Highwoods Properties, Inc. (NYSE:HIW), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), W.P. Carey Inc. (NYSE:WPC), Sunstone Hotel Investors, Inc. (NYSE:SHO), LaSalle Hotel Properties (NYSE:LHO), Hersha Hospitality Trust (NYSE:HT), FelCor Lodging Trust Incorporated (NYSE:FCH), Diamondrock Hospitality Company (NYSE:DRH), Farmland Partners Inc. (NYSE:FPI)
Topics covered: Midcap Growth Investing, Long-Term Investing, Investment Diversification, Investing in Private Equity, Disciplined Growth Approach, Bottom-Up Stock Selection
Companies covered: Akorn, Inc. (NASDAQ:AKRX), Target Corporation (NYSE:TGT), Stericycle, Inc. (NASDAQ:SRCL), J P Morgan Chase & Co (NYSE:JPM), Home Depot, Inc. (The) (NYSE:HD), Church & Dwight Company, Inc. (NYSE:CHD), Becton, Dickinson and Company (NYSE:BDX), Amgen Inc. (NASDAQ:AMGN), Insulet Corporation (NASDAQ:PODD), Oracle Corporation (NYSE:ORCL), IBM (International Business Machines Corp.) (NYSE:IBM), Blackstone Inc. (NYSE:BX)
Topics covered: Reimbursement Shifts, Population Health Management, Healthcare IT Consolidation Trends, Electronic Health Records Implementation, Electronic Health Record Adoption, Data Analytics, Analytics for Evidence-Based Care Protocols, Affordable Care Act
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Quintiles Transitional Holdings Inc. (NYSE:Q), MedAssets, Inc. (NASDAQ:MDAS), ICON plc (NASDAQ:ICLR), Computer Programs and Systems, Inc. (NASDAQ:CPSI), The Advisory Board Company (NASDAQ:ABCO), IDEXX Laboratories, Inc. (NASDAQ:IDXX), CollabRx, Inc. (NASDAQ:CLRX), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), WebMD Health Corp (NASDAQ:WBMD), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Catamaran Corporation (NASDAQ:CTRX), Benefitfocus, Inc. (NASDAQ:BNFT), Tenet Healthcare Corporation (NYSE:THC), Patterson Companies, Inc. (NASDAQ:PDCO), McKesson Corporation (NYSE:MCK), Laboratory Corporation of America Holdings (NYSE:LH), Henry Schein, Inc. (NASDAQ:HSIC), Quest Diagnostics Incorporated (NYSE:DGX), Authentidate Holding Corp. (NASDAQ:ADAT)
Topics covered: Molecular Diagnostics, Increased M&A Activity in Diagnostics, Health Care Growth Sectors Identified, Health Care Consolidation Activity, Diagnostics Headwinds, Decentralized Testing
Companies covered: MDRNA, Inc., CEPHEID (NASDAQ:CPHD), Sequenom, Inc. (NASDAQ:SQNM), Qiagen N.V. (NASDAQ:QGEN), Neogen Corporation (NASDAQ:NEOG), Myriad Genetics, Inc. (NASDAQ:MYGN), Monsanto Company (NYSE:MON), Luminex Corporation (NASDAQ:LMNX), Hologic, Inc. (NASDAQ:HOLX), Haemonetics Corporation (NYSE:HAE), Genomic Health, Inc. (NASDAQ:GHDX), EXACT Sciences Corporation (NASDAQ:EXAS), Conagra Brands Inc. (NYSE:CAG), Becton, Dickinson and Company (NYSE:BDX), Abbott Laboratories (NYSE:ABT), Vical Incorporated (NASDAQ:VICL), ImmuCell Corporation (NASDAQ:ICCC), ZIOPHARM Oncology Inc (NASDAQ:ZIOP), Meridian Bioscience Inc. (NASDAQ:VIVO), Quidel Corporation (NASDAQ:QDEL), OraSure Technologies, Inc. (NASDAQ:OSUR), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), VolitionRX Limited (NYSEAMERICAN:VNRX), Organovo Holdings, Inc. (NASDAQ:ONVO), Cleveland BioLabs, Inc. (NASDAQ:CBLI), Zimmer Holdings, Inc. (NYSE:ZMH), Varian Medical Systems, Inc. (NYSE:VAR), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Covidien Ltd. (NYSE:COV)
