Topics covered: Shale, North American Rig Build Cycle, Emerging Markets Oil Demand, Drilling Services Pricing Power, Basin and Offshore Drilling
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Vital Images Inc., Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), Oracle Corporation (NYSE:ORCL), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), General Electric Company (NYSE:GE), eHealth, Inc. (NASDAQ:EHTH), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Exxon Mobil Corporation (NYSE:XOM), Union Drilling, Inc., Transocean Ltd. (NYSE:RIG), RPC, Inc. (NYSE:RES), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), National Fuel Gas Company (NYSE:NFG), Noble Energy Inc. (NYSE:NBL), Hess Corporation (NYSE:HES), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), CONSOL Energy Inc. (NYSE:CNX), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), ENSCO plc (NYSE:ESV), Streamline Health Solutions, Inc. (NASDAQ:STRM), Atwood Oceanics, Inc. (NYSE:ATW)
