February 28, 2014

Topics covered: Secular Growth Themes, Midcap Growth Strategy, High-Quality Companies, Dividend-Paying Stocks, Bottom-Up Stock Selection

Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Copart, Inc. (NASDAQ:CPRT), Biogen Idec Inc. (NASDAQ:BIIB), Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Pfizer, Inc. (NYSE:PFE), NII Holdings Inc., Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Google Inc. (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Catamaran Corporation (NASDAQ:CTRX), The Priceline Group Inc. (NASDAQ:PCLN), Netflix, Inc. (NASDAQ:NFLX), Monster Worldwide, Inc. (NYSE:MWW), The Middleby Corporation (NASDAQ:MIDD), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Alliance Data Systems Corporation (NYSE:ADS), Walgreen Co., QUALCOMM Incorporated (NASDAQ:QCOM), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Eaton Corporation, PLC (NYSE:ETN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), CVS Health Corporation (NYSE:CVS), BlackRock, Inc. (NYSE:BLK)

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