Wireless Communications & Telecom

July 15, 2016

Companies covered: Lumos Networks Corp. (NASDAQ:LMOS), Iridium Communications Inc (NASDAQ:IRDM), DSP Group, Inc. (NASDAQ:DSPG), CEVA, Inc. (NASDAQ:CEVA), Silver Spring Networks, Inc. (NYSE:SSNI), Rambus, Inc. (NASDAQ:RMBS), QUALCOMM Incorporated (NASDAQ:QCOM), Cisco Systems, Inc. (NASDAQ:CSCO), NETGEAR, Inc. (NASDAQ:NTGR), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Aerohive Networks, Inc. (NYSE:HIVE), Extreme Networks, Inc. (NASDAQ:EXTR), Ooma Inc (NYSE:OOMA), Samsung Electronics Co Ltd (KRX:005930), Sprint Corporation (NYSE:S), T-Mobile US, Inc. (NASDAQ:TMUS), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Yahoo! Inc. (NASDAQ:YHOO), Vodafone Group Plc (NASDAQ:VOD), SoftBank Group Corp (OTCMKTS:SFTBF), DISH Network Corporation (NASDAQ:DISH), RigNet, Inc. (NASDAQ:RNET)

Buy ($175)

Semiconductors

June 03, 2016

Companies covered: Intel Corporation (NASDAQ:INTC), Silicon Laboratories, Inc. (NASDAQ:SLAB), Semtech Corporation (NASDAQ:SMTC), NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Apple Inc. (NASDAQ:AAPL), Qorvo, Inc. (NASDAQ:QRVO), Skyworks Solutions, Inc. (NASDAQ:SWKS), Broadcom Ltd (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), Samsung Electronics Co Ltd (KRX:005930), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cisco Systems, Inc. (NASDAQ:CSCO), Nokia Corporation (NYSE:NOK), MaxLinear, Inc (NYSE:MXL), Inphi Corporation (NYSE:IPHI), NXP Semiconductors N.V. (NASDAQ:NXPI), QUALCOMM Incorporated (NASDAQ:QCOM), Intersil Corporation (NASDAQ:ISIL), Cirrus Logic, Inc. (NASDAQ:CRUS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), InvenSense, Inc. (NYSE:INVN), Microsoft Corporation (NASDAQ:MSFT), Linear Technology Corporation (NASDAQ:LLTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cavium, Inc. (NASDAQ:CAVM), Xilinx, Inc. (NASDAQ:XLNX), ARM Holdings plc (NASDAQ:ARMH), Applied Micro Circuits Corporation (NASDAQ:AMCC), SCI Engineered Materials, Inc. (OTCMKTS:SCIA), Micromem Technologies Inc. (OTCMKTS:MMTIF), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microchip Technology Incorporated (NASDAQ:MCHP), Integrated Device Technology, Inc. (NASDAQ:IDTI), Microsemi Corporation (NASDAQ:MSCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Ambarella, Inc. (NASDAQ:AMBA), SK Hynix (KRX:000660), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Power Integrations, Inc. (NASDAQ:POWI), ON Semiconductor Corporation (NASDAQ:ON), Vishay Intertechnology, Inc. (NYSE:VSH), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)

Buy ($175)

Application Software

June 03, 2016

Companies covered: Red Hat, Inc. (NYSE:RHT), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Teradata Corporation (NYSE:TDC), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Splunk Inc. (NASDAQ:SPLK), Palo Alto Networks, Inc. (NYSE:PANW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Proofpoint, Inc. (NASDAQ:PFPT), ServiceNow, Inc. (NYSE:NOW), Amazon.com, Inc. (NASDAQ:AMZN), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), HP Inc (NYSE:HPQ), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Salesforce.com Inc (NYSE:CRM), Attunity Ltd. (NASDAQ:ATTU), MicroStrategy Incorporated (NASDAQ:MSTR), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Netsuite Inc (NYSE:N), Blackbaud, Inc. (NASDAQ:BLKB), Hortonworks, Inc. (NASDAQ:HDP), Vmware, Inc. (NYSE:VMW), Tyler Technologies, Inc. (NYSE:TYL), SAP SE (NYSE:SAP), 2U, Inc. (NASDAQ:TWOU), SmartMetric, Inc. (OTCMKTS:SMME), Mentor Graphics Corporation (NASDAQ:MENT), BIO-key International Inc., CSG Systems International, Inc. (NASDAQ:CSGS)

Buy ($175)

Data Hosting Centers and Data Storage

May 06, 2016

Companies covered: CoreSite Realty Corporation (NYSE:COR), Dupont Fabros Technology, Inc. (NYSE:DFT), Digital Realty Trust, Inc. (NYSE:DLR), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Cisco Systems, Inc. (NASDAQ:CSCO), Akamai Technologies, Inc. (NASDAQ:AKAM), Juniper Networks, Inc. (NYSE:JNPR), Arista Networks, Inc. (NYSE:ANET), F5 Networks, Inc. (NASDAQ:FFIV), CommScope Holding Company, Inc. (NASDAQ:COMM), Infinera Corporation (NASDAQ:INFN), Ciena Corporation (NYSE:CIEN), Corning Incorporated (NYSE:GLW), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Ruckus Wireless, Inc. (NYSE:RKUS), Hewlett Packard Enterprise Co (NYSE:HPE), EMC Corporation (NYSE:EMC), Palo Alto Networks, Inc. (NYSE:PANW), FireEye, Inc. (NASDAQ:FEYE), Imperva, Inc. (NYSE:IMPV), Symantec Corporation (NASDAQ:SYMC), CyberArk Software Ltd. (NASDAQ:CYBR), Proofpoint, Inc. (NASDAQ:PFPT), Fortinet, Inc. (NASDAQ:FTNT), Barracuda Networks, Inc. (NYSE:CUDA), NetApp, Inc. (NASDAQ:NTAP), Nimble Storage, Inc. (NYSE:NMBL), CommVault Systems, Inc. (NASDAQ:CVLT), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Pure Storage (NYSE:PSTG), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Sphere 3D Corp (NASDAQ:ANY)

Buy ($175)

Business Services and Application Software

November 06, 2015

Companies covered: Salesforce.com Inc (NYSE:CRM), SPS Commerce, Inc. (NASDAQ:SPSC), Veeva Systems Inc. (NYSE:VEEV), Fleetmatics Group PLC (NYSE:FLTX), Blackbaud, Inc. (NASDAQ:BLKB), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Amdocs Limited (NASDAQ:DOX), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), America Movil, S.A.B. de C.V. (NYSE:AMX), EMC Corporation (NYSE:EMC), Accenture plc. (NYSE:ACN), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Amazon.com, Inc. (NASDAQ:AMZN), PROS Holdings, Inc. (NYSE:PRO), Tyler Technologies, Inc. (NYSE:TYL), Amber Road, Inc. (NYSE:AMBR), Samsung Electronics Co Ltd (KRX:005930), Wal-Mart Stores, Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Splunk Inc. (NASDAQ:SPLK), Twitter, Inc. (NYSE:TWTR), Facebook, Inc. (NASDAQ:FB), MicroStrategy Incorporated (NASDAQ:MSTR), CVS Health Corporation (NYSE:CVS), Vmware, Inc. (NYSE:VMW), Citrix Systems, Inc. (NASDAQ:CTXS), Upland Software, Inc. (NASDAQ:UPLD), Zendesk, Inc. (NYSE:ZEN), Ringcentral, Inc. (NYSE:RNG), AppFolio Inc (NASDAQ:APPF), AlarmCom Hldg Inc (NASDAQ:ALRM), Sabre Corporation (NASDAQ:SABR), Zendesk Inc (NYSE:ZEN), Teradata Corporation (NYSE:TDC), Datawatch Corporation (NASDAQ:DWCH), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FISV), Jack Henry & Associates, Inc. (NASDAQ:JKHY), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Global Payments Inc. (NYSE:GPN), Heartland Payment Systems, Inc. (NYSE:HPY), ACI Worldwide, Inc. (NASDAQ:ACIW), Bottomline Technologies, Inc. (NASDAQ:EPAY), Experian plc (LON:EXPN), Equifax, Inc. (NYSE:EFX), CoStar Group, Inc. (NASDAQ:CSGP), Dun & Bradstreet Corporation (The) (NYSE:DNB), Fair Isaac Corporation (NYSE:FICO), Acxiom Corporation (NASDAQ:ACXM), Alliance Data Systems Corporation (NYSE:ADS), Marchex, Inc. (NASDAQ:MCHX), Rocket Fuel Inc. (NASDAQ:FUEL), TubeMogul, Inc. (NASDAQ:TUBE), The Rubicon Project, Inc. (NYSE:RUBI), Alphabet Inc (NASDAQ:GOOG), Total System Services, Inc. (NYSE:TSS), Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA), Federal Home Loan Mortgage Corp (OTCBB:FMCC), StrikeForce Technologies, Inc. (OTCMKTS:SFOR), Xplore Technologies Corp (NASDAQ:XPLR), With, Inc. (OTCMKTS:WWTH)

Buy ($175)

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