January 8, 2010

COVERAGE LIST

1 How are corn and soy bean seed sales progressing for Monsanto and are the new RR2
and SmartStax seed sales meeting volume and price expectations?
Companies: Monsanto (MON) Competitors: BASF SE ADS (BASFY.PK), Syngenta (SYT)
Last Report: 11.13.09 Next Report: Mid February Next Earnings: 1.06.10 (MON)

2 Which social networking sites will be the winners and losers over the next 3 years?
Which sites will be sustainable, scalable, profitable and why?
Companies: Yahoo (YHOO), Google (GOOG) Competitors: Facebook, Twitter
Last Report: 11.06.09 Next Report: 1.22.10 Next Earnings: 1.25.10 (YHOO)

3 Are young, new consumers buying the Gap and Old Navy?
Companies: Gap (GPS)
Competitors: Abercrombie (ANF), J. Crew (JCG)
Last Report: 11.06.09 Next Report: February Next Earnings: 2.25.10 (GPS), 2.16.10 (ANF), 3.8.10 (JCG)

4 What are large and small businesses and consumers saying about Microsoft Windows
7 and will that lead to a larger and quicker PC upgrade cycle?
Companies: Dell (DELL), Hewlett Packard (HPQ) Competitors: Intl Business Machines(IBM), Apple (AAPL)
Last Report: 10.9.09 Next Report: 1.15.10 Next Earnings: 2.18.10 (DELL)

5 Who’s going to be the number two smart phone after Apple?

RIM (RIMM), Motorola (MOT), HTC (QCOM), Palm (PALM), Samsung (SSNFL),
Companies:
Nokia (NOK), Ericsson (ERIC)
Last Report: 10.23.09 Next Report: Late January Next Earnings: N/A

6 Are new competitors causing Barbie’s market share to erode?

Companies: Mattel (MAT)
Competitors: Liv Dolls, Moxie Girlz, Hasbro (HAS), JAKKS Pacific (JAKK)
Last Report: 11.20.09 Next Report: 1.15.10 Next Earnings: 2.3.10 (MAT), 2.8.10 (HAS), 2.15.10 (JAKK)

7 Are increased competition in specialty athletic shoes affecting Nike’s ability to grow?
Companies: Nike (NKE)
Competitors: Adidas/Reebok (ADDYY), Vans (VFC)
Last Report: 11.20.09 Next Report: March Next Earnings: 12.17.09 (NKE), 3.3.10 (ADDYY), 2.8.10 (VFC)

8 What are the trends or market share shifts in on-premise or off-premise coffee sales?
Companies: Green Mountain (GMCR)
Competitors: Starbucks (SBUX), McDonald’s (MCD)
Last Report: 10.30.09 Next Report: 1.8.10 Next Earnings: 1.25.10 (GMCR)

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 9 Is Aloft helping Starwood gain shares?
Companies: Starwood (HOT)
Competitors: Hyatt (H), Marriott (MAR)
Last Report: 10.16.09 Next Report: 1.22.10 Next Earnings: 1.25.10 (HOT)

10 Is GameStop’s business model obsolete?

Companies: GameStop Corp. (GME)
Competitors: Best Buy (BBY), Wal-Mart (WMT), RadioShack (RSH), Target (TGT)
Last Report: N/A Next Report: 12.23.09 Next Earnings: TBA

11 Are video games headed for a short-term positive surprise due to discounted pricing of
consoles?
Companies: Nintendo (NTDOY.PK), Sony Corp (SNE), Microsoft Corp (MSFT)
Last Report: N/A Next Report: TBD Next Earnings: N/A

12 Will sales outside the US drive new growth for Intuitive Surgical?
Companies: Intuitive Surgical (ISRG)
Competitors: Hitachi (HIT), TOSHIBA (TOSBF)
Last Report: 10.9.09 Next Report: February Next Earnings: 1.15.10 (ISRG)

13 What solar product and company is the preferred choice for large-scale utility
companies?
Companies: Applied Materials (AMAT), KLA-Tencor (KLAC), Lam Research (LRCX)
Last Report: N/A Next Report: Mid February Next Earnings: N/A

14 How will certification standards for electronic health records expected to be released in the
spring of 2010 impact leading HIT companies focusing on the small medical practices?
Companies: CERN,OSII,MCK,EPOR,MDRX, Medsphere Systems Corporation and e clinic works
Last Report: 10/9/09 Next Report: TBD Next Earnings: N/A

15 What are the new fast food out of home eating trends?
Companies: CKE Restaurants-Carl's Jr. (CKR), Burger King (BKC), Brinker Intl-Chilies, On the Boarder (EAT)
Darden Restaurants-Olive Garden, Red Lobster (DRI), McDonald's (MCD), Jack in Box (JACK)
Last Report: N/A Next Report: TBD Next Earnings: N/A

16 Are non-banking institutions gaining share from banks with new financial products?
Companies: MetLife (MET), American International Group (AIG), Prudential Financial (PRU)
ALLIANZ SE (AZSEY.PK)
Last Report: N/A Next Report: TBD Next Earnings: N/A

17 Has Fresno County commercial and residential real estate markets bottomed?
Market: Fresno

Last Report: 10.23.09 Next Report: 1.8.10 Next Earnings: N/A

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 18 Is the O’Reilly conversion of West Coast CSK stores on track?
Companies: O’Reilly (ORLY)
Competitors: Advance Auto Parts (AAP), AutoZone (AZO), Genuine Parts (GPC)
Last Report: 10.16.09 Next Report: 1.29.10 Next Earnings: 2.15.10 (ORLY)

19 Will Search Engines start paying for news contact and if so, what is the model and who
wins?
Companies: Yahoo (YHOO), Google (GOOG)
Last Report: N/A Next Report: TBD Next Earnings: N/A

20 Has the US post office started a price war against Fedex and UPS with its new one price
package shipping program?
Companies: FedEx (FDX), UPS (UPS)
Last Report: N/A Next Report: TBD Next Earnings: 3.18.10 (FDX), 2.2.10 (UPS)

21 Will Fox Newspapers/periodicals and TV stations be able to add a significant revenue

base for content in the near future?
Companies:
Last Report: N/A Next Report: TBD Next Earnings:

22 Will Cisco’s flip camera be the start of viewing CSCO as a consumer technology firm
rather than business to business?
Companies: Cisco (CSCO), Apple (AAPL), Canon (CAJ), Sony (SNE)
Last Report: N/A Next Report: TBD Next Earnings:

23 If you Already have a Macbook or Iphone why would you want a tablet?
Company: Apple (AAPL)
Microsoft (MSTF), Dell (DELL), Hewlett-Packard (HPQ), International Business Machines (IBM)
Last Report: 12.25.09 Next Report: TBD Next Earnings: TBD (AAPL), 1.28.10 (MSFT), 2.18.10 (DELL)

24 Has minimally invasive surgery come of age and who are the winners and loosers?
Companies:

Last Report: 10.9.09 Next Report: TBD Next Earnings: TBD

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