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Macquarie Infrastructure Company LLC. (MIC) 2013 Annual Shareholder Meeting Conference Call May 20, 2013 5:30 pm ET Executives Jay Davis – Managing Director, Investor Relations John Roberts – Chairman Michael Kernan – General Counsel and Corporate Secretary Presentation Jay Davis Good afternoon, welcome to the Macquarie Infrastructure Company Annual Meeting of Shareholders. I am Jay Davis, Head of Investor Relations for the Company. Before turning the proceedings over to the Chairman of the MIC Board of Directors, let me remind you that this presentation by Macquarie Infrastructure Company is proprietary and all rights are reserved. Any recording, rebroadcast or other use of this presentation in whole or in part without the prior written consent of Macquarie Infrastructure Company is prohibited. Today’s presentation has been prepared solely for information purposes, it is not a solicitation of an offer to buy or sell any security or instrument. You may have questions for

One thing that most energy analysts can probably agree on is that oil and natural gas reserves aren't getting any easier to discover, or extract from the earth. The obstacles are only increasing, from the pure location of the natural resource, to the political barriers being established to wean ourselves off of our fossil fuel addiction. However, another notion I think most energy analysts can agree on is that fossil fuels will continue to play a vital role in fueling global growth for decades to come.With that in mind, we have developed a longer-term structural theme in the energy services sector for clients in our opportunistic growth portfolio. It recaptured my attention today due to a notable outperformance in energy services ETFs vs. the rest of the market. This was more than likely due to the affirmation of a positive outlook from the energy analysts over at

TiVo (TIVO) Q1 2014 Earnings Call May 20, 2013 5:00 pm ET Executives Derrick Nueman - Investor Relations Executive Thomas S. Rogers - Chief Executive Officer, President and Director Naveen Chopra - Chief Financial Officer and Senior Vice President of Corporate Development & Strategy Matthew Zinn - Chief Privacy Officer, Senior Vice President, General Counsel and Corporate Secretary Analysts Michael J. Olson - Piper Jaffray Companies, Research Division David W. Miller - Caris & Company, Inc., Research Division Anthony Wible - Janney Montgomery Scott LLC, Research Division Todd T. Mitchell - Brean Capital LLC, Research Division Brian Patrick Fitzgerald - Jefferies & Company, Inc., Research Division Barton E. Crockett - Lazard Capital Markets LLC, Research Division Richard Tullo - Albert Fried & Company, LLC, Research Division Perry Huang - Goldman Sachs Group Inc., Research Division Daniel Ernst - Hudson Square Research, Inc. Alan S. Gould - Evercore Partners Inc., Research

So, what did the market want today? Nothing it appears. It traded on weak volume and had very little movement. This morning, the market hated commodities especially silver, but by day's end, the market liked silver, gold and even oil, but not the dollar. Why?Last week, the economic reports were tough, with bad misses on more than one occasion. But the market tended to ignore the bad news, probably because money continues to pour into equities from money market funds, long-term fixed income, and many struggling foreign economies. On Thursday, investors finally caved to even more bad news from Initial Jobless Claims and weak Housing Starts. Then on Friday, when Michigan Sentiment and Leading Indicators posted large positive surprises, the money came pouring back to generate quite a positive week for all the leading domestic indices with Small-cap Growth leading the way, up 2.6% for the week. The Russell

GSV Capital Corp. (GSVC) 14th Annual B. Riley & Co. Investor Conference Transcript May 20, 2013 5:00 PM ET Executives Michael Moe - Chairman, President and CEO Analysts Presentation Unidentified Analyst Yeah. So, I’ll do quick intro. GSV Capital, ticker is GSVC. And we have here Michael Moe, if you recollect, he is the person who call [Sorbert] called back in ’80. And GSV Capital, they make investments in pre-IPO, VC-backed companies. We just saw Keating Capital, so I guess, it will be interesting how this contrast with it. And with that, I’ll hand over to you. Michael Moe Great. Thanks so much, [Jeff]. So, [Tim], coming out here, it seems like he was in one piece, so maybe like him have equal success, so it will be good. So in terms of GSV, just quickly, GSV stands for Global Silicon Valley. We are based in the heart of Silicon

On Monday evening, Senators Carl Levin and John McCain addressed the media about Apple (AAPL), alleging tax avoidance by means of offshore entities. This issue could affect Apple in a meaningful manner. Before it's all over, Apple could theoretically be forced to pay reparation, but it is far more likely that the company will have to pay more taxes in the future, which should result in some sort of cut to earnings estimates and the stock's valuation, bringing down the already barraged stock even further. Furthermore, because of its high profile, this issue will be amplified to the American audience. If Apple is then viewed as un-American by some of its patriotic clientele here at home, it could see market share bleed as well, which favors its rivals Samsung (SSNLF.PK), Nokia (NOK) and BlackBerry (BBRY), but especially its American rivals, Google (GOOG), Amazon.com (AMZN) and Microsoft (MSFT). By the

Markets closed the day lower by a fraction on Monday. Stocks declined after four consecutive weeks of gains that inked a number of fresh record highs. A number of major corporate deals punctuated Monday’s headlines, and investors continued to debate if and when the Federal Reserve will taper stimulus spending. DJIA: -0.12% to 15,335.30 S&P 500: -0.07% to 1,666.29 NASDAQ: -0.07% to 3,496.43 Gold: +$29.00 to $1,392.70 per ounce Oil: +$0.64 to $96.66 per barrel U.S. 10-Year: +0.012 to 1.963% Americans Still Aren’t Jumping For Joy Over Economic Growth: Bankrate’s May 2013 Financial Security Index revealed Americans to be optimistic, but cautious, about the economy, which was reflected in a decision not to increase spending elsewhere in the face of falling gas prices. American consumers are more optimistic about their overall financial security than they were a year ago, but still did not spend money saved at the pump on vacations or dining out… (Read more.) NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Is Ben Bernanke’s Bazooka Brigade Running Out of Ammo? The Federal Reserve will meet to debate policy on June 18 and 19 under the full scrutiny of U.S. market participants. Analysts and investors won’t receive the minutes from the meeting for three weeks — the standard lag time — but observers have a good idea about what the Federal Open Market Committee will be talking about: interest rates, inflation, the labor market, and whether or not to begin winding down QE4… (Read more.) Will Obamacare Actually Make Workers Cheaper to Insure? Before the Patient Protection and Affordable Care Act was enacted into law, approximately 150 million Americans received health insurance through their jobs. Beginning next year, any business with 50 or more employees will pay a penalty for not offering coverage to its workers, and those not covered through their jobs will be required to purchase insurance as well… (Read more.) Here’s your Cheat Sheet to today’s top stock stories: Yahoo (NASDAQ:YHOO) stock closed the day up 0.23 percent on Monday. The company announced that it has entered into a definitive agreement to acquire Tumblr, and has issued a promise “not to screw it up.” The media network will operate independently and as a separate business, and CEO David Karp will remain CEO. Total consideration for the deal is approximately $1.1 billion, most of which will be paid in cash… (Read more.) Actavis (NYSE:ACT) closed the day up 1.31 percent after announcing that it will buy Warner Chilcott (NASDAQ:WCRX) in a stock-for-stock transaction valued at approximately $8.5 billion. Actavis reports that if successfully completed, the transaction will create a leading global specialty pharmaceutical company with approximately $11 billion in combined annual revenue, and the third-largest U.S. specialty pharmaceutical company with approximately $3 billion in annual revenues focused on core therapeutic categories of Women’s Health, Gastroenterology, Urology, and Dermatology.” Chilcott closed the day up 2.03 percent. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Chesapeake Energy (NYSE:CHK) stock closed the day up 2.61 percent after announcing that Robert Lawler, Senior Vice President, International and Deepwater Operations at Anadarko Petroleum (NYSE:APC), will join the company as CEO and as a member of the board effective June 17. General Electric (NYSE:GE) closed the day up 0.47 percent after GE Capital announced that it would return $6.5 billion in dividends to GE in 2013. In addition, GE Capital will pay out $4.5 billion in special dividends, returning about 30 percent of total 2013 earnings for the year. Red Hat (NYSE:RHT) closed the day down 4.26 percent after analysts at BMO downgraded the stock from Outperform to Market Perform on concerns that grow

There may be a lot of criticism raining down on Apple (NASDAQ:AAPL) from analysts and from investors; several large shareholders, including David Tepper’s Appaloosa Management and Julian Robertson’s Tiger Management, even dumped large portions or completed exited their positions in the past quarter, as disclosed from last week’s series of 13F filings. However, Apple customers are spending record amounts at Apple stores. After closing out last week in the red, shares of the iPhone maker ended Monday up $9.67, or 2.23 percent, at $442.93. Here’s a cheat sheet to today’s top Apple stories: Is Apple now a once-in-a-decade buying opportunity? Click here to get your 24-page Ultimate Cheat Sheet to Apple’s Stock now! New Suicides at Foxconn Put Apple in a Pickle Two employees of Taiwanese manufacturer Hon Hai Precision Industry Co. have fallen to their deaths since April, the company disclosed today. Hon Hai is a large manufacturer of iPhones that has come under scrutiny for its labor practices in recent years. The deaths are a reminder of human rights struggles the manufacturer has faced after the suicides of at least 13 employees in 2010. The company, which uses the trade name Foxconn Technology Group, has instituted reforms since those deaths, but the tight relationship between Foxconn and Apple has been unraveling…(Read more.) Is Apple Dodging Taxes? Apple Chief Executive Officer Tim Cook is set to testify before Congress Tuesday on how his company manages its books. Up for question at Tuesday’s hearing are accounting practices such as Apple’s reporting of a 25.2 percent rate, which takes into account the billions set aside each year for potential repatriation taxes, even though that money does not get paid to the government. Apple, like other multinationals, also does not have to reveal how revenues move between various subsidiary corporations, making tracing their taxable income even harder… (Read more.) NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Is the U.S. Government Giving Apple Shoddy Treatment? Is Apple being unfairly targeted by its own government? Apple and various departments of the U.S. government have been sharing some news headlines lately, and it’s not for good reasons. First, the U.S. Department of Justice is proceeding with an antitrust lawsuit against Apple that alleges the company conspired with publishers to price-fix e-books… (Read more.) Follow Meghan on Twitter @MFoley_WSCS Don’t Miss: When It Comes To Retail, No One Is Better Than Apple. Read the original article from Wall St. Cheat Sheet

Star Trek Into Darkness may have had disappointing box offices sales in the U.S. this weekend, but the film experienced more success than any in the franchise overseas. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! Into Darkness was J.J. Abrams’ second Star Trek movie, and it grossed $70.6 million in the U.S. and Canada since screenings began on Wednesday evening. While the movie topped domestic box office sales, distributor Paramount Pictures, owned by Viacom Inc. (NYSE:VIA), had hoped it would sell $100 million by Sunday. The first of Abrams’ Star Trek movies grossed $79.2 million in its opening weekend. In second place for weekend box office sales was Walt Disney Co.‘s (NYSE:DIS) Iron Man 3 with $35.2 million, followed by director Baz Luhrmann’s adaptation of The Great Gatsby with $23.4 million, which was released by Warner Bros, a division of Time Warner (NYSE:TWX). The Star Trek sequel might not be making what was expected domestically, but it has grossed 82 percent more than the first film did overseas. Paramount looked to increase international ticket sales for Into Darkness with increased foreign marketing and a global publicity tour. It is expected that the film will more than make up for low domestic ticket sales by bringing in about the same amount as the first Star Trek domestically — and double internationally. Like Iron Man 3, Star Trek: Into Darkness was released overseas before U.S. audiences could see it, having had its premiere in London and opening in multiple foreign countries before being released in the States. While this strategy has increased international sales, it could also lead to spoilers for American audiences. Paramount explained that they chose to release the film overseas first due to changes in The Great Gatsby‘s release date, which opened a convenient hole for Into Darkness to occupy. While some movie buffs are annoyed with the marketing strategy, it seems that as international sales of blockbusters beat out domestic sales, the trend will continue. NEW! Discover a new stock idea each week for less than the cost of 1 trade. CLICK HERE for your Weekly Stock Cheat Sheets NOW! International sales have left Paramount feeling optimistic about the “Star Trek” franchise, with plans for more sequels in the future. Don’t Miss: Here’s How These New Releases Will Affect Entertainment Stocks. Read the original article from Wall St. Cheat Sheet

Brooks Automation, Inc. (BRKS) UBS Global Healthcare Conference May 20, 2013 04:00 PM ET Executives Stephen Schwartz - President and CEO Martin Headley - EVP and CFO Analysts Melanie San - UBS (ph) Presentation Melanie San - UBS Alright good afternoon everyone. Thank you for making it out to our last session of the day. And it’s Melanie San, happy to be your host for this session. Our next presenter will be Stephen Schwartz President and CEO and Martin Headley EVP and CFO of Brooke Automation. Thank you. Stephen Schwartz Thank you Malone good afternoon. We really appreciate your time today. Today I would like to introduce in a little bit more detail the trust that Brooks has in Life Sciences System space. I will begin by talking generally about the company and the business, and talk very specifically then about the market opportunity and our approach to the Life