Ticker: MJN

Market Cap: $19.48 billion

Industry: Packaged Food and HHPC

Management Outlook: CEO Kasper Jakobsen, in the 1Q earning report, said, "With over 70% of our business outside the United States, foreign currency translation negatively impacted our topline. Investment in demand-generation activities continues to be strong and we expect an increase to support strategic initiatives in the coming quarters."

Ticker: COG

Market Cap: $14.17 billion

Industry: Energy, Exploration and Production

Management Outlook: In the Q1 earnings report, President and CEO Dan Dinges said while shale extraction is still efficient for the company, low oil prices are having some impact. "While pricing pressure remains a challenge for Marcellus gas in the near-term, Cabot's operating efficiencies in the play continue to exceed expectations," he said.

Ticker: A

Market Cap: $13.71 billion

Industry: Healthcare, Life Sciences Tools and Dx

Management Outlook: Mike McCullen, President and CEO of the company, said in the 2Q earnings report that Agilent is continuing "to make progress on streamlining our company.” He also said, "Our continued focus on customers and strong market acceptance of our new products and sales structure are driving order growth."

Ticker: ALKS

Market Cap: $8.96 billion

Industry: Healthcare, Biotech

Management Outlook: "Alkermes is on the threshold of our next phase of growth and is in the midst of an extremely active time at the company as we advance one of the most exciting late-stage pipelines of CNS medicines in the industry," said CFO James Frates in the company's Q1 earning release.

Ticker: CNC

Market Cap: $8.84 billion

Industry: Healthcare, Managed Care

Management Outlook: In the Q1 earnings report, CEO Michael Neidorff said, "We had a strong start to 2015, delivering exceptional top and bottom line growth compared to last year. We continue to be successful in executing on our robust growth pipeline while maintaining operational discipline."

Ticker: FEYE

Market Cap: $8.62 billion

Industry: Security Software/Data Centers

Management Outlook: CEO David DeWalt said in the company's Q1 earnings report, "FireEye is continuing to reach customers on a global scale, with growth balanced across all geographic regions. The company added more than 220 new customers in the first quarter and closed 28 transactions over one million dollars, a record for first quarter, and two times the number of seven-figure deals in the first quarter of 2014."

Ticker: WWAV

Market Cap: $8.34 billion

Industry: Beverages

Management Outlook: In a recent interview with CNBC, CEO Gregg Engles talked about the struggle of the company to keep up with demand for their organic products. "So, it just takes time, and the reason we are short is demand is just so strong. As long as this trend is a real trend, we're going to be short because the demand is outrunning our ability to produce supply."

Ticker: CVC

Market Cap: $6.7 billion

Industry: Telecom and Cable

Management Outlook: According to the Wall Street Journal, at a recent conference CEO James Dolan responded to a question about consolidation of cable providers in New York saying, "I think consolidation of that marketplace would provide a great deal of ingenuity and more access to resources for customers and lower prices."

Ticker: BEAV

Market Cap: $6.06 billion

Industry: Aerospace and Defense

Management Outlook: B/E Aerospace, a maker of airplane cabin parts, spun off KLX Inc. in 2014, leading to a drop in stock price. In remarks on Q1 earnings, CEO Amin J. Khoury said, “Our company and management team are now intensely focused on the manufacturing of aircraft cabin interior equipment." He also said,"Our guidance for 2015 is consistent with our expectations of continued revenue growth, earnings growth in excess of revenue growth and strong cash flow generation."

Ticker: AKRX

Market Cap: $5.46 billion

Industry: Healthcare, Pharmaceuticals: Specialty and SMID

Management Outlook: "In a short period of time we have built a robust and well-diversified specialty generics platform that will provide future growth opportunities through a growing pipeline of products and a reliable acquisition strategy. I remain confident in the long term prospects of our business," CEO Raj Rai said during the release of the company's Q4 2014 earnings.

Ticker: TRGP

Market Cap: $5.17 billion

Industry: Energy MLPs

Management Outlook: CEO Joe Bob Perkins said in the Q1 earnings realease, "The combination of the diversity of our asset footprint and increasing margin from fee-based operations means we are well-positioned in an uncertain environment to deliver on our 2015 distribution and dividend growth expectations."

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