Topics covered: Tax-efficient Investment Strategies, Quantitative Growth-Oriented Investing, Niche Companies, Large Cap Value Investing
Companies covered: Walter Energy, Inc. (NYSE:WLT), Massey Energy Co., Dominion Energy, Inc. (NYSE:D), CONSOL Energy Inc. (NYSE:CNX), Peabody Energy Corporation (NYSE:BTU), BHP Billiton Limited (NYSE:BHP), Alpha Natural Resources, Inc. (OTCMKTS:ANRZQ), Arch Coal, Inc. (NYSE:ACI), Standard Parking Corp., QUALCOMM Incorporated (NASDAQ:QCOM), Neenah Paper, Inc. (NYSE:NP), Nokia Corporation (NYSE:NOK), Minerals Technologies Inc. (NYSE:MTX), Macquarie Infrastructure Company LLC (NYSE:MIC), Measurement Specialties Inc., Kaman Corporation (NYSE:KAMN), InterDigital, Inc. (NASDAQ:IDCC), CPI Corp., Compass Diversified Holdings (NYSE:CODI), Applied Materials, Inc. (NASDAQ:AMAT), Varian Medical Systems, Inc. (NYSE:VAR), The McGraw-Hill Companies, Inc, Medtronic, Inc. (NYSE:MDT), Meredith Corporation (NYSE:MDP), Linear Technology Corporation (NASDAQ:LLTC), GlaxoSmithKline PLC (NYSE:GSK), Avon Products, Inc. (NYSE:AVP), Freeport-McMoran, Inc. (NYSE:FCX), Edwards Lifesciences Corporation (NYSE:EW), Deere & Company (NYSE:DE), AutoZone, Inc. (NYSE:AZO)
