Topics covered: Share Buybacks and Dividends, Long-Term Time Frame, Impact of European Economic Troubles, High-Quality Blue-Chip Companies, Combining a Broad Range of Asset Classes
Companies covered: Cardtronics, Inc. (NASDAQ:CATM), Treehouse Foods, Inc. (NYSE:THS), Rackspace Hosting, Inc (NYSE:RAX), Monro Muffler Brake, Inc. (NASDAQ:MNRO), Gulfport Energy Corporation (NASDAQ:GPOR), Equinix, Inc. (NASDAQ:EQIX), Sysco Corporation (NYSE:SYY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Philip Morris International Inc (NYSE:PM), Netflix, Inc. (NASDAQ:NFLX), Altria Group (NYSE:MO), International Business Machines Corporation (NYSE:IBM), Keurig Green Mountain, Inc. (NASDAQ:GMCR), Danaher Corporation (NYSE:DHR), American Electric Power Company, Inc. (NYSE:AEP), Walmart Inc. (NYSE:WMT), Procter & Gamble Company (The) (NYSE:PG), Intel Corporation (NASDAQ:INTC), Chevron Corporation (NYSE:CVX), Ross Stores, Inc. (NASDAQ:ROST), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Marten Transport, Ltd. (NASDAQ:MRTN), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)