Companies covered: Gray Television, Inc. (NYSE:GTN), Media General, Inc. (NYSE:MEG), Meredith Corporation (NYSE:MDP), Lennar Corporation (NYSE:LEN), TEGNA (NYSE:TGNA), Donaldson Company, Inc. (NYSE:DCI), Reliance Steel & Aluminum Co. (NYSE:RS), First Cash Financial Services, Inc. (NASDAQ:FCFS), Winnebago Industries, Inc. (NYSE:WGO), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Polaris Industries Inc. (NYSE:PII), Value Partners Group Limited (HKG:0806), Aalberts Industries N.V. (AMS:AALB), J.M. Smucker Company (The) (NYSE:SJM), Amdocs Limited (NASDAQ:DOX), AT&T Inc. (NYSE:T)
