Topics covered: Undervalued Asian Companies, Longer-Term Investing, Investing in China, Investing in Asia, Equity Investing Strategies, China's Domestic Markets, Asia Pacific Investment Theses
Companies covered: Hershey Company (The) (NYSE:HSY), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Toyota Motor Corp Ltd Ord (NYSE:TM), Apple Inc. (NASDAQ:AAPL), International Business Machines Corporation (NYSE:IBM), PetroChina Company Limited (NYSE:PTR), La-Z-Boy Incorporated (NYSE:LZB), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Caterpillar, Inc. (NYSE:CAT), BHP Billiton Limited (NYSE:BHP)
Topics covered: Higher Dividend Yields, Consistent BDC Dividend Yield, Business Development Companies Historical Overview, BDC Risk/Reward Profile
Companies covered: Fifth Street Finance Corp. (NASDAQ:FSC), Yahoo! Inc. (NASDAQ:YHOO), General Electric Company (NYSE:GE), eBay Inc. (NASDAQ:EBAY), Ares Capital Corporation (NASDAQ:ARCC)
Topics covered: Self-Storage and Office REITs, Residential and Commercial REITs, Pricing Power Outlook, Lodging, Inexpensive Access to Capital, Apartment, Acquisition and Financing Costs
Companies covered: Parkway Properties, Inc. (NYSE:PKY), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Sovran Self Storage, Inc. (NYSE:SSS), SL Green Realty Corporation (NYSE:SLG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), ProLogis, Inc. (NYSE:PLD), Realty Income Corporation (NYSE:O), Mid-America Apartment Communities, Inc. (NYSE:MAA), CapLease, Inc., Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), EastGroup Properties, Inc. (NYSE:EGP), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Boston Properties, Inc. (NYSE:BXP), Associated Estates Realty Corporation (NYSE:AEC), Franklin Street Properties Corp. (NYSEAMERICAN:FSP), Simon Property Group, Inc. (NYSE:SPG), iStar Financial Inc., Federal Realty Investment Trust (NYSE:FRT), Washington Real Estate Investment Trust (NYSE:WRE), Vornado Realty Trust (NYSE:VNO), Kilroy Realty Corporation (NYSE:KRC), Jones Lang LaSalle Incorporated (NYSE:JLL), Essex Property Trust, Inc. (NYSE:ESS), CBRE Group, Inc. (NYSE:CBRE), Walmart Inc. (NYSE:WMT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Equity Residential (NYSE:EQR), DDR Corp. (NYSE:DDR), American Campus Communities Inc (NYSE:ACC), Northstar Realty Finance Corp. (NYSE:NRF), National Retail Properties (NYSE:NNN), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), General Electric Company (NYSE:GE), EPR Properties (NYSE:EPR), Anworth Mortgage Asset Corporation (NYSE:ANH), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Newcastle Investment Corporation (NYSE:NCT)
Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal
Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), The Travelers Companies, Inc. (NYSE:TRV), Employers Holdings Inc (NYSE:EIG), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Stewart Information Services Corporation (NYSE:STC), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Arch Capital Group Ltd. (NASDAQ:ACGL), Protective Life Corp., XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Allied World Assurance Company Holdings, AG (NYSE:AWH)
Topics covered: Value Oriented Strategy, Value Investing, Large-Cap, High-Quality Companies, Exposure to Emerging Markets, Deep-Value, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: Walter Investment Management Corp. (NYSE:WAC), Ocwen Financial Corporation (NYSE:OCN), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Molex Inc., ABM Industries Incorporated (NYSE:ABM), Micron Technology, Inc. (NASDAQ:MU), Kinross Gold Corporation (NYSE:KGC), HP Inc (NYSE:HPQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Barrick Gold Corporation (NYSE:GOLD)
