Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), NCR Corporation (NYSE:NCR), Macy's Inc (NYSE:M), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dick's Sporting Goods Inc (NYSE:DKS), Walt Disney Company (The) (NYSE:DIS), Best Buy Co., Inc. (NYSE:BBY), Amazon.com, Inc. (NASDAQ:AMZN), Starbucks Corporation (NASDAQ:SBUX), Rackspace Hosting, Inc (NYSE:RAX), Lockheed Martin Corporation (NYSE:LMT), HJ Heinz Co., eBay Inc. (NASDAQ:EBAY), Tiffany & Co. (NYSE:TIF), US Airways Group, Inc., Coach, Inc. (NYSE:COH), Alaska Air Group, Inc. (NYSE:ALK), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Timken Company (The) (NYSE:TKR), The Charles Schwab Corporation (NYSE:SCHW), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Paychex, Inc. (NASDAQ:PAYX), New York Times Company (The) (NYSE:NYT), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Newmont Corporation (NYSE:NEM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Mosaic Company (The) (NYSE:MOS), Coca-Cola Company (The) (NYSE:KO), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), FedEx Corporation (NYSE:FDX), Family Dollar Stores, Inc. (NYSE:FDO), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Dupont Fabros Technology, Inc. (NYSE:DFT), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Clean Harbors, Inc. (NYSE:CLH), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), CBS Corporation (NYSE:CBS), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Eli Lilly and Company (NYSE:LLY), Intel Corporation (NASDAQ:INTC), Becton, Dickinson and Company (NYSE:BDX)
Topics covered: Store Sales Growth Trends, Shift Toward Healthier Food Options, Focus on Brand Equity, Emerging Market Expansion, Cautious Consumer Spending
Companies covered: Chuy's Holdings, Inc. (NASDAQ:CHUY), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Panera Bread Company (NASDAQ:PNRA), McDonald's Corporation (NYSE:MCD), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), Bloomin' Brands, Inc. (NASDAQ:BLMN), Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), Bravo Brio Restaurant Group, Inc. (NASDAQ:BBRG), Bob Evans Farms, Inc. (NASDAQ:BOBE), Yum! Brands, Inc. (NYSE:YUM), Brinker International, Inc. (NYSE:EAT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Wendy's Company (The) (NASDAQ:WEN), Darden Restaurants, Inc. (NYSE:DRI)
Topics covered: Regulatory Outlook Gains Clarity, Regulatory Obstacles and Fee Income Replacement, Pockets of Growth in Western Banking, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity
Companies covered: Viewpoint Financial Group, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southside Bancshares, Inc. (NASDAQ:SBSI), First Financial Bankshares, Inc. (NASDAQ:FFIN), Cullen/Frost Bankers, Inc. (NYSE:CFR), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Sterling Financial Corp., Heritage Financial Corporation (NASDAQ:HFWA), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Hilltop Holdings Inc. (NYSE:HTH), Flagstar Bancorp, Inc. (NYSE:FBC), Comerica Incorporated (NYSE:CMA)
Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Time Warner Inc. (NYSE:TWX), Tootsie Roll Industries, Inc. (NYSE:TR), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pfizer, Inc. (NYSE:PFE), Microsoft Corporation (NASDAQ:MSFT), Lennar Corporation (NYSE:LEN), Genuine Parts Company (NYSE:GPC), Dr Pepper Snapple Group, Inc (NYSE:DPS), Discovery Communications, Inc. (NASDAQ:DISCA), Dell Inc. (NASDAQ:DELL), Crown Media Holdings, Inc. (NASDAQ:CRWN), Symantec Corporation (NASDAQ:SYMC), PPG Industries, Inc. (NYSE:PPG), Kohl's Corporation (NYSE:KSS), Honda Motor Company, Ltd. (NYSE:HMC), Coach, Inc. (NYSE:COH), Conagra Brands Inc. (NYSE:CAG), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Denny's Corporation (NASDAQ:DENN), Apollo Education Group, Inc. (NASDAQ:APOL), Marvell Technology Group Ltd. (NASDAQ:MRVL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Corning Incorporated (NYSE:GLW), DeVry Education Group Inc. (NYSE:DV), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Walmart Inc. (NYSE:WMT), Molson Coors Brewing Company (NYSE:TAP), Hospira Inc (NYSE:HSP), Costco Wholesale Corporation (NASDAQ:COST), Bank Of New York Mellon Corporation (The) (NYSE:BK), Allergan, Inc. (NYSE:AGN), Abbott Laboratories (NYSE:ABT), Viewpoint Financial Group, Valero Energy Corporation (NYSE:VLO), Sunoco Logistics Partners LP (NYSE:SXL), Precision Castparts Corporation (NYSE:PCP), ENERGY TRANSFER PARTNERS (NYSE:ETP)
Topics covered: Shale Drilling Dynamics, Shale Drilling Capital Expenditures, Shale, Oil Price Expectations, Oil and Gas Price Divergence, Offshore Deepwater Oil Discoveries, Offshore and Deepwater Drilling, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Nabors Industries Ltd. (NYSE:NBR), Lufkin Industries Inc., Helmerich & Payne, Inc. (NYSE:HP), Hercules Offshore, Inc. (NASDAQ:HERO), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Chesapeake Energy Corporation (NYSE:CHK), Atwood Oceanics, Inc. (NYSE:ATW), Hornbeck Offshore Services (NYSE:HOS), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tidewater Inc. (NYSE:TDW), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), GulfMark Offshore, Inc. (NYSE:GLF), General Electric Company (NYSE:GE), Cal Dive International Inc, Exxon Mobil Corporation (NYSE:XOM), Superior Energy Services, Inc. (NYSE:SPN), Oil States International, Inc. (NYSE:OIS), Natural Gas Services Group, Inc. (NYSE:NGS), Basic Energy Services, Inc. (NYSE:BAS)
