Topics covered: Value Investing, Investing in Canada, Global Macroeconomic Trends, Downside Protection, Dividend Yields
Companies covered: Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), The Cheesecake Factory Incorporated (NASDAQ:CAKE), U.S. Bancorp (NYSE:USB), CGI Group, Inc. (NYSE:GIB), Barrick Gold Corporation (NYSE:GOLD), Bank of Nova Scotia (The) (NYSE:BNS), Ross Stores, Inc. (NASDAQ:ROST), Philip Morris International Inc (NYSE:PM), Annaly Capital Management Inc (NYSE:NLY), Altria Group (NYSE:MO), Federated Investors, Inc. (NYSE:FII), TELUS Corporation (NYSE:TU), Target Corporation (NYSE:TGT), Shaw Communications Inc. (NYSE:SJR), McDonald's Corporation (NYSE:MCD), Canadian National Railway Company (NYSE:CNI), Walgreen Co., Sun Life Financial Inc. (NYSE:SLF), Royal Bank Of Canada (NYSE:RY), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), NYSE Euronext, Inc., Microsoft Corporation (NASDAQ:MSFT), Manulife Financial Corp (NYSE:MFC), Goldcorp Inc. (NYSE:GG), CSX Corporation (NYSE:CSX), Canadian Imperial Bank of Commerce (NYSE:CM), Citigroup Inc. (NYSE:C), Bank Of Montreal (NYSE:BMO), Bank of America Corporation (NYSE:BAC)
Companies covered: H. B. Fuller Company (NYSE:FUL), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Monsanto Company (NYSE:MON), E.I. du Pont de Nemours and Company (NYSE:DD), CF Industries Holdings, Inc. (NYSE:CF), Agrium Inc. (NYSE:AGU), RPM International Inc. (NYSE:RPM), OM Group, Inc. (NYSE:OMG), Mosaic Company (The) (NYSE:MOS), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Huntsman Corporation (NYSE:HUN), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), American Vanguard Corporation (NYSE:AVD)
Companies covered: Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Zumiez Inc. (NASDAQ:ZUMZ), W.W. Grainger, Inc. (NYSE:GWW), Novartis AG (NYSE:NVS), Caterpillar, Inc. (NYSE:CAT), BP p.l.c. (NYSE:BP), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Procter & Gamble Company (The) (NYSE:PG), CNOOC Limited (NYSE:CEO), China Yuchai International Limited (NYSE:CYD)
Topics covered: Low Profitability and Low Interest Rates, Life and Property/Casualty Insurers, Insurance Reserves Adequacy, Commercial Line Brokers and Underwriters
Companies covered: The Travelers Companies, Inc. (NYSE:TRV), RenaissanceRe Holdings Ltd. (NYSE:RNR), Progressive Corporation (The) (NYSE:PGR), Chubb Corporation (The) (NYSE:CB), American International Group, Inc. (NYSE:AIG), Ace Limited (NYSE:ACE), Employers Holdings Inc (NYSE:EIG), Arch Capital Group Ltd. (NASDAQ:ACGL), W.R. Berkley Corporation (NYSE:WRB), Tower Group Inc., ProAssurance Corporation (NYSE:PRA), Markel Corporation (NYSE:MKL), Maiden Holdings, Ltd. (NASDAQ:MHLD), HCC Insurance Holdings, Inc. (NYSE:HCC), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Unum Group (NYSE:UNM), Reinsurance Group of America, Incorporated (NYSE:RGA), Prudential Financial, Inc. (NYSE:PRU), Protective Life Corp., Principal Financial Group Inc (NYSE:PFG), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), General Electric Company (NYSE:GE), CNO Financial Group, Inc. (NYSE:CNO), Assurant, Inc. (NYSE:AIZ), Aflac Incorporated (NYSE:AFL), XL Group plc (NYSE:XL), Meadowbrook Insurance Group, Inc. (NYSE:MIG), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Allstate Corporation (The) (NYSE:ALL), Allied World Assurance Company Holdings, AG (NYSE:AWH), Coca-Cola Bottling Co. Consolidated (NASDAQ:COKE), Tata Motors Ltd (NYSE:TTM), TRW Automotive Holdings Corporation (NYSE:TRW), Sanofi (NYSE:SNY), Reed Elsevier PLC (NYSE:RUK), Moody's Corporation (NYSE:MCO), Walt Disney Company (The) (NYSE:DIS), American Express Company (NYSE:AXP), Autoliv, Inc. (NYSE:ALV), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), The Navigators Group, Inc. (NASDAQ:NAVG), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Yum! Brands, Inc. (NYSE:YUM), Exxon Mobil Corporation (NYSE:XOM), Eli Lilly and Company (NYSE:LLY), Home Depot, Inc. (The) (NYSE:HD), Devon Energy Corporation (NYSE:DVN), DIRECTV (NASDAQ:DTV), Chevron Corporation (NYSE:CVX), Coach, Inc. (NYSE:COH), CBS Corporation (NYSE:CBS), Endurance Specialty Holdings Ltd (NYSE:ENH)
Topics covered: Secular Connector Demand Growth, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Component Price Erosion, Automotive
Companies covered: Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Universal Electronics Inc. (NASDAQ:UEIC), RELM Wireless Corporation (AMEX:RWC), Apple Inc. (NASDAQ:AAPL), Vishay Intertechnology, Inc. (NYSE:VSH), TTM Technologies, Inc. (NASDAQ:TTMI), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Flextronics International Ltd. (NASDAQ:FLEX), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Celestica, Inc. (NYSE:CLS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Littelfuse, Inc. (NASDAQ:LFUS), Belden Inc (NYSE:BDC), AVX Corporation (NYSE:AVX), Plexus Corp. (NASDAQ:PLXS), Tata Motors Ltd (NYSE:TTM), SanDisk Corporation (NASDAQ:SNDK), Sanmina Corporation (NASDAQ:SANM), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Corning Incorporated (NYSE:GLW), Anixter International Inc. (NYSE:AXE), Nordson Corporation (NASDAQ:NDSN), Cisco Systems, Inc. (NASDAQ:CSCO), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL)
