Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, -Brazilian and Mexican Purchasing Power Growth
Companies covered: Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Bridgepoint Education, Inc. (NYSE:BPI), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Best Buy Co., Inc. (NYSE:BBY), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Apple Inc. (NASDAQ:AAPL), V.F. Corporation (NYSE:VFC), Under Armour, Inc. (NYSE:UA), The Talbots Inc., Tiffany & Co. (NYSE:TIF), Staples, Inc. (NASDAQ:SPLS), Saks Incorporated, Ralph Lauren Corporation (NYSE:RL), Procter & Gamble Company (The) (NYSE:PG), O'Reilly Automotive, Inc. (NASDAQ:ORLY), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Nike, Inc. (NYSE:NKE), Macy's Inc (NYSE:M), Nordstrom, Inc. (NYSE:JWN), Guess?, Inc. (NYSE:GES), Coldwater Creek Inc., Coach, Inc. (NYSE:COH), Chico's FAS, Inc. (NYSE:CHS), AutoZone, Inc. (NYSE:AZO), Abercrombie & Fitch Company (NYSE:ANF), Advance Auto Parts Inc (NYSE:AAP), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Lumber Liquidators Holdings, Inc (NYSE:LL), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Colgate-Palmolive Company (NYSE:CL), MercadoLibre, Inc. (NASDAQ:MELI), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Companhia Brasileira de Distribuicao (NYSE:CBD), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Ross Stores, Inc. (NASDAQ:ROST), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), New York & Company, Inc. (NYSE:NWY), lululemon athletica inc. (NASDAQ:LULU), Gap, Inc. (The) (NYSE:GPS), Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), American Eagle Outfitters, Inc. (NYSE:AEO), Weyerhaeuser Company (NYSE:WY), LiveDeal, Inc. (NASDAQ:LIVE), Cambium Learning Group, Inc. (NASDAQ:ABCD), Noah Education Holdings, Ltd.
Topics covered: Sector Neutral Relative Value Approach, Large Cap Companies, High-Quality, Concentrated Value Investing
Companies covered: Wells Fargo & Company (NYSE:WFC), MBIA, Inc. (NYSE:MBI), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Discover Financial Services (NYSE:DFS), Chevron Corporation (NYSE:CVX)
Topics covered: Value Propositions in For-Profit Education, Gainful Employment Clarification, Enrollment and Retention Trends, Decreasing Pell Grants
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Williams-Sonoma, Inc. (NYSE:WSM), Walmart Inc. (NYSE:WMT), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), TJX Companies, Inc. (The) (NYSE:TJX), Staples, Inc. (NASDAQ:SPLS), Sears Holdings Corporation (OTCMKTS:SHLDQ), Pier 1 Imports, Inc. (NYSE:PIR), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Gamestop Corporation (NYSE:GME), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), Best Buy Co., Inc. (NYSE:BBY), Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Washington Post Co., Strayer Education, Inc. (NASDAQ:STRA), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Grand Canyon Education, Inc. (NASDAQ:LOPE), New Oriental Education & Technology Group, Inc. (NYSE:EDU), Blackboard Inc., Golfsmith International Holdin, Autobytel Inc. (NASDAQ:ABTL), Sport Chalet Inc., K12 Inc (NYSE:LRN)
Topics covered: Large-Cap Value, Dividend Investments, Diversified Investment Approach
Companies covered: Pfizer, Inc. (NYSE:PFE), Johnson & Johnson (NYSE:JNJ)
Topics covered: Residential and Commercial REITs, Real Estate New Supply, Pricing Power Outlook, Correlation Between Macroeconomy and Real Estate, Acquisition and Financing Costs
Companies covered: Washington Real Estate Investment Trust (NYSE:WRE), Simon Property Group, Inc. (NYSE:SPG), SL Green Realty Corporation (NYSE:SLG), ProLogis, Inc. (NYSE:PLD), Lexington Realty Trust (NYSE:LXP), Douglas Emmett, Inc. (NYSE:DEI), Boston Properties, Inc. (NYSE:BXP), American Capital Agency Corp. (NASDAQ:AGNC), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), U-Store-It Trust, Sovran Self Storage, Inc. (NYSE:SSS), Home Properties, Inc. (NYSE:HME), Equity Lifestyle Properties, Inc. (NYSE:ELS), Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Associated Estates Realty Corporation (NYSE:AEC), EPR Properties (NYSE:EPR)
