Topics covered: In Depth Review of the US Banking Industry
Companies covered: Syngenta AG (NYSE:SYT), UBS AG (NYSE:UBS), Microsoft Corporation (NASDAQ:MSFT), J P Morgan Chase & Co (NYSE:JPM), Deutsche Bank AG (NYSE:DB), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), American International Group, Inc. (NYSE:AIG), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), Morgan Stanley (NYSE:MS), Lazard Ltd. (NYSE:LAZ), Jefferies Group Inc., Goldman Sachs Group, Inc. (The) (NYSE:GS), Fortress Investment Group LLC (NYSE:FIG), Capital One Financial Corporation (NYSE:COF), Blackstone Inc. (NYSE:BX), Banco Santander, S.A., Barclays PLC (NYSE:BCS)
Topics covered: Value-Tilted Portfolio, Social-Responsibility Factors, Predictable Cask-Generating Companies, Global Energy Supply and Demand
Companies covered: Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), Time Warner Cable Inc (NYSE:TWC), Telephone and Data Systems, Inc. (NYSE:TDS), Scripps Networks Interactive, Inc (NYSE:SNI), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pepsico, Inc. (NASDAQ:PEP), Paradise Inc., Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Gerber Scientific Inc., Genuine Parts Company (NYSE:GPC), Equinix, Inc. (NASDAQ:EQIX), Dr Pepper Snapple Group, Inc (NYSE:DPS), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), CenturyLink, Inc. (NYSE:CTL), CLARCOR Inc. (NYSE:CLC), Cincinnati Bell Inc (NYSE:CBB), National Oilwell Varco, Inc. (NYSE:NOV), Research In Motion Ltd., Nucor Corporation (NYSE:NUE), Nokia Corporation (NYSE:NOK), Honda Motor Company, Ltd. (NYSE:HMC), Ford Motor Company (NYSE:F), Encana Corporation (NYSE:ECA), BP p.l.c. (NYSE:BP)
Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Emerging Market Demand
Companies covered: Service Corporation International (NYSE:SCI), Regal Entertainment Group (NYSE:RGC), O-I Glass (NYSE:OI), Coca-Cola Company (The) (NYSE:KO), Corrections Corporation of America (NYSE:CXW), Ball Corporation (NYSE:BALL), VALE S.A. (NYSE:VALE), Sociedad Quimica y Minera S.A. (NYSE:SQM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Solutia Inc., Rockwood Holdings Inc., Nalco Holding Co., Eastman Chemical Company (NYSE:EMN), Celanese Corporation (NYSE:CE), Monsanto Company (NYSE:MON), Intrepid Potash, Inc (NYSE:IPI), E.I. du Pont de Nemours and Company (NYSE:DD), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), American Equity Investment Life Holding Company (NYSE:AEL), Converted Organics Inc
Topics covered: Long-Biased Investing, Investing in Africa, Brazilian & Chilean Equities, Bottom-Up Investing
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Exxon Mobil Corporation (NYSE:XOM), JDS Uniphase Corporation (NASDAQ:JDSU), Investment Technology Group, Inc. (NYSE:ITG), Hanesbrands Inc. (NYSE:HBI), General Electric Company (NYSE:GE), Eaton Vance Corporation (NYSE:EV), Associated Banc-Corp, Yum! Brands, Inc. (NYSE:YUM), Walmart Inc. (NYSE:WMT), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), Cummins Inc. (NYSE:CMI), Apple Inc. (NASDAQ:AAPL), Talisman Energy Inc. (NYSE:TLM), Procter & Gamble Company (The) (NYSE:PG), Goldcorp Inc. (NYSE:GG), FedEx Corporation (NYSE:FDX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Barrick Gold Corporation (NYSE:GOLD), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Baidu, Inc. (NASDAQ:BIDU), Vmware, Inc. (NYSE:VMW), St. Jude Medical, Inc. (NYSE:STJ), National Oilwell Varco, Inc. (NYSE:NOV), Nike, Inc. (NYSE:NKE), Key Energy Services, Inc. (NYSE:KEG), J P Morgan Chase & Co (NYSE:JPM), General Mills, Inc. (NYSE:GIS), Ford Motor Company (NYSE:F), Salesforce.com Inc (NYSE:CRM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR)
Topics covered: Liquidity Positions and Capital Allocation Measures, Global Disaster Exposure, Emerging Market Expansion, Consolidation Trends
Companies covered: Unum Group (NYSE:UNM), Torchmark Corporation (NYSE:TMK), Sun Life Financial Inc. (NYSE:SLF), Prudential Public Limited Company (NYSE:PUK), Prudential Financial, Inc. (NYSE:PRU), Protective Life Corp., Principal Financial Group Inc (NYSE:PFG), Manulife Financial Corp (NYSE:MFC), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Genworth Financial Inc (NYSE:GNW), CNO Financial Group, Inc. (NYSE:CNO), American International Group, Inc. (NYSE:AIG), Aflac Incorporated (NYSE:AFL), Argo Group International Holdings, Ltd. (NASDAQ:AGII), AmTrust Financial Services, Inc. (NASDAQ:AFSI), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), Unitrin Inc., The Travelers Companies, Inc. (NYSE:TRV), Transatlantic Holdings Inc., SeaBright Insurance Holdings I, RenaissanceRe Holdings Ltd. (NYSE:RNR), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), Montpelier Re Holdings Ltd. (NYSE:MRH), Markel Corporation (NYSE:MKL), Loews Corporation (NYSE:L), HCC Insurance Holdings, Inc. (NYSE:HCC), Flagstone Reinsurance Holdings, Endurance Specialty Holdings Ltd (NYSE:ENH), Employers Holdings Inc (NYSE:EIG), CNA Financial Corporation (NYSE:CNA), Chubb Corporation (The) (NYSE:CB), Aspen Insurance Holdings Limited (NYSE:AHL), American Financial Group, Inc. (NYSE:AFG), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), The Hanover Insurance Group, Inc. (NYSE:THG), Axis Capital Holdings Limited (NYSE:AXS), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), Allstate Corporation (The) (NYSE:ALL), Cisco Systems, Inc. (NASDAQ:CSCO), Verizon Communications Inc. (NYSE:VZ), Vishay Intertechnology, Inc. (NYSE:VSH), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Molex Inc., AVX Corporation (NYSE:AVX), Amphenol Corporation (NYSE:APH), ASML Holding N.V. (NASDAQ:ASML), Apple Inc. (NASDAQ:AAPL), Xerox Corporation (NYSE:XRX), Radiant Systems Inc., Novellus Systems, Inc., NCR Corporation (NYSE:NCR), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Microchip Technology Incorporated (NASDAQ:MCHP), Logitech International S.A. (NASDAQ:LOGI), Kyocera Corporation (NYSE:KYO), Jabil Circuit, Inc. (NYSE:JBL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), Dell Inc. (NASDAQ:DELL), Diebold, Incorporated (NYSE:DBD), Celestica, Inc. (NYSE:CLS), Canon, Inc. (NYSE:CAJ), Benchmark Electronics, Inc. (NYSE:BHE), Universal Electronics Inc. (NASDAQ:UEIC), Reinsurance Group of America, Incorporated (NYSE:RGA), The Navigators Group, Inc. (NASDAQ:NAVG)
