Topics covered: Top-Down and Bottom-Up Investing, High-Quality Growth, Global Economy
Companies covered: Mercer International Inc. (NASDAQ:MERC), Apple Inc. (NASDAQ:AAPL), Union Pacific Corporation (NYSE:UNP), Oracle Corporation (NYSE:ORCL), Exxon Mobil Corporation (NYSE:XOM), Cimarex Energy Co (NYSE:XEC), Walmart Inc. (NYSE:WMT), Walgreen Co., UnitedHealth Group Incorporated (NYSE:UNH), Texas Instruments Incorporated (NASDAQ:TXN), Sysco Corporation (NYSE:SYY), Progressive Corporation (The) (NYSE:PGR), Microsoft Corporation (NASDAQ:MSFT), Limited Brands Inc., Kimberly-Clark Corporation (NYSE:KMB), Nordstrom, Inc. (NYSE:JWN), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Humana Inc. (NYSE:HUM), HP Inc (NYSE:HPQ), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Dell Inc. (NASDAQ:DELL), Chevron Corporation (NYSE:CVX), Cigna Corporation (NYSE:CI), Aetna Inc. (NYSE:AET), Alphabet Inc (NASDAQ:GOOG)
Topics covered: Water Infrastructure Development, Water Industry Consolidation, Irrigation and Metering Technology
Companies covered: Tyson Foods, Inc. (NYSE:TSN), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), PetMed Express, Inc. (NASDAQ:PETS), PetSmart, Inc (NASDAQ:PETM), Costco Wholesale Corporation (NASDAQ:COST), Smithfield Foods Inc., HJ Heinz Co., Flowers Foods, Inc. (NYSE:FLO), Corn Products International In, Tractor Supply Company (NASDAQ:TSCO), Tiffany & Co. (NYSE:TIF), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Williams-Sonoma, Inc. (NYSE:WSM), Sanofi (NYSE:SNY), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Colgate-Palmolive Company (NYSE:CL), Waste Connections, Inc. (NYSE:WCN), Veolia Environnement SA, Republic Services, Inc. (NYSE:RSG), Covanta Holding Corporation (NYSE:CVA), Clean Harbors, Inc. (NYSE:CLH), Blackstone Inc. (NYSE:BX), Smart Balance, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Stantec Inc (NYSE:STN), Cisco Systems, Inc. (NASDAQ:CSCO), Nalco Holding Co., Itron, Inc. (NASDAQ:ITRI), Heckmann Corporation, Badger Meter, Inc. (NYSE:BMI), ITT Corporation (NYSE:ITT), Danaher Corporation (NYSE:DHR), AECOM (NYSE:ACM)
Topics covered: Improving Pet Acquisitions, Heightened Competition Among Medication Providers
Companies covered: Aqua America, Inc. (NYSE:WTR), Veolia Environnement SA, SJW Corporation (NYSE:SJW), California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), American Water Works (NYSE:AWK), The York Water Company (NASDAQ:YORW), UIL Holdings Corporation (NYSE:UIL), Pennichuck Corp., Middlesex Water Company (NASDAQ:MSEX), J P Morgan Chase & Co (NYSE:JPM), Connecticut Water Service, Inc. (NASDAQ:CTWS), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Deere & Company (NYSE:DE), Watts Water Technologies, Inc. (NYSE:WTS), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), Nalco Holding Co., ITT Corporation (NYSE:ITT), Insituform Technologies Inc., Heckmann Corporation, General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Energy Recovery, Inc. (NASDAQ:ERII), Danaher Corporation (NYSE:DHR), Calgon Carbon Corporation (NYSE:CCC)
Topics covered: Global and Overseas Investing, Deep-Value Investing
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Syntel, Inc. (NASDAQ:SYNT), ExlService Holdings, Inc. (NASDAQ:EXLS), Accenture plc. (NYSE:ACN), China Yuchai International Limited (NYSE:CYD)
Topics covered: Increased R&D, Higher Input Costs, Focus on Brand Equity
Companies covered: Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Walmart Inc. (NYSE:WMT), Safeway Inc. (NYSE:SWY), Ralcorp Holdings Inc., McCormick & Company, Incorporated (NYSE:MKC), Kraft Foods Inc., Kellogg Company (NYSE:K), Hershey Company (The) (NYSE:HSY), HJ Heinz Co., General Mills, Inc. (NYSE:GIS), Dean Foods Company (NYSE:DF), Campbell Soup Company (NYSE:CPB), Costco Wholesale Corporation (NASDAQ:COST), Conagra Brands Inc. (NYSE:CAG), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Inventure Foods, Inc. (NASDAQ:SNAK)
