Topics covered: Technical Analysis and Traditional Valuation Metrics, Systematic Valuation Discipline, Sustainable Competitive Advantages, Margin of Safety, Large-Cap Growth, Growth Stocks at Value Prices, Due Diligence on Macroeconomic Fundamentals, Consistent Earnings Growth, Attractive Value-oriented Investments
Companies covered: Teva Pharmaceutical Industries Limited (NYSE:TEVA), Paragon Offshore plc (NYSE:PGN), Novo Nordisk A/S (NYSE:NVO), McCormick & Company, Incorporated (NYSE:MKC), Medtronic, Inc. (NYSE:MDT), EOG Resources, Inc. (NYSE:EOG), Barnes & Noble, Inc. (NYSE:BKS), Bank of America Corporation (NYSE:BAC), Automatic Data Processing, Inc. (NASDAQ:ADP), Walmart Inc. (NYSE:WMT), Novartis AG (NYSE:NVS), Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), HP Inc (NYSE:HPQ), Fiserv, Inc. (NYSE:FI), DST Systems, Inc. (NYSE:DST), Canadian National Railway Company (NYSE:CNI), Cadbury plc, Alcon Inc., Philip Morris International Inc (NYSE:PM), The Priceline Group Inc. (NASDAQ:PCLN), Altria Group (NYSE:MO), Fluor Corporation (NYSE:FLR), CVS Health Corporation (NYSE:CVS)
Topics covered: Real Estate Occupancy Rates By Asset Class, Price Relative To Net Asset Value, Present And Future Capital Formation, Past, FFO Multiples, Dividend Rates Versus 10 Year Treasury Rates, Current Implied Cap Rates, 2010 Net Operating Income Growth For Real Estate Assets
Companies covered: United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Home Properties, Inc. (NYSE:HME), Health Care REIT, Inc. (NYSE:HCN), First Potomac Realty Trust (NYSE:FPO), Duke Realty Corporation (NYSE:DRE), Douglas Emmett, Inc. (NYSE:DEI), DCT Industrial Trust Inc (NYSE:DCT), Camden Property Trust (NYSE:CPT), Biomed Realty Trust (NYSE:BMR), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Equity Residential (NYSE:EQR), DDR Corp. (NYSE:DDR), Liberty Property Trust, Federal Realty Investment Trust (NYSE:FRT), Education Realty Trust Inc. (NYSE:EDR), Blackstone Inc. (NYSE:BX), Boston Properties, Inc. (NYSE:BXP), Weingarten Realty Investors (NYSE:WRI), Ventas, Inc. (NYSE:VTR), SL Green Realty Corporation (NYSE:SLG), ProLogis, Inc. (NYSE:PLD), National Retail Properties (NYSE:NNN), Macerich Company (The) (NYSE:MAC), Lexington Realty Trust (NYSE:LXP), LaSalle Hotel Properties (NYSE:LHO), Kimco Realty Corporation (NYSE:KIM), Host Hotels & Resorts, Inc. (NYSE:HST), Hospitality Properites Trust (NYSE:HPT), Essex Property Trust, Inc. (NYSE:ESS), Emeritus Corp., Equity One, Inc. (NYSE:EQY), Diamondrock Hospitality Company (NYSE:DRH), Brookfield Properties Corporat, Brandywine Realty Trust (NYSE:BDN), Brookfield Asset Management Inc (NYSE:BAM), Entree Gold Inc (AMEX:EGI), Endeavour Silver Corporation (NYSE:EXK)
Topics covered: Supercycle In Gold Demand, Relationship Between Base Metals, Precious Metals And Commodities, Platinum And Palladium Demand, Petrodollars And Gold Price Relationship, Oil And Natural Gas Price Projections, Iron Ore Price Projections, Copper Price Projections, Commodity Price Projections And European Utilities, Coal Price Projections, Accommodative Fed Policy And Metals Pricing, 2010 Gold Market Outlook
Companies covered: Hecla Mining Company (NYSE:HL), Claude Resources, Inc., Regency Centers Corporation (NYSE:REG), Solitario Zinc Corp. (NYSEAMERICAN:XPL), W.P. Carey Inc. (NYSE:WPC), Investors Real Estate Trust (NYSE:IRET), China Natural Resources, Inc. (NASDAQ:CHNR), Quaterra Resources Inc., Protective Life Corp., Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Gilead Sciences, Inc. (NASDAQ:GILD), Allergan, Inc. (NYSE:AGN), Barrick Gold Corporation (NYSE:GOLD), American Shared Hospital Services (AMEX:AMS), Kinross Gold Corporation (NYSE:KGC), Goldcorp Inc. (NYSE:GG), Buenaventura Mining Company Inc. (NYSE:BVN), AngloGold Ashanti Limited (NYSE:AU), LGL Group, Inc. (The) (AMEX:LGL), Iamgold Corporation (NYSE:IAG)
Topics covered: Value Investing, Sustainable Growth Companies, Sustainable Competitive Advantages, Small Clear Market Leaders, Small and Mid-cap Companies, High-quality Companies at Reasonable Prices, Dominant Competitive Positions, All-cap Growth Strategy
Topics covered: Medical Capital Equipment Expenditures
