Best Portfolio Manager Interviews of 2015

January 04, 2016

Buy ($175)

Companies covered: Tesla Motors, Inc. (NASDAQ:TSLA), Amazon.com, Inc. (NASDAQ:AMZN), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Unilever PLC (NYSE:UL), Masco Corporation (NYSE:MAS), Lam Research Corporation (NASDAQ:LRCX), Lowe's Companies, Inc. (NYSE:LOW), HP Inc (NYSE:HPQ), Home Depot, Inc. (The) (NYSE:HD), Celgene Corporation (NASDAQ:CELG), Baidu, Inc. (NASDAQ:BIDU), Visa Inc. (NYSE:V), Union Pacific Corporation (NYSE:UNP), Under Armour, Inc. (NYSE:UA), Starbucks Corporation (NASDAQ:SBUX), The Priceline Group Inc. (NASDAQ:PCLN), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Salesforce.com Inc (NYSE:CRM), Alliance Data Systems Corporation (NYSE:ADS), Wells Fargo & Company (NYSE:WFC), J P Morgan Chase & Co (NYSE:JPM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Bank of America Corporation (NYSE:BAC), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Xcel Energy Inc. (NYSE:XEL), Urban Outfitters, Inc. (NASDAQ:URBN), Time Warner Inc. (NYSE:TWX), Staples, Inc. (NASDAQ:SPLS), Newmont Corporation (NYSE:NEM), Noble Energy Inc. (NYSE:NBL), General Electric Company (NYSE:GE), Devon Energy Corporation (NYSE:DVN), Discovery Communications, Inc. (NASDAQ:DISCA), Bunge Limited (NYSE:BG), Allegheny Technologies Incorporated (NYSE:ATI), Apple Inc. (NASDAQ:AAPL), Sonic Corp. (NASDAQ:SONC), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), Southwest Airlines Company (NYSE:LUV), Aetna Inc. (NYSE:AET), Tidewater Inc. (NYSE:TDW), SanDisk Corporation (NASDAQ:SNDK), NetApp, Inc. (NASDAQ:NTAP), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Mattel, Inc. (NASDAQ:MAT), Juniper Networks, Inc. (NYSE:JNPR), Hasbro, Inc. (NASDAQ:HAS), Walt Disney Company (The) (NYSE:DIS), Comcast Corporation (NASDAQ:CMCSA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Wynn Resorts, Limited (NASDAQ:WYNN), Time Warner Cable Inc (NYSE:TWC), Grupo Televisa S.A. (NYSE:TV), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), AT&T Inc. (NYSE:T), Sony Corp Ord (NYSE:SNE), News Corporation (NASDAQ:NWSA), Las Vegas Sands Corp. (NYSE:LVS), Liberty Global plc (NASDAQ:LBTYA), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), DIRECTV (NASDAQ:DTV), Cablevision Systems Corporation (NYSE:CVC), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), National Oilwell Varco, Inc. (NYSE:NOV), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), Chubb Corporation (The) (NYSE:CB), Axis Capital Holdings Limited (NYSE:AXS), Aflac Incorporated (NYSE:AFL), TJX Companies, Inc. (The) (NYSE:TJX), L Brands, Inc. (NYSE:LB), United Technologies Corporation (NYSE:UTX), Accenture plc. (NYSE:ACN), Ace Limited (NYSE:ACE), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), Costco Wholesale Corporation (NASDAQ:COST), FedEx Corporation (NYSE:FDX), Walmart Inc. (NYSE:WMT), Veeva Systems Inc. (NYSE:VEEV), Amgen Inc. (NASDAQ:AMGN), Gilead Sciences, Inc. (NASDAQ:GILD), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Illumina, Inc. (NASDAQ:ILMN), Procter & Gamble Company (The) (NYSE:PG), Rackspace Hosting, Inc (NYSE:RAX), GoPro, Inc. (NASDAQ:GPRO), Helmerich & Payne, Inc. (NYSE:HP), United Parcel Service, Inc. (NYSE:UPS), Xilinx, Inc. (NASDAQ:XLNX), Altera Corporation (NASDAQ:ALTR), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Kohl's Corporation (NYSE:KSS), Skyworks Solutions, Inc. (NASDAQ:SWKS), Whole Foods Market, Inc. (NASDAQ:WFM), International Business Machines Corporation (NYSE:IBM), Twitter, Inc. (NYSE:TWTR), Bayerische Motoren Werke AG (ETR:BMW), Internet of Things (CVE:ITT), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), CME Group Inc. (NASDAQ:CME), Waters Corporation (NYSE:WAT), T. Rowe Price Group, Inc. (NASDAQ:TROW), QUALCOMM Incorporated (NASDAQ:QCOM), MSC Industrial Direct Company, Inc. (NYSE:MSM), Marriott International (NASDAQ:MAR), Coca-Cola Company (The) (NYSE:KO), Express Scripts Holding Company (NASDAQ:ESRX), Ultra Petroleum Corp. (NYSE:UPL), Unit Corporation (NYSE:UNT), Tesoro Corporation (NYSE:TSO), Republic Airways Holdings, Inc. (NASDAQ:RJET), Ingram Micro Inc. (NYSE:IM), Dillard's, Inc. (NYSE:DDS), Cooper Tire & Rubber Company (NYSE:CTB), Alaska Air Group, Inc. (NYSE:ALK), Cisco Systems, Inc. (NASDAQ:CSCO), Medtronic, Inc. (NYSE:MDT), Lorillard, Inc (NYSE:LO), Kroger Company (The) (NYSE:KR), Hanesbrands Inc. (NYSE:HBI), Dow Inc. (NYSE:DOW), Covidien Ltd. (NYSE:COV), BP p.l.c. (NYSE:BP), Thermo Fisher Scientific Inc (NYSE:TMO), Rayonier Inc. (NYSE:RYN), Oracle Corporation (NYSE:ORCL), Masimo Corporation (NASDAQ:MASI), International Game Technology (NYSE:IGT), FTI Consulting, Inc. (NYSE:FCN), Dresser-Rand Group Inc. (NYSE:DRC)

Using a GARP Strategy to Manage a Midcap and a Large-Cap Fund
Klintworth, Robert C.;  Peter W. Tuz;  Brian J. Lazorishak
Buying Income Within a Margin of Safety
Robert Hordon;  Edward Meigs
A Fundamentally Driven Investment Approach to Finding Quality and Value
Thomas A. Derse;  Scott T. Larson;  Kevin Bernzott

Investing Strategies

December 31, 2015

Buy ($175)

Companies covered: Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Oracle Corporation (NYSE:ORCL), Liberty Media Corporation (NASDAQ:LMCA), Time Warner Inc. (NYSE:TWX), Viacom Inc. (NASDAQ:VIA), Live Nation Entertainment, Inc. (NYSE:LYV), Sirius XM Holdings Inc. (NASDAQ:SIRI), Gamestop Corporation (NYSE:GME), LifeLock, Inc. (NYSE:LOCK), Terra Nitrogen Company, L.P. (NYSE:TNH), CF Industries Holdings, Inc. (NYSE:CF), Solarwinds, Inc. (NYSE:SWI), Universal Health Services, Inc. (NYSE:UHS), Mylan Inc. (NASDAQ:MYL), Kroger Company (The) (NYSE:KR), Nordstrom, Inc. (NYSE:JWN), Whirlpool Corporation (NYSE:WHR), Walmart Inc. (NYSE:WMT), The Charles Schwab Corporation (NYSE:SCHW), McDonald's Corporation (NYSE:MCD), Microsoft Corporation (NASDAQ:MSFT), Comcast Corporation (NASDAQ:CMCSA), Novartis AG (NYSE:NVS), Pepsico, Inc. (NASDAQ:PEP), CVS Health Corporation (NYSE:CVS), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), T-Mobile US, Inc. (NASDAQ:TMUS), Aqua America, Inc. (NYSE:WTR), Flowserve Corporation (NYSE:FLS), Magellan Midstream Partners L.P. (NYSE:MMP), Range Resources Corporation (NYSE:RRC), Tesla Motors, Inc. (NASDAQ:TSLA), Verifone Systems, Inc. (NYSE:PAY), Cognex Corporation (NASDAQ:CGNX), Facebook, Inc. (NASDAQ:FB), Moody's Corporation (NYSE:MCO), McGraw Hill Financial, Inc. (NYSE:MHFI), CarMax Inc (NYSE:KMX), IMAX Corporation (NYSE:IMAX), Red Hat, Inc. (NYSE:RHT), JPMorgan Chase & Co. (NYSE:JPM), Discover Financial Services (NYSE:DFS), Union Pacific Corporation (NYSE:UNP), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Johnson & Johnson (NYSE:JNJ), Lamar Advertising Company (NASDAQ:LAMR), Sun Communities, Inc. (NYSE:SUI), Equity Lifestyle Properties, Inc. (NYSE:ELS), Citigroup Inc. (NYSE:C), Anheuser-Busch Inbev SA (NYSE:BUD), Home Depot, Inc. (The) (NYSE:HD), Lear Corporation (NYSE:LEA), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Bayerische Motoren Werke AG (ETR:BMW), Fifth Third Bancorp (NASDAQ:FITB), Vantiv, Inc. (NYSE:VNTV)

Oil & Gas: Drilling Equipment & Services

December 31, 2015

Buy ($175)

Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV), Cameron International Corporation (NYSE:CAM), FMC Technologies, Inc. (NYSE:FTI), Oceaneering International, Inc. (NYSE:OII), ENSCO plc (NYSE:ESV), Noble Corporation (NYSE:NE), Rowan Companies plc (NYSE:RDC), U.S. Silica Holdings, Inc. (NYSE:SLCA), Core Laboratories N.V. (NYSE:CLB), RigNet, Inc. (NASDAQ:RNET), Tetra Technologies, Inc. (NYSE:TTI), Transocean Ltd. (NYSE:RIG), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Bristow Group Inc. (NYSE:VTOL), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), C&J Energy Services, Inc. (NYSE:CJES), Calfrac Well Services Ltd (TSE:CFW), RPC, Inc. (NYSE:RES), Technip (EPA:TEC), Seadrill Limited (NYSE:SDRL)

Northeast and Mid-Atlantic Banks

December 31, 2015

Buy ($175)

Companies covered: Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), BB&T Corporation (NYSE:BBT), KeyCorp (NYSE:KEY), Regions Financial Corporation (NYSE:RF), SunTrust Banks, Inc. (NYSE:STI), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Zions Bancorporation (NASDAQ:ZION), Bank Of New York Mellon Corporation (The) (NYSE:BK), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), M&T Bank Corporation (NYSE:MTB), New York Community Bancorp, Inc. (NYSE:NYCB), Astoria Financial Corporation (NYSE:AF), First Niagara Financial Group Inc. (NASDAQ:FNFG), Signature Bank (NASDAQ:SBNY), National Penn Bancshares, Inc. (NASDAQ:NPBC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Fifth Third Bancorp (NASDAQ:FITB), SLM Corporation (NASDAQ:SLMBP), Discover Financial Services (NYSE:DFS), Bridge Bancorp, Inc. (NASDAQ:BDGE), Suffolk Bancorp (NASDAQ:SUBK), OceanFirst Financial Corp. (NASDAQ:OCFC), Stonegate Bank (NASDAQ:SGBK), Seacoast Banking Corporation of Florida (NASDAQ:SBCF), CenterState Banks, Inc. (NASDAQ:CSFL), BNC Bancorp (NASDAQ:BNCN), Park Sterling Corporation (NASDAQ:PSTB), Carolina Bank Holdings Inc. (NASDAQ:CLBH), State Bank Financial Corporation. (NASDAQ:STBZ), Fidelity Southern Corporation (NASDAQ:LION), Atlantic Capital Bancshares Inc (NASDAQ:ACBI), PacWest Bancorp (NASDAQ:PACW), MidSouth Bancorp (NYSE:MSL), First Resource Bank (OTCMKTS:FRSB), Sun Bancorp, Inc. (NASDAQ:SNBC), Flushing Financial Corporation (NASDAQ:FFIC), Howard Bancorp, Inc. (NASDAQ:HBMD)

Best CEO Interviews of 2015

December 23, 2015

Buy ($175)

Companies covered: American Water Works (NYSE:AWK), Hexcel Corporation (NYSE:HXL), PMC - Sierra, Inc. (NASDAQ:PMCS), Wabco Holdings Inc. (NYSE:WBC), Internap Corporation (NASDAQ:INAP), ManpowerGroup (NYSE:MAN), CoreSite Realty Corporation (NYSE:COR), New York REIT, Inc. (NYSE:NYRT), Data I/O Corporation (NASDAQ:DAIO), Education Realty Trust Inc. (NYSE:EDR), Asure Software Inc (NASDAQ:ASUR), Energy Recovery, Inc. (NASDAQ:ERII), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), XPO Logistics, Inc. (NYSE:XPO), Equity One, Inc. (NYSE:EQY), Spirit Realty Capital, Inc. (NYSE:SRC), Apple Hospitality REIT, Inc. (NYSE:APLE), Mentor Graphics Corporation (NASDAQ:MENT), American States Water Company (NYSE:AWR), Penn National Gaming, Inc. (NASDAQ:PENN)

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