Topics covered: Store Sales Growth Trends, Shift Toward Healthier Food Options, Restaurant Trends in China, Restaurant Outperformance, Online Food Ordering in China, Macroeconomic Impacts on Restaurants, High-Valuation Restaurant Space, Focus on Brand Equity
Companies covered: Synutra International, Inc. (NASDAQ:SYUT), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Yum! Brands, Inc. (NYSE:YUM), Wendy's Company (The) (NASDAQ:WEN), McDonald's Corporation (NYSE:MCD), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Jack In The Box Inc. (NASDAQ:JACK), Denny's Corporation (NASDAQ:DENN), Chipotle Mexican Grill, Inc. (NYSE:CMG), Bloomin' Brands, Inc. (NASDAQ:BLMN), Amazon.com, Inc. (NASDAQ:AMZN), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Papa John's International, Inc. (NASDAQ:PZZA), Darden Restaurants, Inc. (NYSE:DRI), Domino's Pizza Inc (NYSE:DPZ), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Starbucks Corporation (NASDAQ:SBUX), The Cheesecake Factory Incorporated (NASDAQ:CAKE)
Topics covered: Valuation Discipline, Risk Management, Large-Cap Investing, Investing in Equity and Fixed Income, High-Quality Companies with Opportunistic Valuations, Dividend Growth Stocks, Deep Value Strategy, Benchmark-Agnostic Investing
Companies covered: Century Aluminum Company (NASDAQ:CENX), StanCorp Financial Group, Inc. (NYSE:SFG), Royal Caribbean Cruises Ltd. (NYSE:RCL), Allegheny Technologies Incorporated (NYSE:ATI), Alcoa Inc. (NYSE:AA), Enbridge Energy, L.P. (NYSE:EEP), American Water Works (NYSE:AWK), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Schlumberger N.V. (NYSE:SLB), 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), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), Microsoft Corporation (NASDAQ:MSFT)
Topics covered: Solar Growth Drivers and Headwinds, Solar Company Pipelines, M&A in Utility Sector, High-Valuation Utility Sector, Electric Vehicles, Electric Vehicle Competition, Differentiated Technology in Solar Industry, Alternative Energy Generation
Companies covered: American States Water Company (NYSE:AWR), Entergy Corporation (NYSE:ETR), Hawaiian Electric Industries, Inc. (NYSE:HE), Edison International (NYSE:EIX), Itron, Inc. (NASDAQ:ITRI), General Motors Company (NYSE:GM), First Solar, Inc. (NASDAQ:FSLR), EnerNOC, Inc. (NASDAQ:ENOC), Albemarle Corporation (NYSE:ALB), Wisconsin Energy Corporation (NYSE:WEC), Integrys Energy Group (NYSE:TEG), Southern Company (The) (NYSE:SO), ITC Holdings Corp. (NYSE:ITC), Dominion Energy Midstream Partners LP (NYSE:DM), Dominion Energy, Inc. (NYSE:D), American Water Works (NYSE:AWK), American DG Energy Inc. (AMEX:ADGE)
Topics covered: Regulatory Outlook Gains Clarity, Prolonged Interest Rate Environment Challenges, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Increased Short-Term Interest Rates, Consolidation in Regional Banking, Challenging Revenue Environment, C&I Lending
Companies covered: Southwest Georgia Financial Corporation (AMEX:SGB), U.S. Bancorp (NYSE:USB), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), PNC Financial Services Group, Inc. (The) (NYSE:PNC), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), The Bank of Kentucky Financial Corp. (NASDAQ:BKYF), BB&T Corporation (NYSE:BBT), Wells Fargo & Company (NYSE:WFC), Westpac Banking Corporation (OTCMKTS:WEBNF), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), J P Morgan Chase & Co (NYSE:JPM), Discover Financial Services (NYSE:DFS), Bank of Hawaii Corporation (NYSE:BOH), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Zions Bancorporation (NASDAQ:ZION), Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), People's United Financial, Inc. (NASDAQ:PBCT), M&T Bank Corporation (NYSE:MTB), KeyCorp (NYSE:KEY), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fulton Financial Corporation (NASDAQ:FULT), First Niagara Financial Group Inc. (NASDAQ:FNFG), Comerica Incorporated (NYSE:CMA)
Topics covered: Using Volatility to Generate Income, Steady Returns from Domestic Stocks, Quality and Valuation, Outperforming Over the Long Term, Investing in Emerging Markets, Focusing on Growth, Behavioral Model Investing, Active Management in ETFs, A Quantitative Value Investment Philosophy
Companies covered: Snap-On Incorporated (NYSE:SNA), Biogen Inc. (NASDAQ:BIIB), Apple Inc. (NASDAQ:AAPL), HDFC Bank Limited (NYSE:HDB), AT&T Inc. (NYSE:T), Southern Company (The) (NYSE:SO), Procter & Gamble Company (The) (NYSE:PG), Kimberly-Clark Corporation (NYSE:KMB), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Duke Energy Corporation (NYSE:DUK), Chevron Corporation (NYSE:CVX), Macy's Inc (NYSE:M), International Business Machines Corporation (NYSE:IBM), Gap, Inc. (The) (NYSE:GPS), Gamestop Corporation (NYSE:GME), Coach, Inc. (NYSE:COH), Best Buy Co., Inc. (NYSE:BBY)
