Topics covered: Value Oriented Strategy, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Exposure to Emerging Markets, Dividend-Paying Stocks, Cyclical Sectors, Capital Appreciation, Balanced Investment Approach
Companies covered: Apple Inc. (NASDAQ:AAPL), Unilever PLC (NYSE:UL), Rayonier Inc. (NYSE:RYN), Panera Bread Company (NASDAQ:PNRA), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), National Oilwell Varco, Inc. (NYSE:NOV), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), Visa Inc. (NYSE:V), Starbucks Corporation (NASDAQ:SBUX), Hershey Company (The) (NYSE:HSY), Danaher Corporation (NYSE:DHR), Campbell Soup Company (NYSE:CPB), Colfax Corporation (NYSE:CFX), Citigroup Inc. (NYSE:C)
Topics covered: Student Housing REITs, Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, For-Profit Institutions, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends, Chinese Education Growth Catalysts
Companies covered: New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Rosetta Stone (NYSE:RST), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Education Realty Trust Inc. (NYSE:EDR), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Deutsche Bank AG (NYSE:DB), CoreSite Realty Corporation (NYSE:COR), American Campus Communities Inc (NYSE:ACC)
Topics covered: Specialty Hardlines and Softlines Retail, Promotional Retail Atmosphere, Price Transparency, Omnichannel Experience, International Retail Platforms, Cautious Consumer Spending, Broadline Retail, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Move, Inc., Beyond Inc. (NYSE:BYON), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Best Buy Co., Inc. (NYSE:BBY), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Target Corporation (NYSE:TGT), AT&T Inc. (NYSE:T), Staples, Inc. (NASDAQ:SPLS), Sony Corp Ord (NYSE:SNE), RadioShack Corp., Pier 1 Imports, Inc. (NYSE:PIR), Office Depot, Inc. (NASDAQ:ODP), Gamestop Corporation (NYSE:GME), ARI Network Services, Inc. (NASDAQ:ARIS)
Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Trucking Labor Shortage, Tight Truckload Capacity, Technology Adoption and Infrastructure Investments, Retail and Industrial Transportation Demand, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL
Companies covered: Safe Bulkers, Inc (NYSE:SB), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Atlas Air Worldwide Holdings (NASDAQ:AAWW), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), ArcBest Corporation (NASDAQ:ARCB), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), Kirby Corporation (NYSE:KEX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Genesee & Wyoming, Inc. (NYSE:GWR), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Air Transport Services Group, Inc (NASDAQ:ATSG), XPO Logistics, Inc. (NYSE:XPO), Rand Logistics, Inc. (NASDAQ:RLOG), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pioneer Natural Resources Company (NYSE:PXD), World Fuel Services Corporation (NYSE:INT), Forward Air Corporation (NASDAQ:FWRD), Enterprise Products Partners L.P. (NYSE:EPD), Diana Shipping inc. (NYSE:DSX), Cai International, Inc. (NYSE:CAP), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), Covenant Transportation Group, Inc. (NASDAQ:CVTI), Walmart Inc. (NYSE:WMT), Union Pacific Corporation (NYSE:UNP), Universal Truckload Services, Inc. (NASDAQ:UACL), Target Corporation (NYSE:TGT), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI)
Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Quality of Business, Low-Volatility Investing, Long-Term Investing, Growth at a Reasonable Price, Global Economy, Capitalizing on Negative Surprises
Companies covered: Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Questcor Pharmaceuticals, Inc., Ion Geophysical Corporation (NYSE:IO), DeVry Education Group Inc. (NYSE:DV), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Tyco International plc (NYSE:TYC), AT&T Inc. (NYSE:T), Rambus, Inc. (NASDAQ:RMBS), Microsoft Corporation (NASDAQ:MSFT), Medtronic, Inc. (NYSE:MDT), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Chevron Corporation (NYSE:CVX), Credit Suisse Group (NYSE:CS), Covidien Ltd. (NYSE:COV), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Abbott Laboratories (NYSE:ABT), Sempra Energy (NYSE:SRE), OGE Energy Corporation (NYSE:OGE), NiSource, Inc (NYSE:NI), Edison International (NYSE:EIX), Dominion Energy, Inc. (NYSE:D), Teva Pharmaceutical Industries Limited (NYSE:TEVA), BP p.l.c. (NYSE:BP)
