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)
