Topics covered: Unique Global Deep-Value Opportunities, Tax-Managed Equity Portfolio, Management Of A Benchmarked, Long-Only Portfolios, Europe And Emerging Asia, Diversified Stock Income Portfolio, Core/Relative Value Style, Consistent Growth In Sales And Earnings
Companies covered: WSFS Financial Corporation (NASDAQ:WSFS), Wilmington Trust Corporation, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southern National Bancorp of Virginia, Inc. (NASDAQ:SONA), Synovus Financial Corp. (NYSE:SNV), Peoples Financial Corporation (NASDAQ:PFBX), Old Point Financial Corporation (NASDAQ:OPOF), IBERIABANK Corporation (NASDAQ:IBKC), HF Financial Corp. (NASDAQ:HFFC), Hancock Holding Company (NASDAQ:HBHC), Yahoo! Inc. (NASDAQ:YHOO), IAC/InterActiveCorp (NASDAQ:IAC), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Central Fund of Canada Limited (AMEX:CEF), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Urban Outfitters, Inc. (NASDAQ:URBN), Staples, Inc. (NASDAQ:SPLS), Ralcorp Holdings Inc., Nordstrom, Inc. (NYSE:JWN), J P Morgan Chase & Co (NYSE:JPM), HJ Heinz Co., Goldman Sachs Group, Inc. (The) (NYSE:GS), Family Dollar Stores, Inc. (NYSE:FDO), Ford Motor Company (NYSE:F), Estee Lauder Companies, Inc. (The) (NYSE:EL), Cree, Inc. (NASDAQ:CREE), Corinthian Colleges, Inc. (NASDAQ:COCO), State Street Corporation (NYSE:STT)
