Topics covered: Relative Value Investing, Quality Growth Equity Portfolios, Large And Mid-Cap Dividend-Paying Companies, Higher Valuation Ratios, Growth-Oriented Positions And Aggressive Positions, Global Macroeconomic Discipline, Fixed Income Markets, Fixed Income, Combining A Stock Portfolio With A Short Index Call Portfolio, Buying Into The Negativity That Surrounds A Company, Anchor Positions, Above-Average Current Dividend Yields
Companies covered: ABIOMED, Inc. (NASDAQ:ABMD), Zimmer Holdings, Inc. (NYSE:ZMH), Thoratec Corporation (NASDAQ:THOR), Stryker Corporation (NYSE:SYK), The Spectranetics Corporation (NASDAQ:SPNC), Micrus Endovascular Corp., Medtronic, Inc. (NYSE:MDT), Inverness Medical Innovations, Hologic, Inc. (NASDAQ:HOLX), ev3, Inc., Edwards Lifesciences Corporation (NYSE:EW), Conceptus, Inc., Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), C.R. Bard, Inc. (NYSE:BCR), ATS Medical Inc., Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), Universal Corporation (NYSE:UVV), Ruby Tuesday, Inc. (NYSE:RT), Hormel Foods Corporation (NYSE:HRL), Genuine Parts Company (NYSE:GPC), General Mills, Inc. (NYSE:GIS), Duke Energy Corporation (NYSE:DUK), E.I. du Pont de Nemours and Company (NYSE:DD), Apollo Education Group, Inc. (NASDAQ:APOL), United Technologies Corporation (NYSE:UTX), Toyota Motor Corp Ltd Ord (NYSE:TM), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Quality Systems, Inc. (NASDAQ:QSII), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Procter & Gamble Company (The) (NYSE:PG), Monsanto Company (NYSE:MON), Massey Energy Co., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Alphabet Inc (NASDAQ:GOOG), First Solar, Inc. (NASDAQ:FSLR), Core Laboratories N.V. (NYSE:CLB), Chesapeake Energy Corporation (NYSE:CHK), Caterpillar, Inc. (NYSE:CAT), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Royal Caribbean Cruises Ltd. (NYSE:RCL), International Business Machines Corporation (NYSE:IBM), Amazon.com, Inc. (NASDAQ:AMZN), Scripps Networks Interactive, Inc (NYSE:SNI), Rio Tinto plc, QUALCOMM Incorporated (NASDAQ:QCOM), PMI Group Inc., Lowe's Companies, Inc. (NYSE:LOW), Lincoln Educational Services Corporation (NASDAQ:LINC), Home Depot, Inc. (The) (NYSE:HD), Deere & Company (NYSE:DE), Citigroup Inc. (NYSE:C), Bristol-Myers Squibb Company (NYSE:BMY), Best Buy Co., Inc. (NYSE:BBY), American International Group, Inc. (NYSE:AIG), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), Praxair, Inc. (NYSE:PX), KeyCorp (NYSE:KEY), Foot Locker, Inc. (NYSE:FL), Expedia, Inc. (NASDAQ:EXPE), Brunswick Corporation (NYSE:BC), Tyco International plc (NYSE:TYC), Teleflex Incorporated (NYSE:TFX), Macy's Inc (NYSE:M), Jo-Ann Stores Inc., Hospira Inc (NYSE:HSP), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cardinal Health, Inc. (NYSE:CAH), Abbott Laboratories (NYSE:ABT)
