Topics covered: Valuing Intangible Assets, Value Style Philosophy, Under-appreciated Intrinsic Value, Top-down Approach, Out-of-favor stocks and Quality Companies, Large-Cap Value, High-Quality Companies, Fundamental-Oriented Investing, Bottom-Up Stock s and the MLP Asset Class, Balance Between Value and Fundamentals
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Smith International Inc., Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tortoise MLP Fund, Inc. (NYSE:NTG), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), Chevron Corporation (NYSE:CVX), BJ Services Company, Baker Hughes (NYSE:BKR), Nasdaq Inc (NASDAQ:NDAQ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Electronic Arts Inc., Visa Inc. (NYSE:V), Toyota Motor Corp Ltd Ord (NYSE:TM), QUALCOMM Incorporated (NASDAQ:QCOM), Philip Morris International Inc (NYSE:PM), Pepsico, Inc. (NASDAQ:PEP), Altria Group (NYSE:MO), Mastercard Incorporated (NYSE:MA), FTI Consulting, Inc. (NYSE:FCN), American Express Company (NYSE:AXP), XTO Energy Inc., ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Devon Energy Corporation (NYSE:DVN), Chesapeake Energy Corporation (NYSE:CHK), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Ford Motor Company (NYSE:F), CVS Health Corporation (NYSE:CVS), Franklin Resources, Inc. (NYSE:BEN), Best Buy Co., Inc. (NYSE:BBY), State Street Corporation (NYSE:STT), Pioneer Natural Resources Company (NYSE:PXD), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Murphy Oil Corporation (NYSE:MUR), Morgan Stanley (NYSE:MS), Merck & Company, Inc. (NYSE:MRK), MetLife, Inc. (NYSE:MET), Coca-Cola Company (The) (NYSE:KO), Harris Corporation (NYSE:HRS), Helmerich & Payne, Inc. (NYSE:HP), Honda Motor Company, Ltd. (NYSE:HMC), General Electric Company (NYSE:GE), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), Dell Inc. (NASDAQ:DELL), Covidien Ltd. (NYSE:COV), ConocoPhillips (NYSE:COP), Becton, Dickinson and Company (NYSE:BDX), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Walgreen Co., Thermo Fisher Scientific Inc (NYSE:TMO), Tiffany & Co. (NYSE:TIF), Suncor Energy Inc. (NYSE:SU), Stericycle, Inc. (NASDAQ:SRCL), Republic Services, Inc. (NYSE:RSG), Northern Trust Corporation (NASDAQ:NTRS), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), MBIA, Inc. (NYSE:MBI), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), Harley-Davidson, Inc. (NYSE:HOG), Dow Inc. (NYSE:DOW), Diageo plc (NYSE:DEO), Canadian Natural Resources Limited (NYSE:CNQ), Bank Of New York Mellon Corporation (The) (NYSE:BK), American International Group, Inc. (NYSE:AIG), Wells Fargo & Company (NYSE:WFC), Tupperware Brands Corporation (NYSE:TUP), Prudential Financial, Inc. (NYSE:PRU), Lincoln National Corporation (NYSE:LNC), Intel Corporation (NASDAQ:INTC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Freeport-McMoran, Inc. (NYSE:FCX), BB&T Corporation (NYSE:BBT), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
