Topics covered: Unified Managed Accounts, Top-down Approach to Large-Cap Value Investing, Sustainable High Return on Equity, Spirit of America Fund, Investing in Africa, Growth at a Reasonable Price, Global Investing, Asset Allocation
Companies covered: XTO Energy Inc., Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Cisco Systems, Inc. (NASDAQ:CSCO), Verizon Communications Inc. (NYSE:VZ), Merck & Company, Inc. (NYSE:MRK), General Electric Company (NYSE:GE), CSX Corporation (NYSE:CSX), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), Tele Norte Leste Participacoes, Turkcell Iletisim Hizmetleri AS (NYSE:TKC), Sanofi (NYSE:SNY), Penn West Petroleum Ltd (NYSE:PWE), PetroChina Company Limited (NYSE:PTR), Pfizer, Inc. (NYSE:PFE), GlaxoSmithKline PLC (NYSE:GSK), Canadian Natural Resources Limited (NYSE:CNQ), CNOOC Limited (NYSE:CEO)
