Topics covered: Volatility Management, Small-Cap Alternative Investing, Long-Term Growth, Growth-value Relationship, Disciplined Investing
Companies covered: Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), Mastercard Incorporated (NYSE:MA), Goldman Sachs Group, Inc. (The) (NYSE:GS), Gilead Sciences, Inc. (NASDAQ:GILD), BB&T Corporation (NYSE:BBT), Procter & Gamble Company (The) (NYSE:PG), J P Morgan Chase & Co (NYSE:JPM), Webster Financial Corporation (NYSE:WBS), ValueClick Inc., Universal Health Services, Inc. (NYSE:UHS), Under Armour, Inc. (NYSE:UA), Coca-Cola Company (The) (NYSE:KO), Caterpillar, Inc. (NYSE:CAT), The Advisory Board Company (NASDAQ:ABCO), IBERIABANK Corporation (NASDAQ:IBKC), Hologic, Inc. (NASDAQ:HOLX), Equinix, Inc. (NASDAQ:EQIX), VeriSign, Inc. (NASDAQ:VRSN), Tiffany & Co. (NYSE:TIF), The Priceline Group Inc. (NASDAQ:PCLN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Las Vegas Sands Corp. (NYSE:LVS), Liberty Media Interactive, CarMax Inc (NYSE:KMX), F5 Networks, Inc. (NASDAQ:FFIV), Riverbed Technology, Inc. (NASDAQ:RVBD), HP Inc (NYSE:HPQ), HMS Holdings Corp (NASDAQ:HMSY), Dollar Tree, Inc. (NASDAQ:DLTR)