Topics covered: Value-Oriented Investing, Structured Investments in China, Overview of the Chinese Market, China's Emerging Markets
Companies covered: WESCO International, Inc. (NYSE:WCC), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Eaton Corporation, PLC (NYSE:ETN), Dresser-Rand Group Inc. (NYSE:DRC), Donaldson Company, Inc. (NYSE:DCI), Baldor Electric Co., Anixter International Inc. (NYSE:AXE), Smith (A.O.) Corporation (NYSE:AOS), Acorn Energy, Inc. (NASDAQ:ACFN), Exxon Mobil Corporation (NYSE:XOM), Vulcan Materials Company (NYSE:VMC), Questar Corporation (NYSE:STR), Plum Creek Timber Company, Inc. (NYSE:PCL), Potlatch Corporation (NASDAQ:PCH), Novo Nordisk A/S (NYSE:NVO), Martin Marietta Materials, Inc. (NYSE:MLM), MDU Resources Group, Inc. (NYSE:MDU), Leucadia National Corporation (NYSE:LUK), Heico Corporation (NYSE:HEI), FirstEnergy Corporation (NYSE:FE), Entergy Corporation (NYSE:ETR), Comstock Resources, Inc. (NYSE:CRK), Compass Diversified Holdings (NYSE:CODI), AGL Resources Inc., Baidu, Inc. (NASDAQ:BIDU), HP Inc (NYSE:HPQ), General Motors Company (NYSE:GM)
