Topics covered: Top-Down and Bottom-Up Investing, High-Quality Growth, Global Economy
Companies covered: Mercer International Inc. (NASDAQ:MERC), Apple Inc. (NASDAQ:AAPL), Union Pacific Corporation (NYSE:UNP), Oracle Corporation (NYSE:ORCL), Exxon Mobil Corporation (NYSE:XOM), Cimarex Energy Co (NYSE:XEC), Walmart Inc. (NYSE:WMT), Walgreen Co., UnitedHealth Group Incorporated (NYSE:UNH), Texas Instruments Incorporated (NASDAQ:TXN), Sysco Corporation (NYSE:SYY), Progressive Corporation (The) (NYSE:PGR), Microsoft Corporation (NASDAQ:MSFT), Limited Brands Inc., Kimberly-Clark Corporation (NYSE:KMB), Nordstrom, Inc. (NYSE:JWN), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Humana Inc. (NYSE:HUM), HP Inc (NYSE:HPQ), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Dell Inc. (NASDAQ:DELL), Chevron Corporation (NYSE:CVX), Cigna Corporation (NYSE:CI), Aetna Inc. (NYSE:AET), Alphabet Inc (NASDAQ:GOOG)
