Topics covered: Top-Down Strategy/Bottom-Up Analysis, Long-Term Value Investing, Large-Cap Value, Debt to Equity
Companies covered: WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Molina Healthcare Inc (NYSE:MOH), Humana Inc. (NYSE:HUM), HealthSpring Inc., Centene Corporation (NYSE:CNC), Cigna Corporation (NYSE:CI), AMERIGROUP Corp., Aetna Inc. (NYSE:AET), Comcast Corporation (NASDAQ:CMCSA), CA Inc. (NASDAQ:CA), Occidental Petroleum Corporation (NYSE:OXY), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), General Electric Company (NYSE:GE), Flextronics International Ltd. (NASDAQ:FLEX), Canadian Natural Resources Limited (NYSE:CNQ), Anadarko Petroleum Corporation (NYSE:APC), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), TransCanada Corporation (NYSE:TRP), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Canadian Pacific Railway Limited (NYSE:CP), Bank of Nova Scotia (The) (NYSE:BNS), Wells Fargo & Company (NYSE:WFC), Walgreen Co., Vodafone Group Plc (NASDAQ:VOD), United Technologies Corporation (NYSE:UTX), Time Warner Cable Inc (NYSE:TWC), Siemens AG (OTCMKTS:SIEGY), Nokia Corporation (NYSE:NOK), Lockheed Martin Corporation (NYSE:LMT), Intel Corporation (NASDAQ:INTC), Honeywell International Inc. (NYSE:HON), Home Depot, Inc. (The) (NYSE:HD), Diageo plc (NYSE:DEO), Chevron Corporation (NYSE:CVX), Baxter International Inc. (NYSE:BAX), Aflac Incorporated (NYSE:AFL), ABB Ltd (NYSE:ABB), Seaboard Corporation (AMEX:SEB), Home Properties, Inc. (NYSE:HME)
