Topics covered: Long-Biased Investing, Investing in Africa, Brazilian & Chilean Equities, Bottom-Up Investing
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Exxon Mobil Corporation (NYSE:XOM), JDS Uniphase Corporation (NASDAQ:JDSU), Investment Technology Group, Inc. (NYSE:ITG), Hanesbrands Inc. (NYSE:HBI), General Electric Company (NYSE:GE), Eaton Vance Corporation (NYSE:EV), Associated Banc-Corp, Yum! Brands, Inc. (NYSE:YUM), Walmart Inc. (NYSE:WMT), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), Cummins Inc. (NYSE:CMI), Apple Inc. (NASDAQ:AAPL), Talisman Energy Inc. (NYSE:TLM), Procter & Gamble Company (The) (NYSE:PG), Goldcorp Inc. (NYSE:GG), FedEx Corporation (NYSE:FDX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Barrick Gold Corporation (NYSE:GOLD), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Baidu, Inc. (NASDAQ:BIDU), Vmware, Inc. (NYSE:VMW), St. Jude Medical, Inc. (NYSE:STJ), National Oilwell Varco, Inc. (NYSE:NOV), Nike, Inc. (NYSE:NKE), Key Energy Services, Inc. (NYSE:KEG), J P Morgan Chase & Co (NYSE:JPM), General Mills, Inc. (NYSE:GIS), Ford Motor Company (NYSE:F), Salesforce.com Inc (NYSE:CRM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR)
