Topics covered: Value-Tilted Portfolio, Social-Responsibility Factors, Predictable Cask-Generating Companies, Global Energy Supply and Demand
Companies covered: Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), Time Warner Cable Inc (NYSE:TWC), Telephone and Data Systems, Inc. (NYSE:TDS), Scripps Networks Interactive, Inc (NYSE:SNI), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pepsico, Inc. (NASDAQ:PEP), Paradise Inc., Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Gerber Scientific Inc., Genuine Parts Company (NYSE:GPC), Equinix, Inc. (NASDAQ:EQIX), Dr Pepper Snapple Group, Inc (NYSE:DPS), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), CenturyLink, Inc. (NYSE:CTL), CLARCOR Inc. (NYSE:CLC), Cincinnati Bell Inc (NYSE:CBB), National Oilwell Varco, Inc. (NYSE:NOV), Research In Motion Ltd., Nucor Corporation (NYSE:NUE), Nokia Corporation (NYSE:NOK), Honda Motor Company, Ltd. (NYSE:HMC), Ford Motor Company (NYSE:F), Encana Corporation (NYSE:ECA), BP p.l.c. (NYSE:BP)
