Topics covered: Sector Neutral Relative Value Approach, Large Cap Companies, High-Quality, Concentrated Value Investing
Companies covered: Wells Fargo & Company (NYSE:WFC), MBIA, Inc. (NYSE:MBI), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Discover Financial Services (NYSE:DFS), Chevron Corporation (NYSE:CVX)
