Topics covered: Valuations Before Investing, Qualitative and Quantitative Analyses, Investing in Emerging Markets, Global Urbanization and Infrastructure Investing
Companies covered: Union Pacific Corporation (NYSE:UNP), Digital Realty Trust, Inc. (NYSE:DLR), Alexandria Real Estate Equities, Inc. (NYSE:ARE), American Campus Communities Inc (NYSE:ACC), Verizon Communications Inc. (NYSE:VZ), Rogers Communication, Inc. (NYSE:RCI), Occidental Petroleum Corporation (NYSE:OXY), Norfolk Southern Corporation (NYSE:NSC), Netflix, Inc. (NASDAQ:NFLX), Marvell Technology Group Ltd. (NASDAQ:MRVL), Merck & Company, Inc. (NYSE:MRK), Johnson Controls, Inc. (NYSE:JCI), Emerson Electric Company (NYSE:EMR), Canadian National Railway Company (NYSE:CNI), BHP Billiton Limited (NYSE:BHP), TAM S.A., LATAM Airlines Group S.A. (NYSE:LFL), Credicorp Ltd. (NYSE:BAP), Wynn Resorts, Limited (NASDAQ:WYNN), Oracle Corporation (NYSE:ORCL), MercadoLibre, Inc. (NASDAQ:MELI), Coca-Cola Company (The) (NYSE:KO), Colgate-Palmolive Company (NYSE:CL)