Topics covered: Obvious Competitive Advantages, Finding Values Where Others Miss It, Attractive Emerging Opportunities
Companies covered: Apple Inc. (NASDAQ:AAPL), Amgen Inc. (NASDAQ:AMGN), Amazon.com, Inc. (NASDAQ:AMZN), Wells Fargo & Company (NYSE:WFC), Walgreen Co., U.S. Bancorp (NYSE:USB), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), MedcoHealth Solutions Inc., Medtronic, Inc. (NYSE:MDT), Nordstrom, Inc. (NYSE:JWN), H&R Block, Inc. (NYSE:HRB), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), Express Scripts Holding Company (NASDAQ:ESRX), eBay Inc. (NASDAQ:EBAY), Walt Disney Company (The) (NYSE:DIS), Cabela's Inc (NYSE:CAB), BP p.l.c. (NYSE:BP), Bristol-Myers Squibb Company (NYSE:BMY), Franklin Resources, Inc. (NYSE:BEN), American Express Company (NYSE:AXP), Aflac Incorporated (NYSE:AFL), Cisco Systems, Inc. (NASDAQ:CSCO), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Lowe's Companies, Inc. (NYSE:LOW), Johnson & Johnson (NYSE:JNJ), Abbott Laboratories (NYSE:ABT), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Automatic Data Processing, Inc. (NASDAQ:ADP), Adobe Systems Incorporated (NASDAQ:ADBE), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Paychex, Inc. (NASDAQ:PAYX), Newmont Corporation (NYSE:NEM), Lincoln National Corporation (NYSE:LNC), Coca-Cola Company (The) (NYSE:KO), Juniper Networks, Inc. (NYSE:JNPR), HP Inc (NYSE:HPQ), Gap, Inc. (The) (NYSE:GPS), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Eldorado Gold Corporation (NYSE:EGO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), Costco Wholesale Corporation (NASDAQ:COST), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), C.R. Bard, Inc. (NYSE:BCR), Bank of America Corporation (NYSE:BAC), Barrick Gold Corporation (NYSE:GOLD)
