Topics covered: Top-Down Investing, Enduring Trends and Thematic Investing, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: AT&T Inc. (NYSE:T), Stericycle, Inc. (NASDAQ:SRCL), Perrigo Company (NYSE:PRGO), 3M Company (NYSE:MMM), MedcoHealth Solutions Inc., Kroger Company (The) (NYSE:KR), HJ Heinz Co., Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Church & Dwight Company, Inc. (NYSE:CHD), Autodesk, Inc. (NASDAQ:ADSK), NetScout Systems, Inc. (NASDAQ:NTCT), McDonald's Corporation (NYSE:MCD), Lumber Liquidators Holdings, Inc (NYSE:LL), Advance Auto Parts Inc (NYSE:AAP), Wells Fargo & Company (NYSE:WFC), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Caterpillar, Inc. (NYSE:CAT), Anadarko Petroleum Corporation (NYSE:APC), Citrix Systems, Inc. (NASDAQ:CTXS), Cerner Corporation (NASDAQ:CERN), British American Tobacco p.l.c. (AMEX:BTI), Yum! Brands, Inc. (NYSE:YUM), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Realty Income Corporation (NYSE:O), Novartis AG (NYSE:NVS), NICE Limited (NASDAQ:NICE), Coca-Cola Company (The) (NYSE:KO), Home Depot, Inc. (The) (NYSE:HD), Hansen Natural Corporation, Edwards Lifesciences Corporation (NYSE:EW)
