Topics covered: Quality in Large-Cap Investing, Protecting Capital During Difficult Times, Large-Cap, Deep-Value, Client-Oriented Culture
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Oil States International, Inc. (NYSE:OIS), National Oilwell Varco, Inc. (NYSE:NOV), Hercules Offshore, Inc. (NASDAQ:HERO), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Comcast Corporation (NASDAQ:CMCSA), Walmart Inc. (NYSE:WMT), Wells Fargo & Company (NYSE:WFC), Wisconsin Energy Corporation (NYSE:WEC), United Parcel Service, Inc. (NYSE:UPS), Time Warner Inc. (NYSE:TWX), National Grid plc (NYSE:NGG), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), MetLife, Inc. (NYSE:MET), J P Morgan Chase & Co (NYSE:JPM), CenterPoint Energy, Inc. (NYSE:CNP), Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Citigroup Inc. (NYSE:C), BP p.l.c. (NYSE:BP), Apple Inc. (NASDAQ:AAPL), QUALCOMM Incorporated (NASDAQ:QCOM)
