Topics covered: Value Oriented Strategy, Value and Dividend, Focus on Financials, Equity, Contrarian Investing and Sell Discipline
Companies covered: ValueClick Inc., Regal Entertainment Group (NYSE:RGC), Alphabet Inc (NASDAQ:GOOG), Cinemark Holdings Inc (NYSE:CNK), Buckeye Technologies Inc., Tech Data Corporation (NASDAQ:TECD), Plantronics, Inc. (NYSE:PLT), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), Heritage Commerce Corp (NASDAQ:HTBK), First Potomac Realty Trust (NYSE:FPO), Boston Properties, Inc. (NYSE:BXP), MBIA, Inc. (NYSE:MBI), Bank of America Corporation (NYSE:BAC), TJX Companies, Inc. (The) (NYSE:TJX), Pepsico, Inc. (NASDAQ:PEP)