Topics covered: Value Investing, Investing in Canada, Global Macroeconomic Trends, Downside Protection, Dividend Yields
Companies covered: Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), The Cheesecake Factory Incorporated (NASDAQ:CAKE), U.S. Bancorp (NYSE:USB), CGI Group, Inc. (NYSE:GIB), Barrick Gold Corporation (NYSE:GOLD), Bank of Nova Scotia (The) (NYSE:BNS), Ross Stores, Inc. (NASDAQ:ROST), Philip Morris International Inc (NYSE:PM), Annaly Capital Management Inc (NYSE:NLY), Altria Group (NYSE:MO), Federated Investors, Inc. (NYSE:FII), TELUS Corporation (NYSE:TU), Target Corporation (NYSE:TGT), Shaw Communications Inc. (NYSE:SJR), McDonald's Corporation (NYSE:MCD), Canadian National Railway Company (NYSE:CNI), Walgreen Co., Sun Life Financial Inc. (NYSE:SLF), Royal Bank Of Canada (NYSE:RY), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), NYSE Euronext, Inc., Microsoft Corporation (NASDAQ:MSFT), Manulife Financial Corp (NYSE:MFC), Goldcorp Inc. (NYSE:GG), CSX Corporation (NYSE:CSX), Canadian Imperial Bank of Commerce (NYSE:CM), Citigroup Inc. (NYSE:C), Bank Of Montreal (NYSE:BMO), Bank of America Corporation (NYSE:BAC)