Topics covered: Value Investing, Risk Mitigation, Large-Cap Investing, Downside Protection
Companies covered: Xerox Corporation (NYSE:XRX), Exxon Mobil Corporation (NYSE:XOM), WellPoint Inc., The Travelers Companies, Inc. (NYSE:TRV), Target Corporation (NYSE:TGT), RenaissanceRe Holdings Ltd. (NYSE:RNR), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), General Motors Company (NYSE:GM), ConocoPhillips (NYSE:COP), Aetna Inc. (NYSE:AET), Ace Limited (NYSE:ACE), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Expeditors International of Washington, Inc. (NASDAQ:EXPD), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Cummins Inc. (NYSE:CMI), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Texas Instruments Incorporated (NASDAQ:TXN), Staples, Inc. (NASDAQ:SPLS), BB&T Corporation (NYSE:BBT), Aqua America, Inc. (NYSE:WTR), McCormick & Company, Incorporated (NYSE:MKC), Meredith Corporation (NYSE:MDP), Mattel, Inc. (NASDAQ:MAT), Wells Fargo & Company (NYSE:WFC), National Bank of Greece SA (NYSE:NBG), Capital One Financial Corporation (NYSE:COF)