Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing
Companies covered: Wells Fargo & Company (NYSE:WFC), PulteGroup, Inc. (NYSE:PHM), Lowe's Companies, Inc. (NYSE:LOW), CF Industries Holdings, Inc. (NYSE:CF), Accuray Incorporated (NASDAQ:ARAY), Sealy Corp., Tempur Sealy International, Inc. (NYSE:TPX), Celanese Corporation (NYSE:CE), Albemarle Corporation (NYSE:ALB), Comcast Corporation (NASDAQ:CMCSA), E.W. Scripps Company (The) (NYSE:SSP), Sears Holdings Corporation (OTCMKTS:SHLDQ), Starbucks Corporation (NASDAQ:SBUX), The McGraw-Hill Companies, Inc, Media General, Inc. (NYSE:MEG), J P Morgan Chase & Co (NYSE:JPM), H&R Block, Inc. (NYSE:HRB), General Electric Company (NYSE:GE), Gannett Co., Inc. (NYSE:GCI), eBay Inc. (NASDAQ:EBAY), Darden Restaurants, Inc. (NYSE:DRI), Cabela's Inc (NYSE:CAB), Bank of America Corporation (NYSE:BAC), Aflac Incorporated (NYSE:AFL), Cisco Systems, Inc. (NASDAQ:CSCO), Western Union Company (The) (NYSE:WU), Rock-Tenn Company (NYSE:RKT), Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Ball Corporation (NYSE:BALL), Sysco Corporation (NYSE:SYY), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Clorox Company (The) (NYSE:CLX), C.R. Bard, Inc. (NYSE:BCR)