Topics covered: Longer-Term Investing, Investing in Asia, Growth at a Reasonable Price, Asia Pacific Investment Theses
Companies covered: Wells Fargo & Company (NYSE:WFC), USG Corporation (NYSE:USG), St. Joe Company (The) (NYSE:JOE), Jefferies Group Inc., Goldman Sachs Group, Inc. (The) (NYSE:GS), Gildan Activewear, Inc. (NYSE:GIL), Cemex S.A.B. de C.V. (NYSE:CX), Brookfield Residential Properties Inc. (NYSE:BRP), Bank Of New York Mellon Corporation (The) (NYSE:BK), American International Group, Inc. (NYSE:AIG), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Philip Morris International Inc (NYSE:PM), Procter & Gamble Company (The) (NYSE:PG), McDonald's Corporation (NYSE:MCD), Sprint Corporation (NYSE:S)
