Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), NCR Corporation (NYSE:NCR), Macy's Inc (NYSE:M), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dick's Sporting Goods Inc (NYSE:DKS), Walt Disney Company (The) (NYSE:DIS), Best Buy Co., Inc. (NYSE:BBY), Amazon.com, Inc. (NASDAQ:AMZN), Starbucks Corporation (NASDAQ:SBUX), Rackspace Hosting, Inc (NYSE:RAX), Lockheed Martin Corporation (NYSE:LMT), HJ Heinz Co., eBay Inc. (NASDAQ:EBAY), Tiffany & Co. (NYSE:TIF), US Airways Group, Inc., Coach, Inc. (NYSE:COH), Alaska Air Group, Inc. (NYSE:ALK), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Timken Company (The) (NYSE:TKR), The Charles Schwab Corporation (NYSE:SCHW), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Paychex, Inc. (NASDAQ:PAYX), New York Times Company (The) (NYSE:NYT), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Newmont Corporation (NYSE:NEM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Mosaic Company (The) (NYSE:MOS), Coca-Cola Company (The) (NYSE:KO), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), FedEx Corporation (NYSE:FDX), Family Dollar Stores, Inc. (NYSE:FDO), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Dupont Fabros Technology, Inc. (NYSE:DFT), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Clean Harbors, Inc. (NYSE:CLH), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), CBS Corporation (NYSE:CBS), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Eli Lilly and Company (NYSE:LLY), Intel Corporation (NASDAQ:INTC), Becton, Dickinson and Company (NYSE:BDX)
