Topics covered: Value Investing, Oil and Gas, Long-Term Investing, Large-Cap Investing, Investment Strategies, Investing in Energy, High-Quality Companies
Companies covered: Cardinal Financial Corporation (NASDAQ:CFNL), Atlas Air Worldwide Holdings (NASDAQ:AAWW), inContact, Inc. (NASDAQ:SAAS), Oracle Corporation (NYSE:ORCL), Kaman Corporation (NYSE:KAMN), Johnson Controls, Inc. (NYSE:JCI), International Business Machines Corporation (NYSE:IBM), Hub Group, Inc. (NASDAQ:HUBG), Exterran Holdings, Inc. (NYSE:EXH), Esterline Technologies Corporation (NYSE:ESL), Community Bank System, Inc. (NYSE:CBU), Alaska Air Group, Inc. (NYSE:ALK), Bank of the Ozarks (NASDAQ:OZRK), Wells Fargo & Company (NYSE:WFC), Union Pacific Corporation (NYSE:UNP), M&T Bank Corporation (NYSE:MTB), CarMax Inc (NYSE:KMX), J P Morgan Chase & Co (NYSE:JPM), Fastenal Company (NASDAQ:FAST), Walt Disney Company (The) (NYSE:DIS), Devon Energy Corporation (NYSE:DVN), Chesapeake Energy Corporation (NYSE:CHK), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Partners LP (NYSE:NGLS-A), Kinder Morgan Energy Partners, Enterprise Products Partners L.P. (NYSE:EPD), CenterPoint Energy, Inc. (NYSE:CNP)
