Topics covered: Value Investing, Large-Cap Investing, Investing in Financial Services, High-Quality Companies, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Newmont Corporation (NYSE:NEM), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Ultra Petroleum Corp. (NYSE:UPL), Tecumseh Products Company, Sears Holdings Corporation (OTCMKTS:SHLDQ), Transocean Ltd. (NYSE:RIG), Merck & Company, Inc. (NYSE:MRK), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dell Inc. (NASDAQ:DELL), Ameris Bancorp (NASDAQ:ABCB), SCBT Financial Corp., J P Morgan Chase & Co (NYSE:JPM), First Financial Holdings Inc., Citigroup Inc. (NYSE:C), TE Connectivity Ltd. (NYSE:TEL), Molex Inc., Bank of America Corporation (NYSE:BAC), Amphenol Corporation (NYSE:APH), Aetna Inc. (NYSE:AET), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), MetLife, Inc. (NYSE:MET), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Genworth Financial Inc (NYSE:GNW)
