Topics covered: Value Oriented Strategy, Value Investing, Large-Cap, High-Quality Companies, Exposure to Emerging Markets, Deep-Value, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: Walter Investment Management Corp. (NYSE:WAC), Ocwen Financial Corporation (NYSE:OCN), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Molex Inc., ABM Industries Incorporated (NYSE:ABM), Micron Technology, Inc. (NASDAQ:MU), Kinross Gold Corporation (NYSE:KGC), HP Inc (NYSE:HPQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Barrick Gold Corporation (NYSE:GOLD)
