Topics covered: Value Oriented Strategy, Value Investing, Longer-Term Investing, Large-Cap, High-Quality Companies, Exposure to Emerging Markets, Deep-Value, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Merck & Company, Inc. (NYSE:MRK), DISH Network Corporation (NASDAQ:DISH), Bristol-Myers Squibb Company (NYSE:BMY), Exxon Mobil Corporation (NYSE:XOM), Morgan Stanley (NYSE:MS), Citigroup Inc. (NYSE:C), Wells Fargo & Company (NYSE:WFC), Union Pacific Corporation (NYSE:UNP), Procter & Gamble Company (The) (NYSE:PG), Microsoft Corporation (NASDAQ:MSFT), Marriott International (NASDAQ:MAR), Lockheed Martin Corporation (NYSE:LMT), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Geo Group Inc (The) (NYSE:GEO), General Electric Company (NYSE:GE), Duke Energy Corporation (NYSE:DUK), Corrections Corporation of America (NYSE:CXW), Chevron Corporation (NYSE:CVX), CenterPoint Energy, Inc. (NYSE:CNP), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Boeing Company (The) (NYSE:BA), Amazon.com, Inc. (NASDAQ:AMZN), Intel Corporation (NASDAQ:INTC), BlackBerry Limited (NASDAQ:BBRY), General Motors Company (NYSE:GM), Apple Inc. (NASDAQ:AAPL), Amgen Inc. (NASDAQ:AMGN), Whirlpool Corporation (NYSE:WHR), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Toll Brothers Inc. (NYSE:TOL), TJX Companies, Inc. (The) (NYSE:TJX), Syngenta AG (NYSE:SYT), Novartis AG (NYSE:NVS), Illumina, Inc. (NASDAQ:ILMN), Alphabet Inc (NASDAQ:GOOG), Ross Stores, Inc. (NASDAQ:ROST), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Schlumberger N.V. (NYSE:SLB), Philip Morris International Inc (NYSE:PM), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR)
