Topics covered: Value Oriented Strategy, Value Investing, Small-Cap Investing, Deep-Value, Bottom-Up Stock Selection
Companies covered: International Game Technology (NYSE:IGT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Atmos Energy Corporation (NYSE:ATO), V.F. Corporation (NYSE:VFC), Microsoft Corporation (NASDAQ:MSFT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), CenturyLink, Inc. (NYSE:CTL), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Questcor Pharmaceuticals, Inc., Novartis AG (NYSE:NVS), Mohawk Industries, Inc. (NYSE:MHK), Ascena Retail Group, Inc. (NASDAQ:ASNA), Thermo Fisher Scientific Inc (NYSE:TMO), Teleflex Incorporated (NYSE:TFX), Life Technologies Corporation, Conagra Brands Inc. (NYSE:CAG), ANN INC. (NYSE:ANN), Amazon.com, Inc. (NASDAQ:AMZN), Willis Group Holdings Limited (NYSE:WSH), Staples, Inc. (NASDAQ:SPLS), Radian Group Inc. (NYSE:RDN), Office Depot, Inc. (NASDAQ:ODP), Southwest Airlines Company (NYSE:LUV), Juniper Networks, Inc. (NYSE:JNPR), Freeport-McMoran, Inc. (NYSE:FCX), Best Buy Co., Inc. (NYSE:BBY), American Equity Investment Life Holding Company (NYSE:AEL), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Mattel, Inc. (NASDAQ:MAT), Liberty Property Trust, Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Dr Pepper Snapple Group, Inc (NYSE:DPS)
