Topics covered: Value Oriented Strategy, Value Investing, Large-Cap Investing, Large-Cap, Deep-Value, Bottom-Up Stock Selection
Companies covered: Apple Inc. (NASDAQ:AAPL), Walgreen Co., Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Macy's Inc (NYSE:M), Linn Energy, LLC (NASDAQ:LINE), Honeywell International Inc. (NYSE:HON), CVS Health Corporation (NYSE:CVS), Anadarko Petroleum Corporation (NYSE:APC), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Ascena Retail Group, Inc. (NASDAQ:ASNA), 3M Company (NYSE:MMM), Dover Corporation (NYSE:DOV), Avery Dennison Corporation (NYSE:AVY), Nordstrom, Inc. (NYSE:JWN), J P Morgan Chase & Co (NYSE:JPM), Gap, Inc. (The) (NYSE:GPS), General Dynamics Corporation (NYSE:GD), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Western Union Company (The) (NYSE:WU), WW International (NASDAQ:WW), Ultra Petroleum Corp. (NYSE:UPL), Sony Corp Ord (NYSE:SNE), Verifone Systems, Inc. (NYSE:PAY), Microsoft Corporation (NASDAQ:MSFT), Corning Incorporated (NYSE:GLW), General Electric Company (NYSE:GE), Devon Energy Corporation (NYSE:DVN)