Topics covered: Value in Emerging Markets, Upside in Small-Cap Stocks, Turnaround Situations in Small and Micro Caps, Small-Cap Investing, Quality of Business, Investing in Tangible Assets, Contrarian Approach to Investing, Cash-Flow-Oriented Global Companies
Companies covered: Walmart Inc. (NYSE:WMT), Macy's Inc (NYSE:M), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Extreme Networks, Inc. (NASDAQ:EXTR), The Bon-Ton Stores, Inc. (NASDAQ:BONT), Johnson & Johnson (NYSE:JNJ), Walt Disney Company (The) (NYSE:DIS), Pitney Bowes Inc. (NYSE:PBI), Verifone Systems, Inc. (NYSE:PAY), International Business Machines Corporation (NYSE:IBM)
