Topics covered: Value Oriented Strategy, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Global Macro Trends, Exposure to Emerging Markets, Dividend-Paying Stocks, Cyclical Sectors, Capital Appreciation
Companies covered: Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Sonic Corp. (NASDAQ:SONC), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Sysco Corporation (NYSE:SYY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), CBS Corporation (NYSE:CBS), C.R. Bard, Inc. (NYSE:BCR), Tiffany & Co. (NYSE:TIF), Johnson & Johnson (NYSE:JNJ), W.W. Grainger, Inc. (NYSE:GWW)
