Topics covered: Secular Growth Themes, Reactionary Investing, Long-Term Investing, Large-Cap, Investing in Special Situations, High-Quality Companies, Event-Driven Investment Opportunities, Defensive Growth Approach, Deep-Value
Companies covered: Biogen Inc. (NASDAQ:BIIB), Visa Inc. (NYSE:V), Target Corporation (NYSE:TGT), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Pacific Premier Bancorp Inc (NASDAQ:PPBI), Furmanite Corporation (NYSE:FRM), Delta Air Lines, Inc. (NYSE:DAL), Alaska Air Group, Inc. (NYSE:ALK), Federal Agricultural Mortgage Corporation (NYSE:AGM), Strayer Education, Inc. (NASDAQ:STRA), Microsoft Corporation (NASDAQ:MSFT), Lockheed Martin Corporation (NYSE:LMT), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Walgreen Co., ITT Educational Services, Inc. (NYSE:ESI), CVS Health Corporation (NYSE:CVS), Cooper Tire & Rubber Company (NYSE:CTB)
