Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Quality of Business, Low-Volatility Investing, Long-Term Investing, Growth at a Reasonable Price, Global Economy, Capitalizing on Negative Surprises
Companies covered: Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Questcor Pharmaceuticals, Inc., Ion Geophysical Corporation (NYSE:IO), DeVry Education Group Inc. (NYSE:DV), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Tyco International plc (NYSE:TYC), AT&T Inc. (NYSE:T), Rambus, Inc. (NASDAQ:RMBS), Microsoft Corporation (NASDAQ:MSFT), Medtronic, Inc. (NYSE:MDT), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Chevron Corporation (NYSE:CVX), Credit Suisse Group (NYSE:CS), Covidien Ltd. (NYSE:COV), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Abbott Laboratories (NYSE:ABT), Sempra Energy (NYSE:SRE), OGE Energy Corporation (NYSE:OGE), NiSource, Inc (NYSE:NI), Edison International (NYSE:EIX), Dominion Energy, Inc. (NYSE:D), Teva Pharmaceutical Industries Limited (NYSE:TEVA), BP p.l.c. (NYSE:BP)
