Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Quality of Business, Low-Volatility Investing, Long-Term Investing, Investment Risk/Return, Closed End Mutual Funds, Cash-Flow-Oriented Global Companies
Companies covered: Biogen Inc. (NASDAQ:BIIB), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Union Pacific Corporation (NYSE:UNP), Pharmacyclics, Inc. (NASDAQ:PCYC), The Priceline Group Inc. (NASDAQ:PCLN), Johnson & Johnson (NYSE:JNJ), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Dean Foods Company (NYSE:DF), Thermo Fisher Scientific Inc (NYSE:TMO), Johnson Controls, Inc. (NYSE:JCI), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), AutoNation, Inc. (NYSE:AN), American International Group, Inc. (NYSE:AIG), Comcast Corporation (NASDAQ:CMCSA), ICON plc (NASDAQ:ICLR), Abbott Laboratories (NYSE:ABT), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), United Technologies Corporation (NYSE:UTX), Unilever PLC (NYSE:UL), Stanley Black & Decker, Inc. (NYSE:SWK), Synovus Financial Corp. (NYSE:SNV), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), MetLife, Inc. (NYSE:MET), Coca-Cola Company (The) (NYSE:KO), Genesee & Wyoming, Inc. (NYSE:GWR), General Electric Company (NYSE:GE), Eaton Vance Corporation (NYSE:EV), Diageo plc (NYSE:DEO), Deere & Company (NYSE:DE), Chevron Corporation (NYSE:CVX), Salesforce.com Inc (NYSE:CRM), BlackRock, Inc. (NYSE:BLK), Bunge Limited (NYSE:BG), American Water Works (NYSE:AWK), Apache Corporation (NASDAQ:APA)
