Topics covered: Value Investment, Small-Cap Investing, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Dividend-Paying Stocks, Diversified Assets, Company Fundamentals
Companies covered: MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Centene Corporation (NYSE:CNC), United Dominion Realty Trust, Inc. (NYSE:UDR), Lennar Corporation (NYSE:LEN), Home Depot, Inc. (The) (NYSE:HD), Cisco Systems, Inc. (NASDAQ:CSCO), Thermo Fisher Scientific Inc (NYSE:TMO), Rayonier Inc. (NYSE:RYN), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Masimo Corporation (NASDAQ:MASI), Intel Corporation (NASDAQ:INTC), International Game Technology (NYSE:IGT), FTI Consulting, Inc. (NYSE:FCN), Dresser-Rand Group Inc. (NYSE:DRC), Covidien Ltd. (NYSE:COV), Universal Electronics Inc. (NASDAQ:UEIC), British American Tobacco p.l.c. (AMEX:BTI), Toyota Motor Corp Ltd Ord (NYSE:TM)
