Topics covered: Value Oriented Strategy, Small-Cap Investing, Quality of Business, Long-Term Investing, Investment Diversification, Investing in Emerging Markets, Disciplined Growth Approach, Bottom-Up Stock Selection
Companies covered: United Technologies Corporation (NYSE:UTX), Unit Corporation (NYSE:UNT), MKS Instruments, Inc. (NASDAQ:MKSI), Jacobs Engineering Group Inc. (NYSE:JEC), CIRCOR International, Inc. (NYSE:CIR), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Analogic Corporation (NASDAQ:ALOG), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Union Pacific Corporation (NYSE:UNP), Stratasys, Ltd. (NASDAQ:SSYS), Oracle Corporation (NYSE:ORCL), Mednax, Inc (NYSE:MD), Sourcefire, Inc., F5 Networks, Inc. (NASDAQ:FFIV), Eaton Corporation, PLC (NYSE:ETN), EOG Resources, Inc. (NYSE:EOG), 3D Systems Corporation (NYSE:DDD), Acme United Corporation. (AMEX:ACU), Walmart Inc. (NYSE:WMT), Freightcar America, Inc. (NASDAQ:RAIL), Pfizer, Inc. (NYSE:PFE), Murphy Oil Corporation (NYSE:MUR), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Johnson & Johnson (NYSE:JNJ), Intel Corporation (NASDAQ:INTC), Hasbro, Inc. (NASDAQ:HAS), Freeport-McMoran, Inc. (NYSE:FCX), Dover Saddlery, Inc. (NASDAQ:DOVR), Walt Disney Company (The) (NYSE:DIS), Consolidated Communications Holdings, Inc. (NASDAQ:CNSL), Amazon.com, Inc. (NASDAQ:AMZN), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Walgreen Co., UnitedHealth Group Incorporated (NYSE:UNH), McKesson Corporation (NYSE:MCK), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Cigna Corporation (NYSE:CI), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC)
