Topics covered: Value Investment, Sector Neutrality, Midcap Growth Investing, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Bottom-Up Stock Selection, Balanced Investment Approach
Companies covered: Apple Inc. (NASDAQ:AAPL), Oracle Corporation (NYSE:ORCL), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Allergan, Inc. (NYSE:AGN), TJX Companies, Inc. (The) (NYSE:TJX), Nike, Inc. (NYSE:NKE), L Brands, Inc. (NYSE:LB), Home Depot, Inc. (The) (NYSE:HD), Walt Disney Company (The) (NYSE:DIS), Blackhawk Network Holdings, Inc. (NASDAQ:HAWK), Western Union Company (The) (NYSE:WU), Safeway Inc. (NYSE:SWY), NVIDIA Corporation (NASDAQ:NVDA), Moneygram International, Inc. (NASDAQ:MGI), IPC Healthcare, Inc. (NASDAQ:IPCM), Greenlight Reinsurance, Ltd. (NASDAQ:GLRE), Family Dollar Stores, Inc. (NYSE:FDO), Fastenal Company (NASDAQ:FAST), Dollar Tree, Inc. (NASDAQ:DLTR), Amphenol Corporation (NYSE:APH), Medtronic, Inc. (NYSE:MDT), DexCom, Inc. (NASDAQ:DXCM), Covidien Ltd. (NYSE:COV), Cisco Systems, Inc. (NASDAQ:CSCO), Microsoft Corporation (NASDAQ:MSFT), Las Vegas Sands Corp. (NYSE:LVS), Lorillard, Inc (NYSE:LO), Kroger Company (The) (NYSE:KR), Hanesbrands Inc. (NYSE:HBI), Dow Inc. (NYSE:DOW), BP p.l.c. (NYSE:BP)
