Topics covered: Valuation Discipline, Risk Management, Large-Cap Investing, Investing in Equity and Fixed Income, High-Quality Companies with Opportunistic Valuations, Dividend Growth Stocks, Deep Value Strategy, Benchmark-Agnostic Investing
Companies covered: Century Aluminum Company (NASDAQ:CENX), StanCorp Financial Group, Inc. (NYSE:SFG), Royal Caribbean Cruises Ltd. (NYSE:RCL), Allegheny Technologies Incorporated (NYSE:ATI), Alcoa Inc. (NYSE:AA), Enbridge Energy, L.P. (NYSE:EEP), American Water Works (NYSE:AWK), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Schlumberger N.V. (NYSE:SLB), National Oilwell Varco, Inc. (NYSE:NOV), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), Chubb Corporation (The) (NYSE:CB), Axis Capital Holdings Limited (NYSE:AXS), Aflac Incorporated (NYSE:AFL), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), Microsoft Corporation (NASDAQ:MSFT)
