Topics covered: Traditional Fundamental Research, Quantitative Screening Process, Hands-On, GARP Strategy, Flexible Investment Approach, Employing a Well-Defined Sell Discipline, Bottom-Up Investing, Asset Mix Determined by Risk Tolerance, Active Equity Management
Companies covered: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Valero Energy Corporation (NYSE:VLO), Ultra Petroleum Corp. (NYSE:UPL), Unit Corporation (NYSE:UNT), Tesoro Corporation (NYSE:TSO), AT&T Inc. (NYSE:T), Republic Airways Holdings, Inc. (NASDAQ:RJET), Ingram Micro Inc. (NYSE:IM), Dillard's, Inc. (NYSE:DDS), Chevron Corporation (NYSE:CVX), Cooper Tire & Rubber Company (NYSE:CTB), Alaska Air Group, Inc. (NYSE:ALK), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Xcel Energy Inc. (NYSE:XEL), Urban Outfitters, Inc. (NASDAQ:URBN), Time Warner Inc. (NYSE:TWX), Staples, Inc. (NASDAQ:SPLS), Newmont Corporation (NYSE:NEM), Noble Energy Inc. (NYSE:NBL), General Electric Company (NYSE:GE), Devon Energy Corporation (NYSE:DVN), Discovery Communications, Inc. (NASDAQ:DISCA), Bunge Limited (NYSE:BG), Allegheny Technologies Incorporated (NYSE:ATI), Apple Inc. (NASDAQ:AAPL), Sonic Corp. (NASDAQ:SONC), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), Southwest Airlines Company (NYSE:LUV), Aetna Inc. (NYSE:AET)
