Topics covered: Strategic Diversification, Netherlands, Maximizing Bottom Line on After-Tax Basis, Long-Term Active Investing, Investing in the Indian Market, Fixed Income Asset Management, Cautious Stance on Biotech and Energy, Bottom-Up Investment Approach, Belgium and Germany Small Caps
Companies covered: BlackBerry Limited (NASDAQ:BBRY), AT&T Inc. (NYSE:T), McKesson Corporation (NYSE:MCK), International Business Machines Corporation (NYSE:IBM), Hologic, Inc. (NASDAQ:HOLX), American Eagle Outfitters, Inc. (NYSE:AEO), Wells Fargo & Company (NYSE:WFC), J P Morgan Chase & Co (NYSE:JPM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Bank of America Corporation (NYSE:BAC)