Topics covered: Valuation as Key Metric, U.S. Value Stock Fund, Investing in Emerging Markets, In-Depth Fundamental Research, Higher Growth Rates in Emerging Markets, Earnings and Free Cash Flow Growth, Compelling Valuations in Technology and Health Care, Catalysts for Revaluation
Companies covered: BlackBerry Limited (NASDAQ:BBRY), Apple Inc. (NASDAQ:AAPL), Nevsun Resources Ltd. (NYSEAMERICAN:NSU), Toyota Motor Corp Ltd Ord (NYSE:TM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Nokia Corporation (NYSE:NOK), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Ford Motor Company (NYSE:F), Dell Inc. (NASDAQ:DELL), Abbott Laboratories (NYSE:ABT)