Topics covered: True Economic Valuation, Top-Down Investing, Quality and Sector, Investing in Undervalued Stocks, Investing in North American Real Estate, European Emerging Markets, Diversifying by Geography
Companies covered: Simon Property Group, Inc. (NYSE:SPG), Kimco Realty Corporation (NYSE:KIM), Amazon.com, Inc. (NASDAQ:AMZN), Vornado Realty Trust (NYSE:VNO), Cisco Systems, Inc. (NASDAQ:CSCO), Micron Technology, Inc. (NASDAQ:MU), Microsoft Corporation (NASDAQ:MSFT), MetLife, Inc. (NYSE:MET), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC)
