Companies covered: Apple Inc. (NASDAQ:AAPL), NVIDIA Corporation (NASDAQ:NVDA), Bank of America Corporation (NYSE:BAC), Danaher Corporation (NYSE:DHR), Abbott Laboratories (NYSE:ABT), FIRST REPUBLIC BANK (NYSE:FRC), Golden Entertainment Inc (NASDAQ:GDEN), Noble Corporation (NYSE:NE), Transocean Ltd. (NYSE:RIG), Ocean Rig UDW Inc. (NASDAQ:ORIG), ENSCO plc (NYSE:ESV), Rowan Companies plc (NYSE:RDC), E.W. Scripps Company (The) (NYSE:SSP), Comcast Corporation (NASDAQ:CMCSA), Keane Group (NYSE:FRAC), Brown-Forman Corporation (NYSE:BF.A), Air Lease Corporation (NYSE:AL), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Ethan Allen Interiors Inc. (NYSE:ETH), Procter & Gamble Company (The) (NYSE:PG), Intel Corporation (NASDAQ:INTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), The Charles Schwab Corporation (NYSE:SCHW), Nucor Corporation (NYSE:NUE), Boeing Company (The) (NYSE:BA), Airbus Group SE (EPA:AIR), American International Group, Inc. (NYSE:AIG), S&P Global (NYSE:SPGI), WellCare Health Plans, Inc. (NYSE:WCG), PRA Health Sciences, Inc. (NASDAQ:PRAH), Cigna Corporation (NYSE:CI), Express Scripts Holding Company (NASDAQ:ESRX), Aetna Inc. (NYSE:AET), Anthem, Inc. (NYSE:ANTM), UnitedHealth Group Incorporated (NYSE:UNH), CVS Health Corporation (NYSE:CVS), Gilead Sciences, Inc. (NASDAQ:GILD), Tutor Perini Corporation (NYSE:TPC), Customers Bancorp, Inc (NYSE:CUBI), Federal Agricultural Mortgage Corporation (NYSE:AGM), Limoneira Co (NASDAQ:LMNR), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Alphabet Inc (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), Popular, Inc. (NASDAQ:BPOP), OFG Bancorp (NYSE:OFG), First BanCorp. (NYSE:FBP), BlackRock, Inc. (NYSE:BLK), Metro Bank PLC (LON:MTRO)
