Companies covered: Volkswagen AG (OTCMKTS:VLKAF), Cameco Corporation (NYSE:CCJ), JSC National Atomic Company Kazatomprom (OTCMKTS:NATKY), Mosaic Company (The) (NYSE:MOS), Nutrien Ltd. (NYSE:NTR), Exxon Mobil Corporation (NYSE:XOM), EOG Resources, Inc. (NYSE:EOG), APA Corporation (NASDAQ:APA), ConocoPhillips (NYSE:COP), KKR & Co Inc. (NYSE:KKR), Wells Fargo & Company (NYSE:WFC), Warner Bros. Discovery Inc. (NASDAQ:WBD), Netflix, Inc. (NASDAQ:NFLX), Fortune Brands Home & Security, Inc. (NYSE:FBHS), Masco Corporation (NYSE:MAS), Humana Inc. (NYSE:HUM), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), HCA Healthcare (NYSE:HCA), Alphabet Inc (NASDAQ:GOOG), Ally Financial Inc. (NYSE:ALLY), Capital One Financial Corporation (NYSE:COF), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), First Citizens BancShares, Inc. (NASDAQ:FCNCA), Oracle Corporation (NYSE:ORCL), Shandong Weigao Group Medical Polymer Co. (OTCMKTS:SHWGF), Kimberly-Clark de Mexico S.A.B. de C.V. – ADR (OTCMKTS:KCDMY), Tingyi (Cayman Islands) Holding Corp. (OTCMKTS:TCYMF), Pepsico, Inc. (NASDAQ:PEP), China Evergrande Group (OTCMKTS:EGRNF), Tesla Motors, Inc. (NASDAQ:TSLA), First Solar, Inc. (NASDAQ:FSLR), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)
