Companies covered: Coty Inc. (NYSE:COTY), Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Sanofi (NYSE:SNY), Samsung Electronics Co Ltd (KRX:005930), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Coca-Cola Company (The) (NYSE:KO), American Express Company (NYSE:AXP), Hershey Company (The) (NYSE:HSY), Autohome Inc. (NYSE:ATHM), Wawel SA (WSE:WWL), Premier Marketing PCL (BKK:PM), Telstra Corporation Ltd. (ASX:TLS), Comstock Resources, Inc. (NYSE:CRK), Denbury Resources Inc. (NYSE:DNR), Ultra Petroleum Corp. (NYSE:UPL), Energy XXI Ltd. (NASDAQ:EXXI), C&J Energy Services, Inc. (NYSE:CJES), Basic Energy Services, Inc. (NYSE:BAS), Tidewater Inc. (NYSE:TDW), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN), ShoreTel, Inc. (NASDAQ:SHOR), Vulcan Materials Company (NYSE:VMC), Ollie's Bargain Outlet Holdings Inc (NASDAQ:OLLI), Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), TJX Companies, Inc. (The) (NYSE:TJX), Costco Wholesale Corporation (NASDAQ:COST), Lowe's Companies, Inc. (NYSE:LOW), Big Lots, Inc. (NYSE:BIG)