Companies covered: Kirby Corporation (NYSE:KEX), SEACOR Holdings, Inc. (NYSE:CKH), Entergy Corporation (NYSE:ETR), Wells Fargo & Company (NYSE:WFC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Agrium Inc. (NYSE:AGU), Extended Stay America, Inc. (NYSE:STAY), AMC Entertainment Holdings, Inc. (NYSE:AMC), Colliers International Group Inc (NASDAQ:CIGI), FirstService Corp (NASDAQ:FSV), NewStar Financial, Inc. (NASDAQ:NEWS), Zimmer Biomet Holdings Inc. (NYSE:ZBH), Coherus BioSciences, Inc. (NASDAQ:CHRS), Amgen Inc. (NASDAQ:AMGN), Novartis AG (NYSE:NVS), Inphi Corporation (NYSE:IPHI), Inogen, Inc (NASDAQ:INGN), Tiffany & Co. (NYSE:TIF), Apple Inc. (NASDAQ:AAPL), Madison Square Garden Co. (NYSE:MSG), Home Depot, Inc. (The) (NYSE:HD), Lowe's Companies, Inc. (NYSE:LOW), Western Digital Corporation (NASDAQ:WDC), Unisplendour Corporation Limited (SHE:000938), Oaktree Capital Group, LLC (NYSE:OAK-A), Teradata Corporation (NYSE:TDC), NCR Corporation (NYSE:NCR), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Northern Trust Corporation (NASDAQ:NTRS), Merck & Company, Inc. (NYSE:MRK), Bristol-Myers Squibb Company (NYSE:BMY), Flex Ltd. (NASDAQ:FLEX), Nike, Inc. (NYSE:NKE), Ford Motor Company (NYSE:F), Hewlett Packard Enterprise Co (NYSE:HPE), Applied Materials, Inc. (NASDAQ:AMAT), Intel Corporation (NASDAQ:INTC), QUALCOMM Incorporated (NASDAQ:QCOM), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Thor Industries, Inc. (NYSE:THO), CDW Corporation (NASDAQ:CDW), Berry Plastics Group (NYSE:BERY), Crane Company (NYSE:CR), Facebook, Inc. (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOG), Netflix, Inc. (NASDAQ:NFLX), Walt Disney Company (The) (NYSE:DIS), Genesee & Wyoming Inc. (NYSE:GWR), The Priceline Group Inc. (NASDAQ:PCLN), Expedia, Inc. (NASDAQ:EXPE), Costco Wholesale Corporation (NASDAQ:COST), American Express Company (NYSE:AXP), Hostess Brands, Inc. (NASDAQ:TWNK), Apollo Global Management, LLC (NYSE:APO), Walmart Inc. (NYSE:WMT), Cisco Systems, Inc. (NASDAQ:CSCO), NextEra Energy, Inc. (NYSE:NEE), Corning Incorporated (NYSE:GLW), Welltower Inc (NYSE:WELL), AT&T Inc. (NYSE:T), Chubb Corporation (The) (NYSE:CB), MetLife, Inc. (NYSE:MET), Pfizer, Inc. (NYSE:PFE), Boeing Company (The) (NYSE:BA), Raytheon Company (NYSE:RTN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Exxon Mobil Corporation (NYSE:XOM), Royal Dutch Shell PLC (NYSE:RDS/A), Johnson Controls, Inc. (NYSE:JCI), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), 3M Company (NYSE:MMM), Dupont Fabros Technology, Inc. (NYSE:DFT), Dow Inc. (NYSE:DOW), Abbott Laboratories (NYSE:ABT), Chesapeake Energy Corporation (NYSE:CHK), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), New Gold Inc. (USA) (NYSEMKT:NGD), St. Jude Medical, Inc. (NYSE:STJ), AbbVie Inc. (NYSE:ABBV), Medtronic, Inc. (NYSE:MDT), Anadarko Petroleum Corporation (NYSE:APC), Calpine Corporation (NYSE:CPN), Gas Natural SDG SA (BME:GAS), Korea Gas Corp (KRX:036460), GAIL (India) Limited (NSE:GAIL), Total SA (ADR) (NYSE:TOT), Centrica PLC (ADR) (OTCMKTS:CPYYY)