Topics covered: Volatility as a Positive, Heavy Focus on Asset Quality, Generating Consistent Performance, Emerging Markets Opportunities, Domestic Midcaps, Businesses with Inherent Stable Values, A Consistent Approach to Risk
Companies covered: UnitedHealth Group Incorporated (NYSE:UNH), Philip Morris International Inc (NYSE:PM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Allianceberstein Holding L.P. (NYSE:AB), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Coca-Cola Company (The) (NYSE:KO), Tidewater Inc. (NYSE:TDW), SanDisk Corporation (NASDAQ:SNDK), NetApp, Inc. (NASDAQ:NTAP), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Mattel, Inc. (NASDAQ:MAT), Juniper Networks, Inc. (NYSE:JNPR), Hasbro, Inc. (NASDAQ:HAS), Walt Disney Company (The) (NYSE:DIS), Toyota Motor Corp Ltd Ord (NYSE:TM), Honda Motor Company, Ltd. (NYSE:HMC), General Motors Company (NYSE:GM), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), Oceaneering International, Inc. (NYSE:OII), Men's Wearhouse, Inc. (The) (NYSE:MW), Hershey Company (The) (NYSE:HSY), HP Inc (NYSE:HPQ), General Electric Company (NYSE:GE), 3D Systems Corporation (NYSE:DDD), Boeing Company (The) (NYSE:BA), CME Group Inc. (NASDAQ:CME), Waters Corporation (NYSE:WAT), T. Rowe Price Group, Inc. (NASDAQ:TROW), QUALCOMM Incorporated (NASDAQ:QCOM), MSC Industrial Direct Company, Inc. (NYSE:MSM), Marriott International (NASDAQ:MAR), Express Scripts Holding Company (NASDAQ:ESRX), Unilever PLC (NYSE:UL)
