Topics covered: Valuing Intangible Assets, Value Style Philosophy, Under-appreciated Intrinsic Value, Top-down Approach, Out-of-favor stocks and Quality Companies, Large-Cap Value, High-Quality Companies, Fundamental-Oriented Investing, Bottom-Up Stock s and the MLP Asset Class, Balance Between Value and Fundamentals
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Weatherford International plc (NASDAQ:WFRD), Schlumberger N.V. (NYSE:SLB), Smith International Inc., Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tortoise MLP Fund, Inc. (NYSE:NTG), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), Chevron Corporation (NYSE:CVX), BJ Services Company, Baker Hughes (NASDAQ:BKR), Nasdaq Inc (NASDAQ:NDAQ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Electronic Arts Inc., Visa Inc. (NYSE:V), Toyota Motor Corp Ltd Ord (NYSE:TM), QUALCOMM Incorporated (NASDAQ:QCOM), Philip Morris International Inc (NYSE:PM), Pepsico, Inc. (NASDAQ:PEP), Altria Group (NYSE:MO), Mastercard Incorporated (NYSE:MA), FTI Consulting, Inc. (NYSE:FCN), American Express Company (NYSE:AXP), XTO Energy Inc., ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Devon Energy Corporation (NYSE:DVN), Chesapeake Energy Corporation (NYSE:CHK), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Ford Motor Company (NYSE:F), CVS Health Corporation (NYSE:CVS), Franklin Resources, Inc. (NYSE:BEN), Best Buy Co., Inc. (NYSE:BBY), State Street Corporation (NYSE:STT), Pioneer Natural Resources Company (NYSE:PXD), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Murphy Oil Corporation (NYSE:MUR), Morgan Stanley (NYSE:MS), Merck & Company, Inc. (NYSE:MRK), MetLife, Inc. (NYSE:MET), Coca-Cola Company (The) (NYSE:KO), Harris Corporation (NYSE:HRS), Helmerich & Payne, Inc. (NYSE:HP), Honda Motor Company, Ltd. (NYSE:HMC), GE Aerospace (General Electric Company) (NYSE:GE), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), Dell Inc. (NASDAQ:DELL), Covidien Ltd. (NYSE:COV), ConocoPhillips (NYSE:COP), Becton, Dickinson and Company (NYSE:BDX), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Walgreen Co., Thermo Fisher Scientific Inc (NYSE:TMO), Tiffany & Co. (NYSE:TIF), Suncor Energy Inc. (NYSE:SU), Stericycle, Inc. (NASDAQ:SRCL), Republic Services, Inc. (NYSE:RSG), Northern Trust Corporation (NASDAQ:NTRS), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), MBIA, Inc. (NYSE:MBI), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), Harley-Davidson, Inc. (NYSE:HOG), Dow Inc. (NYSE:DOW), Diageo plc (NYSE:DEO), Canadian Natural Resources Limited (NYSE:CNQ), Bank Of New York Mellon Corporation (The) (NYSE:BNY), American International Group, Inc. (NYSE:AIG), Wells Fargo & Company (NYSE:WFC), Tupperware Brands Corporation (NYSE:TUP), Prudential Financial, Inc. (NYSE:PRU), Lincoln National Corporation (NYSE:LNC), Intel Corporation (NASDAQ:INTC), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), Freeport-McMoran, Inc. (NYSE:FCX), BB&T Corporation (NYSE:BBT), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
Topics covered: Second Leg Of Bank Recovery, Return To Premium M&A, Regulatory Reform Uncertainty, Regulator-Suggested Deals As Growth Strategy, Opportunities Among Demutualized Thrifts, Improving Credit Metrics, Focus On Capital And Credit, Fewer FDIC-Assisted Deals, CRE Loan Refinancing, Close Eye On Charge-Offs & REO Write-Downs
Companies covered: FLIR Systems, Inc. (NASDAQ:FLIR), Beneficial Bancorp, Inc. (NASDAQ:BNCL), TFS Financial Corporation (NASDAQ:TFSL), Investors Bancorp, Inc. (NASDAQ:ISBC), Harleysville Savings Financial, First Niagara Financial Group Inc. (NASDAQ:FNFG), Meridian Bancorp, Inc. (NASDAQ:EBSB), Danvers Bancorp Inc., C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Merchants Bancshares, Inc. (NASDAQ:MBVT), Bancorp Rhode Island, Inc., MetLife, Inc. (NYSE:MET)
Topics covered: Visible Earnings Growth, Top-down Approach, Quantitative Investment Formula, Quality Growth Stocks, Mid-Cap Growth Companies, Large Cap Growth Stocks, Greater the Opportunity, Greater the Gap, ETFs and ETNs, Deep-Value Contrarian Approach, Companies Undergoing Positive Change
Companies covered: Walmart Inc. (NYSE:WMT), Toyota Motor Corp Ltd Ord (NYSE:TM), Lithia Motors, Inc. (NYSE:LAD), CarMax Inc (NYSE:KMX), AutoNation, Inc. (NYSE:AN), Asbury Automotive Group Inc (NYSE:ABG), Celgene Corporation (NASDAQ:CELG), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), Western Union Company (The) (NYSE:WU), WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Textron Inc. (NYSE:TXT), Philip Morris International Inc (NYSE:PM), Oracle Corporation (NYSE:ORCL), Monsanto Company (NYSE:MON), HP Inc (NYSE:HPQ), Honeywell International Inc. (NYSE:HON), Halcon Resources Corporation (NYSE:HK), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Fluor Corporation (NYSE:FLR), British American Tobacco p.l.c. (AMEX:BTI), Exxon Mobil Corporation (NYSE:XOM), Devon Energy Corporation (NYSE:DVN), CNOOC Limited (NYSE:CEO), Anadarko Petroleum Corporation (NYSE:APC), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), Altria Group (NYSE:MO), Nordstrom, Inc. (NYSE:JWN), Johnson & Johnson (NYSE:JNJ), Gap, Inc. (The) (NYSE:GPS), Forest Laboratories Inc., Bristol-Myers Squibb Company (NYSE:BMY), Baker Hughes (NASDAQ:BKR), Best Buy Co., Inc. (NYSE:BBY), AutoZone, Inc. (NYSE:AZO), CME Group Inc. (NASDAQ:CME), Dell Inc. (NASDAQ:DELL), Visa Inc. (NYSE:V), Schlumberger N.V. (NYSE:SLB), QUALCOMM Incorporated (NASDAQ:QCOM), Procter & Gamble Company (The) (NYSE:PG), Coca-Cola Company (The) (NYSE:KO), Itron, Inc. (NASDAQ:ITRI), Intel Corporation (NASDAQ:INTC), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), BHP Billiton Limited (NYSE:BHP), Barrick Mining Corp. (NYSE:B), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Altera Corporation (NASDAQ:ALTR), O'Reilly Automotive, Inc. (NASDAQ:ORLY), MSCI Inc., Express Scripts Holding Company (NASDAQ:ESRX)
Topics covered: Uptick in M&A Activity, Tailwind In Top-Line Growth, Share Buyback Programs, Losses Caused By Chilean Earthquake, Lack of Cycle-Turning Catalyst, Excess Reserve Releases, Equity Market Risk & Credit Exposure, Continued Profitability Deterioration Through 2011, Commercial & Reinsurance Subsectors, Below-Book Trading, Analysis Of Personal
Companies covered: Chicopee Bancorp, Inc. (NASDAQ:CBNK), Westfield Financial, Inc. (NASDAQ:WFD), United Financial Bancorp, Inc. (NASDAQ:UBNK), Rome Bancorp Inc., OceanFirst Financial Corp. (NASDAQ:OCFC), ESSA Bancorp, Inc. (NASDAQ:ESSA), Danvers Bancorp Inc., Bancorp Rhode Island, Inc., Sun Life Financial Inc. (NYSE:SLF), Prudential Financial, Inc. (NYSE:PRU), Principal Financial Group Inc (NYSE:PFG), Manulife Financial Corp (NYSE:MFC), MetLife, Inc. (NYSE:MET), FBL Financial Group, Inc. (NYSE:FFG), American International Group, Inc. (NYSE:AIG), Argo Group International Holdings, Ltd. (NASDAQ:AGII), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), Montpelier Re Holdings Ltd. (NYSE:MRH), Markel Corporation (NYSE:MKL), HCC Insurance Holdings, Inc. (NYSE:HCC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Flagstone Reinsurance Holdings, FPIC Insurance Group Inc., Endurance Specialty Holdings Ltd (NYSE:ENH), Employers Holdings Inc (NYSE:EIG), CNA Financial Corporation (NYSE:CNA), Chubb Corporation (The) (NYSE:CB), Aspen Insurance Holdings Limited (NYSE:AHL), Ace Limited (NYSE:ACE), American Physicians Capital, I, Cincinnati Financial Corporation (NASDAQ:CINF), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), Stewart Information Services Corporation (NYSE:STC), RenaissanceRe Holdings Ltd. (NYSE:RNR), RLI Corp. (NYSE:RLI), The Navigators Group, Inc. (NASDAQ:NAVG), Max Capital Group Ltd., Marsh & McLennan Companies, Inc. (NYSE:MMC), Fidelity National Financial, Inc. (NYSE:FNF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH), AMERISAFE, Inc. (NASDAQ:AMSF), SeaBright Insurance Holdings I, PMA Capital Corp., Willis Group Holdings Limited (NYSE:WSH), National Interstate Corporation (NASDAQ:NATL), Allstate Corporation (The) (NYSE:ALL), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN), Community Financial System, Inc. (NYSE:CBU), CNinsure Inc. (NASDAQ:CISG), Harleysville Group Inc., AmTrust Financial Services, Inc. (NASDAQ:AFSI)
Topics covered: Trucking Pricing & Capacity Dynamics, Second Leg Of Auto Recovery, Rising-Tide Effect Among Asset-Light Transport Names, Real Growth In Intermodal Transport, Pent-Up Demand For Vehicle Sales, Outsourcing Trends In Transportation Management, Oil Prices & Hybrid Growth, Increased Consolidation In Auto Sector, Full Truckload Vs. Less-Than-Truckload Performance, Emphasis On Auto Stock Valuations, Economies-Of-Density Effect In Railroads, Consolidation Among Airlines, Chinese Investment In Transport Infrastructure
Companies covered: TRW Automotive Holdings Corporation (NYSE:TRW), Toyota Motor Corp Ltd Ord (NYSE:TM), Magna International, Inc. (NYSE:MGA), Johnson Controls, Inc. (NYSE:JCI), Honda Motor Company, Ltd. (NYSE:HMC), Group 1 Automotive, Inc. (NYSE:GPI), Genuine Parts Company (NYSE:GPC), Gentex Corporation (NASDAQ:GNTX), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Daimler AG, AutoZone, Inc. (NYSE:AZO), AutoNation, Inc. (NYSE:AN), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Home Depot, Inc. (The) (NYSE:HD), Forward Air Corporation (NASDAQ:FWRD), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Atlas Air Worldwide Holdings (NASDAQ:AAWW), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pacer International Inc., Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Diana Shipping inc. (NYSE:DSX), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), American Commercial Lines Inc., Amerigon Inc., YRC Worldwide, Inc. (NASDAQ:YRCW), Con-way Inc. (NYSE:CNW), Digital Power Corporation (AMEX:DPW), Burlington Northern Santa Fe C, Sonic Automotive, Inc. (NYSE:SAH), Lear Corporation (NYSE:LEA), Honeywell International Inc. (NYSE:HON), BorgWarner Inc. (NYSE:BWA), Knight Transportation, Inc. (NYSE:KNX), Air Transport Services Group, Inc (NASDAQ:ATSG), UAL Corporation, Southwest Airlines Company (NYSE:LUV), US Airways Group, Inc., JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Continental Airlines, Inc., Alaska Air Group, Inc. (NYSE:ALK), TAL International Group, Inc. (NYSE:TAL), GATX Corporation (NYSE:GMT), Alliant Energy Corporation (NYSE:LNT), Solera Holdings, Inc. (NYSE:SLH), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Wonder Auto Technology, Inc., China TransInfo Technology Cor, Commercial Vehicle Group, Inc. (NASDAQ:CVGI), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Federal-Mogul Holdings Corporation (NASDAQ:FDML), SORL Auto Parts, Inc. (NASDAQ:SORL)
