Topics covered: Value in Delevering Companies, High-Quality Companies, Disciplined Growth Approach
Companies covered: ABIOMED, Inc. (NASDAQ:ABMD), Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), NxStage Medical, Inc. (NASDAQ:NXTM), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Edwards Lifesciences Corporation (NYSE:EW), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Boston Scientific Corporation (NYSE:BSX), Goldcorp Inc. (NYSE:GG), United Parcel Service, Inc. (NYSE:UPS), Procter & Gamble Company (The) (NYSE:PG), KB Home (NYSE:KBH), FedEx Corporation (NYSE:FDX), Intercontinental Hotels Group (NYSE:IHG), Bank Of New York Mellon Corporation (The) (NYSE:BK), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), Valero Energy Corporation (NYSE:VLO), Starbucks Corporation (NASDAQ:SBUX), Microsoft Corporation (NASDAQ:MSFT), Lithia Motors, Inc. (NYSE:LAD), Alphabet Inc (NASDAQ:GOOG), Greenbrier Companies, Inc. (The) (NYSE:GBX), Darling Ingredients Inc. (NYSE:DAR)
