December 14, 2012

Topics covered: Value Investing, Macroeconomic Trends, Large-Cap Investing, Investment Strategies, Investing in Energy, Investing in Emerging Markets, Downside Protection With Upside Participation

Companies covered: Apple Inc. (NASDAQ:AAPL), U.S. Bancorp (NYSE:USB), Thermo Fisher Scientific Inc (NYSE:TMO), QUALCOMM Incorporated (NASDAQ:QCOM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), HJ Heinz Co., Google Inc. (NASDAQ:GOOG), Emerson Electric Company (NYSE:EMR), Devon Energy Corporation (NYSE:DVN), Dow Chemical Company (The) (NYSE:DOW), Chevron Corporation (NYSE:CVX), Anadarko Petroleum Corporation (NYSE:APC), Abbott Laboratories (NYSE:ABT), Wells Fargo & Company (NYSE:WFC), SanDisk Corporation (NASDAQ:SNDK), Genesee & Wyoming, Inc. (NYSE:GWR), Gilead Sciences, Inc. (NASDAQ:GILD), Applied Materials, Inc. (NASDAQ:AMAT), Walgreen Co., Procter & Gamble Company (The) (NYSE:PG), Intel Corporation (NASDAQ:INTC), Express Scripts Holding Company (NASDAQ:ESRX), BP p.l.c. (NYSE:BP), Southwestern Energy Company (NYSE:SWN), Linn Energy, LLC (NASDAQ:LINE), Goldman Sachs Group, Inc. (The) (NYSE:GS), Enterprise Products Partners L.P. (NYSE:EPD), Myriad Genetics, Inc. (NASDAQ:MYGN), 3M Company (NYSE:MMM), International Rectifier Corpor, General Electric Company (NYSE:GE), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), PowerSecure International, Inc (NYSE:POWR), Innovative Solutions and Support, Inc. (NASDAQ:ISSC), Furmanite Corporation (NYSE:FRM), Boeing Company (The) (NYSE:BA), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARMH),, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Hewlett-Packard Company (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc., Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Wal-Mart Stores, Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., The Cheesecake Factory Incorporated (NASDAQ:CAKE), Novartis AG (NYSE:NVS), Caterpillar, Inc. (NYSE:CAT), VALE S.A. (NYSE:VALE), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Tech Data Corporation (NASDAQ:TECD), Plantronics, Inc. (NYSE:PLT), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), Heritage Commerce Corp (NASDAQ:HTBK), First Potomac Realty Trust (NYSE:FPO), Boston Properties, Inc. (NYSE:BXP), Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Vodafone Group Plc (NASDAQ:VOD), Pepsico, Inc. (NYSE:PEP), Merck & Company, Inc. (NYSE:MRK), General Mills, Inc. (NYSE:GIS), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), Automatic Data Processing, Inc. (NASDAQ:ADP), Yum! Brands, Inc. (NYSE:YUM), Exxon Mobil Corporation (NYSE:XOM), Southern Company (The) (NYSE:SO), McDonald's Corporation (NYSE:MCD), Ecolab Inc. (NYSE:ECL)

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