March 26, 2014

Topics covered: Secular Growth Themes, Large-Cap Growth, Investing in the Swiss Market, Investing in Stable Economies, Global Growth Equities, Dividend-Paying Stocks, Capital Appreciation, Basic Needs Investing

Companies covered: Unilever PLC (NYSE:UL), Tesoro Corporation (NYSE:TSO), Packaging Corporation of America (NYSE:PKG), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), Chevron Corporation (NYSE:CVX), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), Chart Industries, Inc. (NASDAQ:GTLS), V.F. Corporation (NYSE:VFC), TJX Companies, Inc. (The) (NYSE:TJX), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Monsanto Company (NYSE:MON), Kimberly-Clark Corporation (NYSE:KMB), Google Inc. (NASDAQ:GOOG), Crown Castle International Corporation (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), UIL Holdings Corporation (NYSE:UIL), AT&T Inc. (NYSE:T), Pepsico, Inc. (NYSE:PEP), National Health Investors, Inc. (NYSE:NHI), Coca-Cola Company (The) (NYSE:KO), GlaxoSmithKline PLC (NYSE:GSK), ENERGY TRANSFER PARTNERS (NYSE:ETP), EPR Properties (NYSE:EPR), Dr Pepper Snapple Group, Inc (NYSE:DPS), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), Owens Corning Inc (NYSE:OC), Avago Technologies Limited (NASDAQ:AVGO), Toyota Motor Corp Ltd Ord (NYSE:TM), Prudential Financial, Inc. (NYSE:PRU), Las Vegas Sands Corp. (NYSE:LVS), Governor and Company of the Bank of Ireland (The) (NYSE:IRE), Weatherford International plc (NYSE:WFT), UBS AG (NYSE:UBS), Transocean Ltd. (NYSE:RIG), Novartis AG (NYSE:NVS), Credit Suisse Group (NYSE:CS), ABB Ltd (NYSE:ABB)

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