Companies covered: Medtronic, Inc. (NYSE:MDT), Royal Gold, Inc. (NASDAQ:RGLD), Dollar General Corporation (NYSE:DG), Dollar Tree, Inc. (NASDAQ:DLTR), MRC Global Inc. (NYSE:MRC), Atkore International Group (NYSE:ATKR), Brink's Company (The) (NYSE:BCO), Green Dot Corporation (NYSE:GDOT), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Discover Financial Services (NYSE:DFS), Paypal Holdings Inc (NASDAQ:PYPL), Walmart Inc. (NYSE:WMT), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), Regions Financial Corporation (NYSE:RF), Lincoln National Corporation (NYSE:LNC), United Rentals, Inc. (NYSE:URI), Alaska Air Group, Inc. (NYSE:ALK), Norfolk Southern Corporation (NYSE:NSC), Albemarle Corporation (NYSE:ALB), Cognex Corporation (NASDAQ:CGNX), ON Semiconductor Corporation (NASDAQ:ON), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Korea Gas Corp (KRX:036460), Exxon Mobil Corporation (NYSE:XOM), Suburban Propane Partners, L.P. (NYSE:SPH), Antero Midstream Partners LP (NYSE:AM), Antero Resources Corporation (NYSE:AR), MPLX LP (NYSE:MPLX), Marathon Petroleum Corporation (NYSE:MPC), MarkWest Energy Partners, LP (NYSE:MWE), Cabot Oil & Gas Corporation (NYSE:COG), Amgen Inc. (NASDAQ:AMGN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Allergan, Inc. (NYSE:AGN), NVIDIA Corporation (NASDAQ:NVDA), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), Facebook, Inc. (NASDAQ:FB), Apple Inc. (NASDAQ:AAPL), Baidu, Inc. (NASDAQ:BIDU), Northrop Grumman Corporation (NYSE:NOC), Fortune Brands Home & Security, Inc. (NYSE:FBHS), CarMax Inc (NYSE:KMX), Mednax, Inc (NYSE:MD), Markel Corporation (NYSE:MKL), Berkshire Hathaway Inc. (NYSE:BRK/A), Waters Corporation (NYSE:WAT), Federated Investors, Inc. (NYSE:FII), Tenaris S.A. (NYSE:TS), Vmware, Inc. (NYSE:VMW), Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN), Dell Technologies (NYSE:DVMT), AT&T Inc. (NYSE:T), Deutsche Bank AG (NYSE:DB), Kraft Heinz Co (NASDAQ:KHC), General Electric Company (NYSE:GE), Coca-Cola Company (The) (NYSE:KO), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Adobe Systems Incorporated (NASDAQ:ADBE), Walt Disney Company (The) (NYSE:DIS), Twitter, Inc. (NYSE:TWTR), Mondelez International (NASDAQ:MDLZ), Hershey Company (The) (NYSE:HSY), Toyota Motor Corp Ltd Ord (NYSE:TM), Samsung Electronics Co Ltd (KRX:005930), Nestle SA (OTCMKTS:NSRGY), China Construction Bank Corporation (HKG:0939), Nomura Holdings Inc ADR (NYSE:NMR), Hilton Worldwide Holdings Inc. (NYSE:HLT), Procter & Gamble Company (The) (NYSE:PG), Netflix, Inc. (NASDAQ:NFLX), Shutterfly, Inc. (NASDAQ:SFLY), Acuity Brands Inc (NYSE:AYI), Celgene Corporation (NASDAQ:CELG), Jones Lang LaSalle Incorporated (NYSE:JLL), CBRE Group, Inc. (NYSE:CBRE), National Oilwell Varco, Inc. (NYSE:NOV), Biogen Inc. (NASDAQ:BIIB), Heineken N.V. (AMS:HEIA)
