Data Hosting Centers and Data Storage

May 06, 2016

Companies covered: CoreSite Realty Corporation (NYSE:COR), Dupont Fabros Technology, Inc. (NYSE:DFT), Digital Realty Trust, Inc. (NYSE:DLR), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Cisco Systems, Inc. (NASDAQ:CSCO), Akamai Technologies, Inc. (NASDAQ:AKAM), Juniper Networks, Inc. (NYSE:JNPR), Arista Networks, Inc. (NYSE:ANET), F5 Networks, Inc. (NASDAQ:FFIV), CommScope Holding Company, Inc. (NASDAQ:COMM), Infinera Corporation (NASDAQ:INFN), Ciena Corporation (NYSE:CIEN), Corning Incorporated (NYSE:GLW), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Ruckus Wireless, Inc. (NYSE:RKUS), Hewlett Packard Enterprise Co (NYSE:HPE), EMC Corporation (NYSE:EMC), Palo Alto Networks, Inc. (NYSE:PANW), FireEye, Inc. (NASDAQ:FEYE), Imperva, Inc. (NYSE:IMPV), Symantec Corporation (NASDAQ:SYMC), CyberArk Software Ltd. (NASDAQ:CYBR), Proofpoint, Inc. (NASDAQ:PFPT), Fortinet, Inc. (NASDAQ:FTNT), Barracuda Networks, Inc. (NYSE:CUDA), NetApp, Inc. (NASDAQ:NTAP), Nimble Storage, Inc. (NYSE:NMBL), CommVault Systems, Inc. (NASDAQ:CVLT), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Pure Storage (NYSE:PSTG), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Sphere 3D Corp (NASDAQ:ANY)

Buy ($175)

Insurance

May 06, 2016

Companies covered: Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), The Travelers Companies, Inc. (NYSE:TRV), Progressive Corporation (The) (NYSE:PGR), Allied World Assurance Company Holdings, AG (NYSE:AWH), Employers Holdings Inc (NYSE:EIG), Axis Capital Holdings Limited (NYSE:AXS), ProAssurance Corporation (NYSE:PRA), W.R. Berkley Corporation (NYSE:WRB), Chubb Corporation (The) (NYSE:CB), 1347 Property Insurance Holdings, Inc. (NASDAQ:PIH), Atlas Financial Holdings, Inc. (NASDAQ:AFH), Kingsway Financial Services Inc. (NYSE:KFS), XL Group plc (NYSE:XL), Aflac Incorporated (NYSE:AFL), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), CNO Financial Group, Inc. (NYSE:CNO), AmTrust Financial Services, Inc. (NASDAQ:AFSI), National General Holdings Corp (NASDAQ:NGHC), James River Group Holdings, Ltd. (NASDAQ:JRVR), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Prudential Financial, Inc. (NYSE:PRH)

Buy ($175)

Investing Strategies

May 06, 2016

Companies covered: Casey's General Stores Inc. (NASDAQ:CASY), MGIC Investment Corporation (NYSE:MTG), Genesee & Wyoming, Inc. (NYSE:GWR), The Middleby Corporation (NASDAQ:MIDD), Ellie Mae, Inc. (NYSE:ELLI), Multi-Color Corporation (NASDAQ:LABL), Procter & Gamble Company (The) (NYSE:PG), Restoration Hardware Holdings Inc. (NYSE:RH), KLX Inc. (NASDAQ:KLXI), B/E Aerospace, Inc. (NASDAQ:BEAV), Weyerhaeuser Company (NYSE:WY), GlaxoSmithKline PLC (NYSE:GSK), Praxair, Inc. (NYSE:PX), Nestle SA (OTCMKTS:NSRGY), Danone SA (OTCMKTS:DANOY), Accor SA (EPA:AC), Mandarin Oriental International Limited (SGX:M04), Jardine Matheson Holdings Limited (SGX:J36), Harley-Davidson, Inc. (NYSE:HOG), Polaris Industries Inc. (NYSE:PII), Constellation Brands Inc (NYSE:STZ), 2U, Inc. (NASDAQ:TWOU), LivePerson, Inc. (NASDAQ:LPSN), Bank of America Corporation (NYSE:BAC), Verizon Communications Inc. (NYSE:VZ), SPS Commerce, Inc. (NASDAQ:SPSC), Wal-Mart Stores, Inc. (NYSE:WMT), Dick's Sporting Goods Inc (NYSE:DKS), LendingTree, Inc. (NASDAQ:TREE), Yum! Brands, Inc. (NYSE:YUM), Walt Disney Company (The) (NYSE:DIS), Baxter International Inc. (NYSE:BAX), Baxalta (NYSE:BXLT), AbbVie Inc. (NYSE:ABBV), Abbott Laboratories (NYSE:ABT), GKN plc (LON:GKN), Tyman PLC (LON:TYMN), MJ GLEESON PLC ORD 2P (LON:GLE), Howden Joinery Group Plc (LON:HWDN), Magnit PAO (MCX:MGNT), Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX), Coca Cola Femsa S.A.B. de C.V. (NYSE:KOF), Amazon.com, Inc. (NASDAQ:AMZN), Advantech Co., Ltd. (TPE:2395), Bharti Airtel Limited (BOM:532454), Heineken N.V. (OTCMKTS:HINKY)

Buy ($175)

Building Materials, Residential Construction and Housing

April 22, 2016

Companies covered: AECOM (NYSE:ACM), Amec Plc Ord (NYSE:AMFW), KBR, Inc. (NYSE:KBR), ENERGY TRANSFER PARTNERS (NYSE:ETP), Sunoco Logistics Partners LP (NYSE:SXL), Dycom Industries, Inc. (NYSE:DY), AT&T Inc. (NYSE:T), CenturyLink, Inc. (NYSE:CTL), Alphabet Inc (NASDAQ:GOOG), EMCOR Group, Inc. (NYSE:EME), D.R. Horton, Inc. (NYSE:DHI), Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), TopBuild Corp (NYSE:BLD), AV Homes, Inc. (NASDAQ:AVHI), AAON, Inc. (NASDAQ:AAON), Xinyuan Real Estate Co Ltd (NYSE:XIN), Caterpillar, Inc. (NYSE:CAT), Parker-Hannifin Corporation (NYSE:PH), Kennametal Inc. (NYSE:KMT), Illinois Tool Works Inc. (NYSE:ITW), Wabco Holdings Inc. (NYSE:WBC), The Middleby Corporation (NASDAQ:MIDD), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), Select Comfort Corporation (NASDAQ:SCSS), Tetra Tech, Inc. (NASDAQ:TTEK), Babcock & Wilcox Company (The) (NYSE:BW)

Buy ($175)

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