Pacific, Southwest and Midwest Banks

February 14, 2020

Buy ($175)

Companies covered: Flagstar Bancorp, Inc. (NYSE:FBC), Seacoast Banking Corporation of Florida (NASDAQ:SBCF), Axos Financial, Inc. (NYSE:AX), First Foundation Inc. (NASDAQ:FFWM), HomeStreet, Inc. (NASDAQ:HMST), Meta Financial Group, Inc. (NASDAQ:CASH), BayCom Corp. (NASDAQ:BCML), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Banner Corporation (NASDAQ:BANR), Western Alliance Bancorporation (NYSE:WAL), Summit State Bank (NASDAQ:SSBI), Trinity Bank, N.A. (OTCMKTS:TYBT), Bank of Marin Bancorp (NASDAQ:BMRC), West Bancorporation (NASDAQ:WTBA)

Health Care Real Estate

August 09, 2019

Buy ($175)

Companies covered: HCP, Inc. (NYSE:HCP), Physicians Realty Trust (NYSE:DOC), Global Medical REIT Inc (NYSE:GMRE), Community Healthcare Trust (NYSE:CHCT), Senior Housing Properties Trust (NYSE:SNH), Medical Properties Trust, Inc. (NYSE:MPW), New Senior Investment Group Inc. (NYSE:SNR), American Campus Communities Inc (NYSE:ACC), Invitation Homes (NYSE:INVH), American Homes 4 Rent (NYSE:AMH), Welltower Inc (NYSE:HCN), Ventas, Inc. (NYSE:VTR), Five Star Senior Living (NASDAQ:FVE), Healthcare Realty Trust Incorporated (NYSE:HR), Healthcare Trust of America, Inc. (NYSE:HTA), National Health Investors, Inc. (NYSE:NHI), LTC Properties, Inc. (NYSE:LTC), CareTrust REIT, Inc. (NASDAQ:CTRE), Brookdale Senior Living Inc. (NYSE:BKD), Capital Senior Living Corporation (NYSE:CSU), Genesis Healthcare, Inc. (NYSE:GEN), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), Amedisys Inc (NASDAQ:AMED), LHC Group (NASDAQ:LHCG), UnitedHealth Group Incorporated (NYSE:UNH), Humana Inc. (NYSE:HUM), Tenet Healthcare Corporation (NYSE:THC), Johnson & Johnson (NYSE:JNJ), CVS Health Corporation (NYSE:CVS), Encompass Health Corp. (NYSE:EHC), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), HCA Healthcare (NYSE:HCA), AAC Holdings, Inc. (NYSE:AAC), Universal Health Services, Inc. (NYSE:UHS)

Insurance

May 10, 2019

Buy ($175)

Companies covered: Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Cincinnati Financial Corporation (NASDAQ:CINF), The Travelers Companies, Inc. (NYSE:TRV), American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), W.R. Berkley Corporation (NYSE:WRB), The Navigators Group, Inc. (NASDAQ:NAVG), Axis Capital Holdings Limited (NYSE:AXS), Arch Capital Group Ltd. (NASDAQ:ACGL), RenaissanceRe Holdings Ltd. (NYSE:RNR), Marsh & McLennan Companies, Inc. (NYSE:MMC), Intact Financial Corporation (TSE:IFC), Willis Towers Watson PLC (NASDAQ:WLTW), The Hanover Insurance Group, Inc. (NYSE:THG), Selective Insurance Group, Inc. (NASDAQ:SIGI), Kemper Corporation (NYSE:KMPR), Hallmark Financial Services, Inc. (NASDAQ:HALL), Goosehead Insurance, Inc. (NASDAQ:GSHD)

Real Estate

May 10, 2019

Buy ($175)

Companies covered: BRT Apartments Corp. (NYSE:BRT), Investors Real Estate Trust (NYSE:IRET), Ashford Hospitality Trust Inc (NYSE:AHT), UMH Properties, Inc. (NYSE:UMH), Federal Realty Investment Trust (NYSE:FRT), Armada Hoffler Properties, Inc. (NYSE:AHH), Braemar Hotels & Resorts (NYSE:BHR), ProLogis, Inc. (NYSE:PLD), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), Simon Property Group, Inc. (NYSE:SPG), Taubman Centers, Inc. (NYSE:TCO), Boston Properties, Inc. (NYSE:BXP), CBRE Group, Inc. (NYSE:CBRE), Front Yard Residential Corp. (NYSE:RESI), Cushman & Wakefield PLC (NYSE:CWK), Equity Lifestyle Properties, Inc. (NYSE:ELS), Vornado Realty Trust (NYSE:VNO), Equinix, Inc. (NASDAQ:EQIX), HCP, Inc. (NYSE:HCP), STORE Capital Corporation (NYSE:STOR), Sun Communities, Inc. (NYSE:SUI), Retail Properties of America, Inc. (NYSE:RPAI), Columbia Property Trust, Inc. (NYSE:CXP), National Storage Affiliates Trust (NYSE:NSA), CatchMark Timber Trust, Inc. (NYSE:CTT), Landmark Infrastructure Partners LP (NASDAQ:LMRK)