Banks

July 22, 2021

Buy ($175)

Companies covered: Goldman Sachs Group, Inc. (The) (NYSE:GS), Bank of America Corporation (NYSE:BAC), JPMorgan Chase & Co. (NYSE:JPM), Truist Financial Corp. (NYSE:TFC), Cadence Bancorp. (NYSE:CADE), Fifth Third Bancorp (NASDAQ:FITB), Ameris Bancorp (NASDAQ:ABCB), BancorpSouth, Inc. (NYSE:BXS), New York Community Bancorp, Inc. (NYSE:NYCB), Flagstar Bancorp, Inc. (NYSE:FBC), Ally Financial Inc. (NYSE:ALLY), Huntington Bancshares Incorporated (NASDAQ:HBAN), Customers Bancorp, Inc (NYSE:CUBI), Axos Financial, Inc. (NYSE:AX), Dime Community Bancshares, Inc. (NASDAQ:DCOM)

Insurance

May 24, 2021

Buy ($175)

Companies covered: American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Allstate Corporation (The) (NYSE:ALL), Progressive Corporation (The) (NYSE:PGR), Tesla Motors, Inc. (NASDAQ:TSLA), Berkshire Hathaway Inc. (NYSE:BRK/A), Brown & Brown, Inc. (NYSE:BRO), Tiptree Inc. (NASDAQ:TIPT)

Real Estate

May 20, 2021

Buy ($175)

Companies covered: Simon Property Group, Inc. (NYSE:SPG), Macerich Company (The) (NYSE:MAC), Amazon.com, Inc. (NASDAQ:AMZN), Gap, Inc. (The) (NYSE:GPS), Brookfield Asset Management Inc (NYSE:BAM), Brookfield Property Partners LP (NASDAQ:BPY), AvalonBay Communities, Inc. (NYSE:AVB), Kimco Realty Corporation (NYSE:KIM), Weingarten Realty Investors (NYSE:WRI), Washington Prime Group (NYSE:WPG), Pennsylvania Real Estate Investment Trust (NYSE:PEI), Taylor Morrison Home Corporation (NYSE:TMHC), Federal Realty Investment Trust (NYSE:FRT), Regency Centers Corporation (NYSE:REG), Acadia Realty Trust (NYSE:AKR), Urban Edge Properties (NYSE:UE), Brixmor Property Group Inc. (NYSE:BRX), Kite Realty Group Trust (NYSE:KRG), Apple Hospitality REIT, Inc. (NYSE:APLE), RLJ Lodging Trust (NYSE:RLJ), Pebblebrook Hotel Trust (NYSE:PEB), Host Hotels & Resorts, Inc. (NYSE:HST), Sunstone Hotel Investors, Inc. (NYSE:SHO), Diamondrock Hospitality Company (NYSE:DRH), Unibail-Rodamco-Westfield SE (AMS:URW), Park Hotels & Resorts Inc. (NYSE:PK), CBL & Associates Properties, Inc. (OTCMKTS:CBLAQ), Howard Hughes Corporation (The) (NYSE:HHC), Community Healthcare Trust (NYSE:CHCT), Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), SITE Centers Corp. (NYSE:SITC), Douglas Emmett, Inc. (NYSE:DEI), EastGroup Properties, Inc. (NYSE:EGP), Terreno Realty Corporation (NYSE:TRNO), Urstadt Biddle Properties Inc. (NYSE:UBP), Urstadt Biddle Properties Inc. (NYSE:UBA), Innovative Industrial Properties, Inc. (NYSE:IIPR), Investors Real Estate Trust REIT (NYSE:CSR), Newmark Group Inc. (NASDAQ:NMRK), Independence Realty Trust, Inc. (NYSE:IRT), INDUS Realty Trust, Inc. (NASDAQ:INDT), Iron Mountain Incorporated (NYSE:IRM), Marcus & Millichap, Inc. (NYSE:MMI), iStar Financial Inc. (NYSE:STAR), Safehold Inc. (NYSE:SAFE), Uniti Group (NASDAQ:UNIT), VICI Properties Inc (NYSE:VICI)

Insurance

May 08, 2020

Buy ($175)

Companies covered: Allstate Corporation (The) (NYSE:ALL), Chubb Corporation (The) (NYSE:CB), Aon plc (NYSE:AON), Marsh & McLennan Companies, Inc. (NYSE:MMC), Progressive Corporation (The) (NYSE:PGR), Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Fairfax Financial Holdings Ltd (OTCMKTS:FRFHF), Intact Financial Corporation (OTCMKTS:IFCZF), Great-West Lifeco (OTCMKTS:GWLIF), IGM Financial (OTCMKTS:IGIFF), Element Fleet Management Corp. (OTCMKTS:ELEEF), ECN Capital Corp. (OTCMKTS:ECNCF), Power Group Projects Corp. (OTCMKTS:CBBWF), AIA Group Ltd. (OTCMKTS:AAIGF), CI Financial Corp. (OTCMKTS:CIFAF), AGF Management Limited (TSE:AGF.B), Trisura Group Ltd. (OTCMKTS:TRRSF), Genworth MI Canada (OTCMKTS:GMICF), iA Financial Corporation (OTCMKTS:IAFNF), HCI Group, Inc. (NYSE:HCI)