Banking Review 2017

May 19, 2017

Companies covered: Bank of America Corporation (NYSE:BAC), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), Bank Of New York Mellon Corporation (The) (NYSE:BK), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), BB&T Corporation (NYSE:BBT), Fifth Third Bancorp (NASDAQ:FITB), First Horizon National Corporation (NYSE:FHN), Huntington Bancshares Incorporated (NASDAQ:HBAN), KeyCorp (NYSE:KEY), M&T Bank Corporation (NYSE:MTB), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Regions Financial Corporation (NYSE:RF), SunTrust Banks, Inc. (NYSE:STI), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Zions Bancorporation (NASDAQ:ZION), BlackRock, Inc. (NYSE:BLK), Principal Financial Group Inc (NYSE:PFG), Camden National Corporation (NASDAQ:CAC), S&T Bancorp, Inc. (NASDAQ:STBA), American Express Company (NYSE:AXP), FIRST REPUBLIC BANK (NYSE:FRC), Barclays PLC (NYSE:BCS), Deutsche Bank AG (NYSE:DB), Paragon Commercial Corporation (NASDAQ:PBNC), Eagle Bancorp, Inc. (NASDAQ:EGBN), MBT Financial Corp. (NASDAQ:MBTF), Evercore Partners Inc (NYSE:EVR), Apple Inc. (NASDAQ:AAPL), CIT Group Inc (NYSE:CIT), Leucadia National Corporation (NYSE:LUK), Apollo Global Management, LLC (NYSE:APO), The Blackstone Group L.P. (NYSE:BX), KKR & Co. L.P. (NYSE:KKR), The Carlyle Group L.P. (NASDAQ:CG), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Invesco Ltd. (NYSE:IVZ), Legg Mason, Inc. (NYSE:LM), Allegiance Bancshares Inc. (NASDAQ:ABTX), Prosperity Bancshares, Inc. (NYSE:PB), IBERIABANK Corporation (NASDAQ:IBKC)

Buy ($175)

Insurance

May 05, 2017

Companies covered: American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Prudential Financial, Inc. (NYSE:PRU), Aflac Incorporated (NYSE:AFL), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Reinsurance Group of America, Incorporated (NYSE:RGA), Lincoln National Corporation (NYSE:LNC), Voya Financial, Inc. (NYSE:VOYA), Principal Financial Group Inc (NYSE:PFG), The Travelers Companies, Inc. (NYSE:TRV), W.R. Berkley Corporation (NYSE:WRB), Everest Re Group, Ltd. (NYSE:RE), Axis Capital Holdings Limited (NYSE:AXS), Allied World Assurance Company Holdings, AG (NYSE:AWH), Prudential Financial, Inc. (NYSE:PRH), Unum Group (NYSE:UNM), CNO Financial Group, Inc. (NYSE:CNO), MGIC Investment Corporation (NYSE:MTG), Radian Group Inc. (NYSE:RDN), NMI Holdings Inc (NASDAQ:NMIH), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Kinsale Capital Group Inc. (NASDAQ:KNSL), Third Point Reinsurance Ltd. (NYSE:TPRE), Crawford & Company (NYSE:CRD/B), Hallmark Financial Services, Inc. (NASDAQ:HALL)

Buy ($175)

Asset Management, Investment and Money Center Banks

February 24, 2017

Companies covered: National Holdings Corporation (NASDAQ:NHLD), Principal Financial Group Inc (NYSE:PFG), SunTrust Banks, Inc. (NYSE:STI), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Invesco Ltd. (NYSE:IVZ), Legg Mason, Inc. (NYSE:LM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Morgan Stanley (NYSE:MS), CIT Group Inc (NYSE:CIT), Leucadia National Corporation (NYSE:LUK), Bank of America Corporation (NYSE:BAC), Apollo Global Management, LLC (NYSE:APO), The Blackstone Group L.P. (NYSE:BX), KKR & Co. L.P. (NYSE:KKR), The Carlyle Group L.P. (NASDAQ:CG), Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Bank Of New York Mellon Corporation (The) (NYSE:BK), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), BB&T Corporation (NYSE:BBT), Fifth Third Bancorp (NASDAQ:FITB), First Horizon National Corporation (NYSE:FHN), Huntington Bancshares Incorporated (NASDAQ:HBAN), KeyCorp (NYSE:KEY), M&T Bank Corporation (NYSE:MTB), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Regions Financial Corporation (NYSE:RF), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Zions Bancorporation (NASDAQ:ZION), BlackRock, Inc. (NYSE:BLK), Evercore Partners Inc (NYSE:EVR), Apple Inc. (NASDAQ:AAPL)

Buy ($175)

Pacific and Southwest Banks

January 27, 2017

Companies covered: Trinity Bank, N.A. (OTCMKTS:TYBT), Summit State Bank (NASDAQ:SSBI), Pacific Mercantile Bancorp (NASDAQ:PMBC), Friendly Hills Bank (OTCMKTS:FHLB), SVB Financial Group (NASDAQ:SIVB), Western Alliance Bancorporation (NYSE:WAL), Triumph Bancorp, Inc. (NASDAQ:TBK), Cullen/Frost Bankers, Inc. (NYSE:CFR), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Independent Bank Group, Inc (NASDAQ:IBTX), East West Bancorp, Inc. (NASDAQ:EWBC), Preferred Bank (NASDAQ:PFBC), Live Oak Bancshares Inc (NASDAQ:LOB), Allegiance Bancshares Inc. (NASDAQ:ABTX), Prosperity Bancshares, Inc. (NYSE:PB), IBERIABANK Corporation (NASDAQ:IBKC), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Cascade Bancorp (NASDAQ:CACB), Umpqua Holdings Corporation (NASDAQ:UMPQ)

Buy ($175)

Business Development Companies

December 09, 2016

Companies covered: Ares Capital Corporation (NASDAQ:ARCC), Hercules Capital Inc (NYSE:HTGC), Triangle Capital Corporation (NYSE:TCAP), American Capital, Ltd. (NASDAQ:ACAS), Apollo Investment Corporation (NASDAQ:AINV), Solar Capital Ltd. (NASDAQ:SLRC), General Electric Company (NYSE:GE), Harvest Capital Credit Corporation (NASDAQ:HCAP), American International Group, Inc. (NYSE:AIG), Golub Capital BDC, Inc. (NASDAQ:GBDC), OFS Capital Corporation (NASDAQ:OFS), Monroe Capital Corporation (NASDAQ:MRCC), TPG Specialty Lending, Inc. (NYSE:TSLX), TriplePoint Venture Growth BDC Corp. (NYSE:TPVG), Medley Management Inc. (NYSE:MDLY), Medley Capital Corporation (NYSE:MCC), TICC Capital Corp. (NASDAQ:TICC), Fifth Street Finance Corp. (NASDAQ:FSC), Gladstone Investment Corporation (NASDAQ:GAIN), GSV Capital Corp (NASDAQ:GSVC), FS Investment Corporation (NYSE:FSIC), Medallion Financial Corp. (NASDAQ:MFIN)

Buy ($175)

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