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)

Real Estate

May 08, 2020

Buy ($175)

Companies covered: CBRE Group, Inc. (NYSE:CBRE), Jones Lang LaSalle Incorporated (NYSE:JLL), Redfin Corp (NASDAQ:RDFN), RE/MAX Holdings, Inc. (NYSE:RMAX), eXp World Holdings (NASDAQ:EXPI), Realogy Holdings Corp. (NYSE:RLGY), CoStar Group, Inc. (NASDAQ:CSGP), Black Knight (NYSE:BKI), RealPage, Inc. (NASDAQ:RP), AppFolio Inc (NASDAQ:APPF), CoreLogic, Inc. (NYSE:CLGX), LendingTree, Inc. (NASDAQ:TREE), Regency Centers Corporation (NYSE:REG), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Spirit Realty Capital, Inc. (NYSE:SRC), Getty Realty Corporation (NYSE:GTY), Realty Income Corporation (NYSE:O), Federal Realty Investment Trust (NYSE:FRT), Weingarten Realty Investors (NYSE:WRI), Welltower Inc (NYSE:WELL), Ventas, Inc. (NYSE:VTR), Healthcare Realty Trust Incorporated (NYSE:HR), Healthcare Trust of America, Inc. (NYSE:HTA), Physicians Realty Trust (NYSE:DOC), Zillow Group (NASDAQ:ZG), Pebblebrook Hotel Trust (NYSE:PEB), Amazon.com, Inc. (NASDAQ:AMZN), Simon Property Group, Inc. (NYSE:SPG), SL Green Realty Corporation (NYSE:SLG), Boston Properties, Inc. (NYSE:BXP), FedEx Corporation (NYSE:FDX), Terreno Realty Corporation (NYSE:TRNO), Hudson Pacific Properties, Inc. (NYSE:HPP), CorEnergy Infrastructure Trust, Inc. (NYSE:CORR), Peloton Interactive (NASDAQ:PTON), VEREIT, Inc. (NYSE:VER), Camden Property Trust (NYSE:CPT), Zoom Video Communications (NASDAQ:ZM), Netflix, Inc. (NASDAQ:NFLX), Walmart Inc. (NYSE:WMT), Chipotle Mexican Grill, Inc. (NYSE:CMG), Postal Realty Trust (NYSE:PSTL), Five Point Holdings, LLC (NYSE:FPH), AAC Holdings, Inc. (OTCMKTS:AACH), Easterly Government Properties (NYSE:DEA)

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)