Banking Review 2016

May 19, 2016

Companies covered: KeyCorp (NYSE:KEY), First Niagara Financial Group Inc. (NASDAQ:FNFG), New York Community Bancorp, Inc. (NYSE:NYCB), Astoria Financial Corporation (NYSE:AF), M&T Bank Corporation (NYSE:MTB), BB&T Corporation (NYSE:BBT), SunTrust Banks, Inc. (NYSE:STI), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Citizens Financial Group, Inc. (NYSE:CFG), Royal Bank Scotland plc (The) (NYSE:RBS), Apple Inc. (NASDAQ:AAPL), Hilltop Holdings Inc. (NYSE:HTH), Farmers & Merchants Bancorp Inc. (OTCBB:FMAO), First Midwest Bancorp, Inc. (NASDAQ:FMBI), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), United Community Banks, Inc. (NASDAQ:UCBI), South State Corporation (NASDAQ:SSB), Ameris Bancorp (NASDAQ:ABCB), Citigroup Inc. (NYSE:C), Morgan Stanley (NYSE:MS), Northern Trust Corporation (NASDAQ:NTRS), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), Regions Financial Corporation (NYSE:RF), Zions Bancorporation (NYSE:ZBK), Meta Financial Group, Inc. (NASDAQ:CASH), Pacific Mercantile Bancorp (NASDAQ:PMBC), Prosperity Bancshares, Inc. (NYSE:PB), Oak Valley Bancorp (CA) (NASDAQ:OVLY), Summit State Bank (NASDAQ:SSBI), Trinity Bank, N.A. (OTCBB:TYBT), Umpqua Holdings Corporation (NASDAQ:UMPQ), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), HomeStreet, Inc. (NASDAQ:HMST), Preferred Bank (NASDAQ:PFBC), Live Oak Bancshares Inc (NASDAQ:LOB), Central Pacific Financial Corp. (NYSE:CPF), Cathay General Bancorp (NASDAQ:CATY), East West Bancorp, Inc. (NASDAQ:EWBC), PacWest Bancorp (NASDAQ:PACW), SVB Financial Group (NASDAQ:SIVB), Heritage Oaks Bancorp (NASDAQ:HEOP), Goldman Sachs Group, Inc. (The) (NYSE:GS), TD Ameritrade Holding Corporation (NYSE:AMTD), E*TRADE Financial Corporation (NASDAQ:ETFC), The Charles Schwab Corporation (NYSE:SCHW), CBOE Holdings, Inc. (NASDAQ:CBOE), CME Group Inc. (NASDAQ:CME), Intercontinental Exchange Inc. (NYSE:ICE), Nasdaq Inc (NASDAQ:NDAQ), BlackRock, Inc. (NYSE:BLK), Realogy Holdings Corp. (NYSE:RLGY), SEI Investments Company (NASDAQ:SEIC), OFG Bancorp (NYSE:OFG), Canadian Western Bank (TSE:CWB), Capital Southwest Corporation (NASDAQ:CSWC), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Rand Capital Corporation (NASDAQ:RAND), T. Rowe Price Group, Inc. (NASDAQ:TROW), Franklin Resources, Inc. (NYSE:BEN), Apollo Global Management, LLC (NYSE:APO), KKR & Co. L.P. (NYSE:KKR), The Blackstone Group L.P. (NYSE:BX), State Street Corporation (NYSE:STT), Bank Of New York Mellon Corporation (The) (NYSE:BK), WisdomTree Investments, Inc. (NASDAQ:WETF), Legg Mason, Inc. (NYSE:LM), Nomura Holdings Inc ADR (NYSE:NMR), Mizuho Financial Group, Inc. (NYSE:MFG), Affiliated Managers Group, Inc. (NYSE:AMG), Invesco Ltd. (NYSE:IVZ), Morningstar, Inc. (NASDAQ:MORN), Waddell & Reed Financial, Inc. (NYSE:WDR), Allianceberstein Holding L.P. (NYSE:AB), Janus Capital Group, Inc (NYSE:JNS), U.S. Global Investors, Inc. (NASDAQ:GROW)

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)

Southeast & Midwestern Banks

January 29, 2016

Companies covered: JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), United Community Banks, Inc. (NASDAQ:UCBI), South State Corporation (NASDAQ:SSB), Ameris Bancorp (NASDAQ:ABCB), Citigroup Inc. (NYSE:C), Morgan Stanley (NYSE:MS), SunTrust Banks, Inc. (NYSE:STI), BB&T Corporation (NYSE:BBT), Northern Trust Corporation (NASDAQ:NTRS), Wells Fargo & Company (NYSE:WFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), M&T Bank Corporation (NYSE:MTB), U.S. Bancorp (NYSE:USB), Regions Financial Corporation (NYSE:RF), Zions Bancorporation (NYSE:ZBK), Farmers & Merchants Bancorp Inc. (OTCBB:FMAO), First Midwest Bancorp, Inc. (NASDAQ:FMBI), Meta Financial Group, Inc. (NASDAQ:CASH), KeyCorp (NYSE:KEY), First Niagara Financial Group Inc. (NASDAQ:FNFG), New York Community Bancorp, Inc. (NYSE:NYCB), Astoria Financial Corporation (NYSE:AF), Citizens Financial Group, Inc. (NYSE:CFG), Royal Bank Scotland plc (The) (NYSE:RBS), Apple Inc. (NASDAQ:AAPL), Hilltop Holdings Inc. (NYSE:HTH)

Buy ($175)

Northeast and Mid-Atlantic Banks

December 31, 2015

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), BB&T Corporation (NYSE:BBT), KeyCorp (NYSE:KEY), Regions Financial Corporation (NYSE:RF), SunTrust Banks, Inc. (NYSE:STI), U.S. Bancorp (NYSE:USB), Wells Fargo & Company (NYSE:WFC), Zions Bancorporation (NASDAQ:ZION), Bank Of New York Mellon Corporation (The) (NYSE:BK), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), M&T Bank Corporation (NYSE:MTB), New York Community Bancorp, Inc. (NYSE:NYCB), Astoria Financial Corporation (NYSE:AF), First Niagara Financial Group Inc. (NASDAQ:FNFG), Signature Bank (NASDAQ:SBNY), National Penn Bancshares, Inc. (NASDAQ:NPBC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Fifth Third Bancorp (NASDAQ:FITB), SLM Corporation (NASDAQ:SLMBP), Discover Financial Services (NYSE:DFS), Bridge Bancorp, Inc. (NASDAQ:BDGE), Suffolk Bancorp (NASDAQ:SUBK), OceanFirst Financial Corp. (NASDAQ:OCFC), Stonegate Bank (NASDAQ:SGBK), Seacoast Banking Corporation of Florida (NASDAQ:SBCF), CenterState Banks, Inc. (NASDAQ:CSFL), BNC Bancorp (NASDAQ:BNCN), Park Sterling Corporation (NASDAQ:PSTB), Carolina Bank Holdings Inc. (NASDAQ:CLBH), State Bank Financial Corporation. (NASDAQ:STBZ), Fidelity Southern Corporation (NASDAQ:LION), Atlantic Capital Bancshares Inc (NASDAQ:ACBI), PacWest Bancorp (NASDAQ:PACW), MidSouth Bancorp (NYSE:MSL), First Resource Bank (OTCMKTS:FRSB), Sun Bancorp, Inc. (NASDAQ:SNBC), Flushing Financial Corporation (NASDAQ:FFIC), Howard Bancorp, Inc. (NASDAQ:HBMD)

Buy ($175)

Business Development Companies

December 11, 2015

Companies covered: Capital Southwest Corporation (NASDAQ:CSWC), CorEnergy Infrastructure Trust, Inc. (NYSE:CORR), TICC Capital Corp. (NASDAQ:TICC), TPG Specialty Lending, Inc. (NYSE:TSLX), American Capital, Ltd. (NASDAQ:ACAS), Fifth Street Finance Corp. (NYSE:FSCE), Golub Capital BDC, Inc. (NASDAQ:GBDC), Hercules Technology Growth Capital, Inc. (NYSE:HTGC), Alcentra Capital Corp. (NASDAQ:ABDC), Triangle Capital Corporation (NYSE:TCAP), BlackRock, Inc. (NYSE:BLK), TCP Capital Corp. (NASDAQ:TCPC), Ares Capital Corporation (NASDAQ:ARCC), Solar Capital Ltd. (NASDAQ:SLRC), THL Credit, Inc. (NASDAQ:TCRD), Apollo Investment Corporation (NASDAQ:AINV), PennantPark Investment Corporation (NASDAQ:PNNT), Medley Capital Corporation (NYSE:MCC), Prospect Capital Corporation (NASDAQ:PSEC), PennantPark Floating Rate Capital Ltd. (NASDAQ:PFLT), Garrison Capital Inc. (NASDAQ:GARS), Apollo Investment Corporation (NYSE:AIY), Main Street Capital Corporation (NYSE:MAIN), Ares Management L.P. (NYSE:ARES), Hercules Technology Growth Capital, Inc. (NYSE:HTGX), Voya Financial, Inc. (NYSE:VOYA), Fifth Street Finance Corp. (NASDAQ:FSC), Capitala Finance Corp. (NASDAQ:CPTA)

Buy ($175)

Pin It on Pinterest