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)

REITs

November 04, 2016

Companies covered: Equity Residential (NYSE:EQR), Camden Property Trust (NYSE:CPT), American Campus Communities Inc (NYSE:ACC), Education Realty Trust Inc. (NYSE:EDR), Equity Lifestyle Properties, Inc. (NYSE:ELS), Sun Communities, Inc. (NYSE:SUI), AvalonBay Communities, Inc. (NYSE:AVB), Essex Property Trust, Inc. (NYSE:ESS), Monogram Residential Trust, Inc. (NYSE:MORE), Washington Real Estate Investment Trust (NYSE:WRE), W.P. Carey Inc. (NYSE:WPC), Mack-Cali Realty Corporation (NYSE:CLI), TIER REIT Inc (NYSE:TIER)

Buy ($175)

REITs

July 15, 2016

Companies covered: VEREIT, Inc. (NYSE:VER), Armada Hoffler Properties, Inc. (NYSE:AHH), Columbia Property Trust, Inc. (NYSE:CXP), Wheeler Real Estate Investment Trust, Inc. (NASDAQ:WHLR), Sears Holdings Corporation (NASDAQ:SHLD), J.C. Penney Company, Inc. Holding Company (NYSE:JCP), HCP, Inc. (NYSE:HCP), Acadia Realty Trust (NYSE:AKR), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Kimco Realty Corporation (NYSE:KIM), SL Green Realty Corporation (NYSE:SLG), Apartment Investment and Management Company (NYSE:AIV), Equity Residential (NYSE:EQR), Digital Realty Trust, Inc. (NYSE:DLR), ProLogis, Inc. (NYSE:PLD), Boston Properties, Inc. (NYSE:BXP), Public Storage (NYSE:PSA), Essex Property Trust, Inc. (NYSE:ESS), Sovran Self Storage, Inc. (NYSE:SSS), Post Properties, Inc. (NYSE:PPS), Kilroy Realty Corporation (NYSE:KRC), CubeSmart (NYSE:CUBE), Extra Space Storage Inc (NYSE:EXR), CoreSite Realty Corporation (NYSE:COR), Brookfield Property Partners L.P. (NYSE:BPY), The Blackstone Group L.P. (NYSE:BX), National Retail Properties (NYSE:NNN), Realty Income Corporation (NYSE:O), Agree Realty Corporation (NYSE:ADC), TIER REIT Inc (NYSE:TIER), Monmouth Real Estate Investment Corporation (NYSE:MNR), Terreno Realty Corporation (NYSE:TRNO), DCT Industrial Trust Inc (NYSE:DCT), EastGroup Properties, Inc. (NYSE:EGP), American Homes 4 Rent (NYSE:AMH), Mid-America Apartment Communities, Inc. (NYSE:MAA), Preferred Apartment Communities, Inc. (NYSE:APTS), Bluerock Residential Growth REIT, Inc. (NYSEMKT:BRG), Independence Realty Trust, Inc. (NYSEMKT:IRT), FedEx Corporation (NYSE:FDX), Best Buy Co., Inc. (NYSE:BBY), Gamestop Corporation (NYSE:GME), O'Reilly Automotive, Inc. (NASDAQ:ORLY), American Campus Communities Inc (NYSE:ACC), Education Realty Trust Inc. (NYSE:EDR), Community Healthcare Trust (NYSE:CHCT), Spirit Realty Capital, Inc. (NYSE:SRC), Camden Property Trust (NYSE:CPT), Federal Realty Investment Trust (NYSE:FRT), Vornado Realty Trust (NYSE:VNO), DDR Corp. (NYSE:DDR), TJX Companies, Inc. (The) (NYSE:TJX), Hudson Pacific Properties, Inc. (NYSE:HPP), Simon Property Group, Inc. (NYSE:SPG), Alexandria Real Estate Equities, Inc. (NYSE:ARE)

Buy ($175)

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