Health Care Real Estate

August 09, 2019

Buy ($175)

Companies covered: HCP, Inc. (NYSE:HCP), Physicians Realty Trust (NYSE:DOC), Global Medical REIT Inc (NYSE:GMRE), Community Healthcare Trust (NYSE:CHCT), Senior Housing Properties Trust (NYSE:SNH), Medical Properties Trust, Inc. (NYSE:MPW), New Senior Investment Group Inc. (NYSE:SNR), American Campus Communities Inc (NYSE:ACC), Invitation Homes (NYSE:INVH), American Homes 4 Rent (NYSE:AMH), Welltower Inc (NYSE:HCN), Ventas, Inc. (NYSE:VTR), Five Star Senior Living (NASDAQ:FVE), Healthcare Realty Trust Incorporated (NYSE:HR), Healthcare Trust of America, Inc. (NYSE:HTA), National Health Investors, Inc. (NYSE:NHI), LTC Properties, Inc. (NYSE:LTC), CareTrust REIT, Inc. (NASDAQ:CTRE), Brookdale Senior Living Inc. (NYSE:BKD), Capital Senior Living Corporation (NYSE:CSU), Genesis Healthcare, Inc. (NYSE:GEN), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), Amedisys Inc (NASDAQ:AMED), LHC Group (NASDAQ:LHCG), UnitedHealth Group Incorporated (NYSE:UNH), Humana Inc. (NYSE:HUM), Tenet Healthcare Corporation (NYSE:THC), Johnson & Johnson (NYSE:JNJ), CVS Health Corporation (NYSE:CVS), Encompass Health Corp. (NYSE:EHC), Walgreens Boots Alliance, Inc. (NASDAQ:WBA), HCA Healthcare (NYSE:HCA), AAC Holdings, Inc. (NYSE:AAC), Universal Health Services, Inc. (NYSE:UHS)

Insurance

May 10, 2019

Buy ($175)

Companies covered: Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Cincinnati Financial Corporation (NASDAQ:CINF), The Travelers Companies, Inc. (NYSE:TRV), American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), W.R. Berkley Corporation (NYSE:WRB), The Navigators Group, Inc. (NASDAQ:NAVG), Axis Capital Holdings Limited (NYSE:AXS), Arch Capital Group Ltd. (NASDAQ:ACGL), RenaissanceRe Holdings Ltd. (NYSE:RNR), Marsh & McLennan Companies, Inc. (NYSE:MMC), Intact Financial Corporation (TSE:IFC), Willis Towers Watson PLC (NASDAQ:WLTW), The Hanover Insurance Group, Inc. (NYSE:THG), Selective Insurance Group, Inc. (NASDAQ:SIGI), Kemper Corporation (NYSE:KMPR), Hallmark Financial Services, Inc. (NASDAQ:HALL), Goosehead Insurance, Inc. (NASDAQ:GSHD)

Real Estate

May 10, 2019

Buy ($175)

Companies covered: BRT Apartments Corp. (NYSE:BRT), Investors Real Estate Trust (NYSE:IRET), Ashford Hospitality Trust Inc (NYSE:AHT), UMH Properties, Inc. (NYSE:UMH), Federal Realty Investment Trust (NYSE:FRT), Armada Hoffler Properties, Inc. (NYSE:AHH), Braemar Hotels & Resorts (NYSE:BHR), ProLogis, Inc. (NYSE:PLD), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), Simon Property Group, Inc. (NYSE:SPG), Taubman Centers, Inc. (NYSE:TCO), Boston Properties, Inc. (NYSE:BXP), CBRE Group, Inc. (NYSE:CBRE), Front Yard Residential Corp. (NYSE:RESI), Cushman & Wakefield PLC (NYSE:CWK), Equity Lifestyle Properties, Inc. (NYSE:ELS), Vornado Realty Trust (NYSE:VNO), Equinix, Inc. (NASDAQ:EQIX), HCP, Inc. (NYSE:HCP), STORE Capital Corporation (NYSE:STOR), Sun Communities, Inc. (NYSE:SUI), Retail Properties of America, Inc. (NYSE:RPAI), Columbia Property Trust, Inc. (NYSE:CXP), National Storage Affiliates Trust (NYSE:NSA), CatchMark Timber Trust, Inc. (NYSE:CTT), Landmark Infrastructure Partners LP (NASDAQ:LMRK)

Pacific, Southwest and Midwest Banks

February 15, 2019

Buy ($175)

Companies covered: Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Synovus Financial Corp. (NYSE:SNV), Independent Bank Group, Inc (NASDAQ:IBTX), CenterState Banks, Inc. (NASDAQ:CSFL), American River Bankshares (NASDAQ:AMRB), KeyCorp (NYSE:KEY), Chemical Financial Corporation (NASDAQ:CHFC), TCF Financial Corporation (NYSE:TCF), Wintrust Financial Corporation (NASDAQ:WTFC), Fifth Third Bancorp (NASDAQ:FITB), MB Financial Inc. (NASDAQ:MBFI), Lakeland Financial Corporation (NASDAQ:LKFN), First Mid-Illinois Bancshares, Inc. (NASDAQ:FMBH), Comerica Incorporated (NYSE:CMA), Bridgewater Bancshares (NASDAQ:BWB), Commerce Bancshares, Inc. (NASDAQ:CBSH), Wells Fargo & Company (NYSE:WFC), Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Flagstar Bancorp, Inc. (NYSE:FBC), Old National Bancorp (NASDAQ:ONB), East West Bancorp, Inc. (NASDAQ:EWBC), PSB Holdings, Inc. (OTCMKTS:PSBQ), Associated Banc-Corp (NYSE:ASB), First Interstate BancSystem, Inc. (NASDAQ:FIBK), Banner Corporation (NASDAQ:BANR), Glacier Bancorp, Inc. (NASDAQ:GBCI), Heritage Financial Corporation (NASDAQ:HFWA), PacWest Bancorp (NASDAQ:PACW), Western Alliance Bancorporation (NYSE:WAL), U.S. Bancorp (NYSE:USB), Citizens Financial Group, Inc. (NYSE:CFG), New York Community Bancorp, Inc. (NYSE:NYCB), Signature Bank (NASDAQ:SBNY), M&T Bank Corporation (NYSE:MTB), Huntington Bancshares Incorporated (NASDAQ:HBAN), Regions Financial Corporation (NYSE:RF), First Western Financial, Inc. (NASDAQ:MYFW)

Northeast, Mid-Atlantic and Southeast Banks

January 11, 2019

Buy ($175)

Companies covered: OceanFirst Financial Corp. (NASDAQ:OCFC), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), BB&T Corporation (NYSE:BBT), SunTrust Banks, Inc. (NYSE:STI), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), Paypal Holdings Inc (NASDAQ:PYPL), M&T Bank Corporation (NYSE:MTB), KeyCorp (NYSE:KEY), Northern Trust Corporation (NASDAQ:NTRS), State Street Corporation (NYSE:STT), Square Inc (NYSE:SQ), Citizens Financial Group, Inc. (NYSE:CFG), Wells Fargo & Company (NYSE:WFC), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fifth Third Bancorp (NASDAQ:FITB), MB Financial Inc. (NASDAQ:MBFI), Signature Bank (NASDAQ:SBNY), CenterState Banks, Inc. (NASDAQ:CSFL), National Commerce Corp. (NASDAQ:NCOM), Synovus Financial Corp. (NYSE:SNV), Citigroup Inc. (NYSE:C), Goldman Sachs Group, Inc. (The) (NYSE:GS), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), New York Community Bancorp, Inc. (NYSE:NYCB), Lakeland Bancorp, Inc. (NASDAQ:LBAI), Farmers & Merchants Bancorp Inc. (NASDAQ:FMAO), Axos Financial, Inc. (NYSE:AX), Oritani Financial Corp. (NASDAQ:ORIT), Northfield Bancorp, Inc. (NASDAQ:NFBK), Valley National Bancorp (NYSE:VLY), Bank of Hawaii Corporation (NYSE:BOH), Central Pacific Financial Corp. (NYSE:CPF), Territorial Bancorp Inc. (NASDAQ:TBNK), Meridian Bancorp, Inc. (NASDAQ:EBSB), Entegra Financial Corp. (NASDAQ:ENFC), HomeTrust Bancshares, Inc. (NASDAQ:HTBI), Kearny Financial (NASDAQ:KRNY), Union Bankshares Corporation (NASDAQ:UBSH), Washington Trust Bancorp, Inc. (NASDAQ:WASH), First Hawaiian (NASDAQ:FHB), PDL Community Bancorp (NASDAQ:PDLB)