Pacific and Midwest Banks

February 02, 2018

Companies covered: First Merchants Corporation (NASDAQ:FRME), Great Western Bancorp, Inc. (NYSE:GWB), QCR Holdings, Inc. (NASDAQ:QCRH), SVB Financial Group (NASDAQ:SIVB), Western Alliance Bancorporation (NYSE:WAL), Wintrust Financial Corporation (NASDAQ:WTFC), PacWest Bancorp (NASDAQ:PACW), Comerica Incorporated (NYSE:CMA), Triumph Bancorp, Inc. (NASDAQ:TBK), Pacific Premier Bancorp Inc (NASDAQ:PPBI), Umpqua Holdings Corporation (NASDAQ:UMPQ), Summit State Bank (NASDAQ:SSBI), Pacific Mercantile Bancorp (NASDAQ:PMBC), Farmers & Merchants Bancorp Inc. (NASDAQ:FMAO), MBT Financial Corp. (NASDAQ:MBTF), Friendly Hills Bank (OTCMKTS:FHLB), Meta Financial Group, Inc. (NASDAQ:CASH)

Buy ($175)

Northeast and Mid-Atlantic Banks

January 05, 2018

Companies covered: Goldman Sachs Group, Inc. (The) (NYSE:GS), Morgan Stanley (NYSE:MS), Leucadia National Corporation (NYSE:LUK), Apollo Global Management, LLC (NYSE:APO), KKR & Co. L.P. (NYSE:KKR), Citigroup Inc. (NYSE:C),, Inc. (NASDAQ:AMZN), Facebook, Inc. (NASDAQ:FB), Netflix, Inc. (NASDAQ:NFLX), Bank of America Corporation (NYSE:BAC), JPMorgan Chase & Co. (NYSE:JPM), Coca-Cola Company (The) (NYSE:KO), The Blackstone Group L.P. (NYSE:BX), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Paypal Holdings Inc (NASDAQ:PYPL), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), Bryn Mawr Bank Corporation (NASDAQ:BMTC), Lake Shore Bancorp, Inc. (NASDAQ:LSBK), Community Bankers Trust Corporation (NASDAQ:ESXB)

Buy ($175)


August 11, 2017

Companies covered: Mid-America Apartment Communities, Inc. (NYSE:MAA), Equity Residential (NYSE:EQR), AvalonBay Communities, Inc. (NYSE:AVB), Boston Properties, Inc. (NYSE:BXP), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Cousins Properties Incorporated (NYSE:CUZ),, Inc. (NASDAQ:AMZN), Sears Holdings Corporation (NASDAQ:SHLD), J.C. Penney Company, Inc. Holding Company (NYSE:JCP), Nordstrom, Inc. (NYSE:JWN), Regency Centers Corporation (NYSE:REG), Spirit Realty Capital, Inc. (NYSE:SRC), DDR Corp. (NYSE:DDR), Apartment Investment and Management Company (NYSE:AIV), UDR, Inc. (NYSE:UDR), Essex Property Trust, Inc. (NYSE:ESS), First Potomac Realty Trust (NYSE:FPO), H & M Hennes & Mauritz AB (STO:HM-B), Preferred Apartment Communities, Inc. (NYSE:APTS), Independence Realty Trust, Inc. (NYSEMKT:IRT), Lennar Corporation (NYSE:LEN), Bluerock Residential Growth REIT, Inc. (NYSEMKT:BRG), Terreno Realty Corporation (NYSE:TRNO), Monmouth Real Estate Investment Corporation (NYSE:MNR), FedEx Corporation (NYSE:FDX), American Homes 4 Rent (NYSE:AMH), Silver Bay Realty Trust Corp. (NYSE:SBY), American Residential Properties, Inc. (NYSE:ARPI), NexPoint Residential Trust (NYSE:NXRT), Four Corners Property Trust (NYSE:FCPT), Howard Hughes Corporation (The) (NYSE:HHC), TJX Companies, Inc. (The) (NYSE:TJX), Simon Property Group, Inc. (NYSE:SPG), Hudson Pacific Properties, Inc. (NYSE:HPP), Netflix, Inc. (NASDAQ:NFLX), Brixmor Property Group Inc. (NYSE:BRX), GGP (NYSE:GGP), Ascena Retail Group, Inc. (NASDAQ:ASNA), HHGregg, Inc. (NYSE:HGG), Starwood Waypoint Homes (NYSE:SFR), Taubman Centers, Inc. (NYSE:TCO), Federal Realty Investment Trust (NYSE:FRT), Extra Space Storage Inc (NYSE:EXR), CBRE Group, Inc. (NYSE:CBG), Jones Lang LaSalle Incorporated (NYSE:JLL), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Alexandria Real Estate Equities, Inc. (NYSE:ARE), ProLogis, Inc. (NYSE:PLD), Armada Hoffler Properties, Inc. (NYSE:AHH), Agree Realty Corporation (NYSE:ADC), EPR Properties (NYSE:EPR), Farmland Partners Inc. (NYSE:FPI), Gladstone Land Corporation (NASDAQ:LAND), Invitation Homes (NYSE:INVH), Highwoods Properties, Inc. (NYSE:HIW)

Buy ($175)

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)


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)