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)

REITs

November 06, 2015

Companies covered: Vornado Realty Trust (NYSE:VNO), Federal Realty Investment Trust (NYSE:FRT), Equity Residential (NYSE:EQR), UDR, Inc. (NYSE:UDR), MetLife, Inc. (NYSE:MET), Apartment Investment and Management Company (NYSE:AIV), Equity Commonwealth (NYSE:EQC), The Blackstone Group L.P. (NYSE:BX), Excel Trust, Inc. (NYSE:EXL), Simon Property Group, Inc. (NYSE:SPG), Corrections Corporation of America (NYSE:CXW), Forest City Enterprises Inc (NYSE:FCE/A), Brandywine Realty Trust (NYSE:BDN), Sabra Healthcare REIT, Inc. (NASDAQ:SBRA), Ventas, Inc. (NYSE:VTR), HCP, Inc. (NYSE:HCP), Welltower Inc (NYSE:HCN), Zoned Properties, Inc. (OTCMKTS:ZDPY), Spirit Realty Capital, Inc. (NYSE:SRC), Apple Hospitality REIT, Inc. (NYSE:APLE), Farmland Partners Inc. (NYSE:FPI), New York REIT, Inc. (NYSE:NYRT)

Buy ($175)

REITs

July 16, 2015

Topics covered: REIT Stock Underperformance, REIT Sector Trends, REIT Operational Momentum, REIT Fundamentals, Multifamily REITs, Interest Rate Uncertainty, Economic Recovery, Apartment REITs

Companies covered: One Liberty Properties, Inc. (NYSE:OLP), Mid-America Apartment Communities, Inc. (NYSE:MAA), Essex Property Trust, Inc. (NYSE:ESS), Equity One, Inc. (NYSE:EQY), Preferred Apartment Communities, Inc. (AMEX:APTS), Independence Realty Trust, Inc. (AMEX:IRT), Bluerock Residential Growth REIT, Inc. (AMEX:BRG), Standard Pacific Corp (NYSE:SPF), Ryland Group, Inc. (The) (NYSE:RYL), Post Properties, Inc. (NYSE:PPS), Lennar Corporation (NYSE:LEN), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), Brookfield Asset Management Inc (NYSE:BAM), AvalonBay Communities, Inc. (NYSE:AVB), Associated Estates Realty Corporation (NYSE:AEC), Farmland Partners Inc. (NYSE:FPI), Ventas, Inc. (NYSE:VTR), Simon Property Group, Inc. (NYSE:SPG), Sears Holdings Corporation (NASDAQ:SHLD), Macerich Company (The) (NYSE:MAC), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Extra Space Storage Inc (NYSE:EXR), Darden Restaurants, Inc. (NYSE:DRI), Acadia Realty Trust (NYSE:AKR), iStar Financial Inc. (NYSE:STAR), RAIT Financial Trust (NYSE:RAS), Northstar Realty Finance Corp. (NYSE:NRF), Arbor Realty Trust (NYSE:ABR), Taubman Centers, Inc. (NYSE:TCO), Parkway Properties, Inc. (NYSE:PKY), Kimco Realty Corporation (NYSE:KIM), Healthcare Realty Trust Incorporated (NYSE:HR), DDR Corp. (NYSE:DDR)

Buy ($175)

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