Insurance

May 11, 2018

Companies covered: American International Group, Inc. (NYSE:AIG), Chubb Corporation (The) (NYSE:CB), The Travelers Companies, Inc. (NYSE:TRV), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), Atlas Financial Holdings, Inc. (NASDAQ:AFH), 1347 Property Insurance Holdings, Inc. (NASDAQ:PIH), Brown & Brown, Inc. (NYSE:BRO), Crawford & Company (NYSE:CRD/B)

Buy ($175)

Real Estate

April 26, 2018

Companies covered: W.P. Carey Inc. (NYSE:WPC), ProLogis, Inc. (NYSE:PLD), SL Green Realty Corporation (NYSE:SLG), Kilroy Realty Corporation (NYSE:KRC), Boston Properties, Inc. (NYSE:BXP), Amazon.com, Inc. (NASDAQ:AMZN), Apple Inc. (NASDAQ:AAPL), GGP (NYSE:GGP), Brookfield Property Partners LP (NASDAQ:BPY), Zillow Group (NASDAQ:ZG), LendingTree, Inc. (NASDAQ:TREE), QuinStreet, Inc. (NASDAQ:QNST), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Redfin Corp (NASDAQ:RDFN), Purplebricks Group PLC (OTCMKTS:PRPPF), SoftBank Group Corp (OTCMKTS:SFTBF), Expedia, Inc. (NASDAQ:EXPE), Ellie Mae, Inc. (NYSE:ELLI), Black Knight (NYSE:BKI), CoreLogic, Inc. (NYSE:CLGX), RealPage, Inc. (NASDAQ:RP), VICI Properties Inc (NYSE:VICI), Simon Property Group, Inc. (NYSE:SPG), EastGroup Properties, Inc. (NYSE:EGP), Brookfield Property Partners L.P. (NYSE:BPY), Citigroup Inc. (NYSE:C), American Campus Communities Inc (NYSE:ACC), Terreno Realty Corporation (NYSE:TRNO), Camden Property Trust (NYSE:CPT), Community Healthcare Trust (NYSE:CHCT), Brixmor Property Group Inc. (NYSE:BRX), Sears Holdings Corporation (NASDAQ:SHLD), Liberty Property Trust (NYSE:LPT), Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), Trex Company, Inc. (NYSE:TREX), CBRE Group, Inc. (NYSE:CBG), Jones Lang LaSalle Incorporated (NYSE:JLL), STARWOOD PROPERTY TRUST, INC. (NYSE:STWD), Ladder Capital Corp (NYSE:LADR), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), Walker & Dunlop, Inc. (NYSE:WD), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), Toll Brothers Inc. (NYSE:TOL), iStar Financial Inc. (NYSE:STAR), Colony NorthStar (NYSE:CLNS), Granite Point Mortgage Trust (NYSE:GPMT), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Preferred Apartment Communities, Inc. (NYSE:APTS), Armada Hoffler Properties, Inc. (NYSE:AHH), Investors Real Estate Trust (NYSE:IRET), Pebblebrook Hotel Trust (NYSE:PEB), LaSalle Hotel Properties (NYSE:LHO), Condor Hospitality Trust (NYSEAMERICAN:CDOR), Safety, Income & Growth Inc. (NYSE:SAFE), Marcus & Millichap, Inc. (NYSE:MMI), Innovative Industrial Properties, Inc. (NYSE:IIPR)

Buy ($175)

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), Amazon.com, 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)

REITs

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), Amazon.com, 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)