Alternative Energy & Utilities

February 12, 2016

Companies covered: SolarCity Corporation (NASDAQ:SCTY), Solaredge Technologies Inc (NASDAQ:SEDG), SunEdison, Inc. (NYSE:SUNE), Vivint Solar, Inc. (NYSE:VSLR), TerraForm Power, Inc. (NASDAQ:TERP), Covanta Holding Corporation (NYSE:CVA), Tesla Motors, Inc. (NASDAQ:TSLA), SunPower Corporation (NASDAQ:SPWR), First Solar, Inc. (NASDAQ:FSLR), 8Point3 Energy Partners LP (NASDAQ:CAFD), Itron, Inc. (NASDAQ:ITRI), Broadwind Energy, Inc. (NASDAQ:BWEN), Questar Corporation (NYSE:STR)

Buy ($175)

Staffing & Outsourcing

January 15, 2016

Companies covered: Mastercard Incorporated (NYSE:MA), Visa Inc. (NYSE:V), Apple Inc. (NASDAQ:AAPL), American Express Company (NYSE:AXP), Discover Financial Services (NYSE:DFS), First Data Corp (NYSE:FDC), On Assignment, Inc. (NYSE:ASGN), Monster Worldwide, Inc. (NYSE:MWW), Navigant Consulting, Inc. (NYSE:NCI), AMN Healthcare Services Inc (NYSE:AHS), HealthEquity, Inc. (NASDAQ:HQY), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Infosys Limited (NYSE:INFY), Tata Consultancy Services Limited (NSE:TCS), Accenture plc. (NYSE:ACN), Wipro Limited (NYSE:WIT), Tech Mahindra Ltd (NSE:TECHM), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Dun & Bradstreet Corporation (The) (NYSE:DNB), Computer Sciences Corporation (NYSE:CSC), Paypal Holdings Inc (NASDAQ:PYPL), Worldpay Group PLC (LON:WPG), Global Payments Inc. (NYSE:GPN), Vantiv, Inc. (NYSE:VNTV), Square Inc (NYSE:SQ), JPMorgan Chase & Co. (NYSE:JPM), Heartland Payment Systems, Inc. (NYSE:HPY), Exponent, Inc. (NASDAQ:EXPO)

Buy ($175)

Industrial Equipment, Aerospace and Defense

October 09, 2015

Companies covered: Lockheed Martin Corporation (NYSE:LMT), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Orbital ATK Inc (NYSE:OA), Volkswagon AG (ETR:VOW), United Technologies Corporation (NYSE:UTX), Eaton Corporation, PLC (NYSE:ETN), SPX Corporation (NYSE:SPXC), Johnson Controls, Inc. (NYSE:JCI), Emerson Electric Company (NYSE:EMR), General Electric Company (NYSE:GE), Tyco International plc (NYSE:TYC), Graco Inc. (NYSE:GGG), Rockwell Automation, Inc. (NYSE:ROK), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Faiveley Transport SA (EPA:LEY), Bombardier, Inc. (TSE:BBD.A), Siemens AG (FRA:SIE), Alstom SA (EPA:ALO), Honeywell International Inc. (NYSE:HON), Intel Corporation (NASDAQ:INTC), Cisco Systems, Inc. (NASDAQ:CSCO), SoftBank Group Corp (TYO:9984), Vodafone Group Plc (NASDAQ:VOD), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Synchrony Financial (NYSE:SYF), ADT Corporation (NYSE:ADT), Tyco International PLC (NYSE:TYC), LG Electronics Inc. (KRX:066570), Samsung Electronics Co Ltd (KRX:005930), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Cubic Corporation (NYSE:CUB), Power Solutions International, Inc. (NASDAQ:PSIX)

Buy ($175)


August 14, 2015

Topics covered: Value Propositions, Student Housing REITs, Slowed Enrollment Growth, REIT Partnerships, Positive Pre-Leasing Numbers, Modernization of Student Housing, For-Profit Colleges, Ed Tech

Companies covered: Grand Canyon Education, Inc. (NASDAQ:LOPE), Education Realty Trust Inc. (NYSE:EDR), American Campus Communities Inc (NYSE:ACC), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL),, Inc. (NASDAQ:AMZN), 2U, Inc. (NASDAQ:TWOU), K12 Inc (NYSE:LRN), Lincoln Educational Services Corporation (NASDAQ:LINC), Bridgepoint Education, Inc. (NYSE:BPI), Universal Technical Institute Inc (NYSE:UTI), Strayer Education, Inc. (NASDAQ:STRA), Scholastic Corporation (NASDAQ:SCHL), DeVry Education Group Inc. (NYSE:DV), Elron Electronic Industries Lt

Buy ($175)

Transportation & Logistics

July 31, 2015

Topics covered: Volume Weakness in Industrial End Markets, Transportation Underperformance, Strength in Asset-Based Carriers, Retail Sales Impacts, Heightened M&A Activity, Growth of Intermodalism, Freight Transportation, Asset-Light Transportation Space

Companies covered:, Inc. (NASDAQ:AMZN), XPO Logistics, Inc. (NYSE:XPO), Wal-Mart Stores, Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Nordstrom, Inc. (NYSE:JWN), Genesee & Wyoming, Inc. (NYSE:GWR), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Norfolk Souther Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Forward Air Corporation (NASDAQ:FWRD), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Air Transport Services Group, Inc (NASDAQ:ATSG), Radiant Logistics, Inc. (AMEX:RLGT), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Kirby Corporation (NYSE:KEX), World Fuel Services Corporation (NYSE:INT), Diana Shipping inc. (NYSE:DSX), Cai International, Inc. (NYSE:CAP), Aegean Marine Petroleum Network Inc. (NYSE:ANW), StealthGas, Inc. (NASDAQ:GASS)

Buy ($175)

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