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)

Alternative Energy & Utilities

July 02, 2015

Topics covered: Yieldcos in Solar, Strong Regulated Utility Fundamentals, Reasonable Valuation in Water Utilities, Positive Sentiment on Utility Space, New England Power Supply, Marcellus Gas, Electric and Gas Utilities Trends, Continued Consolidation in Utilities

Companies covered: American Water Works (NYSE:AWK), Gas Natural Inc. (AMEX:EGAS), Aqua America, Inc. (NYSE:WTR), Wisconsin Energy Corporation (NYSE:WEC), UIL Holdings Corporation (NYSE:UIL), Integrys Energy Group (NYSE:TEG), Scana Corporation (NYSE:SCG), PEPCO Holdings, Inc. (NYSE:POM), Public Service Enterprise Group Incorporated (NYSE:PEG), NRG Energy, Inc. (NYSE:NRG), National Fuel Gas Company (NYSE:NFG), Macquarie Infrastructure Company LLC (NYSE:MIC), Laclede Group, Inc. (NYSE:LG), ITC Holdings Corp. (NYSE:ITC), Hawaiian Electric Industries, Inc. (NYSE:HE), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Dynegy Inc. (NYSE:DYN), Dominion Resources, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Cleco Corporation (NYSE:CNL), UNITIL Corporation (NYSE:UTL), SJW Corporation (NYSE:SJW), EnergySolutions, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Clean Energy Fuels Corp. (NASDAQ:CLNE), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Microsoft Corporation (NASDAQ:MSFT), EnerNOC, Inc. (NASDAQ:ENOC), Spire Corp., Ormat Technologies, Inc. (NYSE:ORA), AGL Resources, Inc. (NYSE:GAS)

Buy ($175)


June 05, 2015

Topics covered: Underperformance in the Insurance Sector, Specialty Commercial Automobile Insurance, Special Situations in Reinsurance, Life and Property/Casualty Insurers, Interest Rate and Pricing Pressures, Insurance Space Opportunities, Insurance Headwinds, Bermuda-Based Insurance Companies

Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), Arch Capital Group Ltd. (NASDAQ:ACGL), XL Group plc (NYSE:XL), W.R. Berkley Corporation (NYSE:WRB), Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), RenaissanceRe Holdings Ltd. (NYSE:RNR), Everest Re Group, Ltd. (NYSE:RE), PartnerRe Ltd. (NYSE:PRE), ProAssurance Corporation (NYSE:PRA), Progressive Corporation (The) (NYSE:PGR), The Navigators Group, Inc. (NASDAQ:NAVG), HCC Insurance Holdings, Inc. (NYSE:HCC), Erie Indemnity Company (NASDAQ:ERIE), Endurance Specialty Holdings Ltd (NYSE:ENH), Employers Holdings Inc (NYSE:EIG), CNA Financial Corporation (NYSE:CNA), Chubb Corporation (The) (NYSE:CB), Axis Capital Holdings Limited (NYSE:AXS), Allied World Assurance Company Holdings, AG (NYSE:AWH), Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), Aspen Insurance Holdings Limited (NYSE:AHL), American Financial Group, Inc. (NYSE:AFG), Aercap Holdings N.V. (NYSE:AER), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), BlackRock, Inc. (NYSE:BLK), Arthur J. Gallagher & Co. (NYSE:AJG), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Mercury General Corporation (NYSE:MCY), Infinity Property and Casualty Corporation (NASDAQ:IPCC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Aflac Incorporated (NYSE:AFL), Atlas Financial Holdings, Inc. (NASDAQ:AFH)

Buy ($175)

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