Industrial Equipment, Aerospace and Defense

September 21, 2018

Companies covered: Boeing Company (The) (NYSE:BA), Airbus SE (OTCMKTS:EADSY), United Technologies Corporation (NYSE:UTX), Honeywell International Inc. (NYSE:HON), Mercury Systems Inc (NASDAQ:MRCY), Aerojet Rocketdyne Holdings (NYSE:AJRD), Northrop Grumman Corporation (NYSE:NOC), Maxar Technologies Ltd. (NYSE:MAXR), Astronics Corporation (NASDAQ:ATRO), AAR Corp. (NYSE:AIR), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Woodward, Inc. (NASDAQ:WWD), Rockwell Collins, Inc. (NYSE:COL), KLX Inc. (NASDAQ:KLXI), United Parcel Service, Inc. (NYSE:UPS), Lockheed Martin Corporation (NYSE:LMT), Caterpillar, Inc. (NYSE:CAT), Emerson Electric Company (NYSE:EMR), Rockwell Automation, Inc. (NYSE:ROK), 3M Company (NYSE:MMM), American Superconductor Corporation (NASDAQ:AMSC), AMETEK (NYSE:AME), Sinovel Wind Group Company Limited (SHA:601558), Bombardier Inc (OTCMKTS:BDRBF), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), RBC Bearings Incorporated (NASDAQ:ROLL), Kadant Inc (NYSE:KAI), Crane Company (NYSE:CR), Curtiss-Wright Corporation (NYSE:CW), inTest Corporation (NYSEAMERICAN:INTT), Heico Corporation (NYSE:HEI), Columbus McKinnon Corporation (NASDAQ:CMCO), Graham Corporation (NYSE:GHM), Cubic Corporation (NYSE:CUB), MTS Systems Corporation (NASDAQ:MTSC), Axon Enterprise, Inc. (NASDAQ:AAXN), Williams Industrial Services Group Inc. (OTCMKTS:WLMS)

Buy ($175)

Industrial Equipment, Aerospace and Defense

September 22, 2017

Companies covered: Ingersoll-Rand plc (Ireland) (NYSE:IR), Lennox International, Inc. (NYSE:LII), Johnson Controls, Inc. (NYSE:JCI), United Technologies Corporation (NYSE:UTX), Rockwell Collins, Inc. (NYSE:COL), Kadant Inc (NYSE:KAI), General Electric Company (NYSE:GE), Honeywell International Inc. (NYSE:HON), Garmin Ltd. (NASDAQ:GRMN), Boeing Company (The) (NYSE:BA), Bombardier Inc (OTCMKTS:BDRBF), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), RBC Bearings Incorporated (NASDAQ:ROLL), Crane Company (NYSE:CR), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), 3M Company (NYSE:MMM), Airbus SE (OTCMKTS:EADSY), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), Axon Enterprise, Inc. (NASDAQ:AAXN), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), NAPCO Security Technologies, Inc. (NASDAQ:NSSC)

Buy ($175)

Industrial Equipment, Aerospace and Defense

October 07, 2016

Companies covered: Garmin Ltd. (NASDAQ:GRMN), Esterline Technologies Corporation (NYSE:ESL), TASER International, Inc. (NASDAQ:TASR), Heico Corporation (NYSE:HEI), MTS Systems Corporation (NASDAQ:MTSC), Cubic Corporation (NYSE:CUB), Boeing Company (The) (NYSE:BA), AIRBUS GROUP SE EUR1 (OTCMKTS:EADSF), Bombardier Inc (OTCMKTS:BDRBF), General Electric Company (NYSE:GE), SLM Solutions Group AG (FRA:AM3D), Arcam AB (publ) (STO:ARCM), Alstom SA (EPA:ALO), ABB Ltd (NYSE:ABB), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), United Technologies Corporation (NYSE:UTX), JetBlue Airways Corporation (NASDAQ:JBLU), American Airlines Group, Inc. (NASDAQ:AAL), Delta Air Lines, Inc. (NYSE:DAL), Siemens AG (OTCMKTS:SIEGY), Mitsubishi Heavy Industries Ltd (TYO:7011), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Faiveley Transport SA (EPA:LEY), Hillenbrand Inc (NYSE:HI), Lockheed Martin Corporation (NYSE:LMT), Raytheon Company (NYSE:RTN), Southwest Airlines Company (NYSE:LUV), Spirit Airlines, Inc. (NASDAQ:SAVE), Allegiant Travel Company (NASDAQ:ALGT), Virgin America Inc. (NASDAQ:VA), Alaska Air Group, Inc. (NYSE:ALK), Orbital ATK Inc (NYSE:OA), Power Solutions International, Inc. (NASDAQ:PSIX), Nordson Corporation (NASDAQ:NDSN)

Buy ($175)

Education

August 12, 2016

Companies covered: Greenwood Hall Inc. (OTCMKTS:ELRN), Hailiang Education Group (NASDAQ:HLG), Ambow Education Holding Ltd. (OTCMKTS:AMBOY), Education Realty Trust Inc. (NYSE:EDR), China Maple Leaf Educational Systems Ltd (HKG:1317), New Oriental Education & Technology Group, Inc. (NYSE:EDU), Apollo Education Group, Inc. (NASDAQ:APOL), DeVry Education Group Inc. (NYSE:DV), Bright Horizons Family Solutions Inc. (NYSE:BFAM), Nord Anglia Education, Inc. (NYSE:NORD), 2U, Inc. (NASDAQ:TWOU), Grand Canyon Education, Inc. (NASDAQ:LOPE), Strayer Education, Inc. (NASDAQ:STRA), Capella Education Company (NASDAQ:CPLA)

Buy ($175)

Transportation & Logistics

July 29, 2016

Companies covered: XPO Logistics, Inc. (NYSE:XPO), WestJet Airlines Ltd. (TSE:WJA), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Norfolk Southern Corporation (NYSE:NSC), Union Pacific Corporation (NYSE:UNP), Knight Transportation, Inc. (NYSE:KNX), Werner Enterprises, Inc. (NASDAQ:WERN), Heartland Express, Inc. (NASDAQ:HTLD), Swift Transportation Company (NYSE:SWFT), Ryder System, Inc. (NYSE:R), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Landstar System, Inc. (NASDAQ:LSTR), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Amazon.com, Inc. (NASDAQ:AMZN), Hub Group, Inc. (NASDAQ:HUBG), Air Transport Services Group, Inc (NASDAQ:ATSG), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Forward Air Corporation (NASDAQ:FWRD), Radiant Logistics, Inc. (AMEX:RLGT), Kirby Corporation (NYSE:KEX), Matson, Inc. (NYSE:MATX), Rand Logistics, Inc. (NASDAQ:RLOG), Diana Containerships Inc. (NASDAQ:DCIX), Diana Shipping inc. (NYSE:DSX), Seaspan Corporation (NYSE:SSW), Cai International, Inc. (NYSE:CAP), Aegean Marine Petroleum Network Inc. (NYSE:ANW), World Fuel Services Corporation (NYSE:INT), Deutsche Post AG ADR (OTCMKTS:DPSGY), Kuehne und Nagel International AG (VTX:KNIN), Panalpina Welttransport Holding AG (SWX:PWTN), Celadon Group, Inc. (NYSE:CGI), Genesee & Wyoming, Inc. (NYSE:GWR), TransForce Inc (TSE:TFI), Euronav NV (NYSE:EURN), Scorpio Tankers Inc. (NYSE:STNG), Golar LNG Limited (NASDAQ:GLNG), GasLog LP. (NYSE:GLOG), Dynagas LNG Partners LP (NYSE:DLNG)

Buy ($175)