Topics covered: Self-Storage and Office REITs, Residential and Commercial REITs, Pricing Power Outlook, Lodging, Inexpensive Access to Capital, Apartment, Acquisition and Financing Costs
Companies covered: Parkway Properties, Inc. (NYSE:PKY), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Sovran Self Storage, Inc. (NYSE:SSS), SL Green Realty Corporation (NYSE:SLG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), ProLogis, Inc. (NYSE:PLD), Realty Income Corporation (NYSE:O), Mid-America Apartment Communities, Inc. (NYSE:MAA), CapLease, Inc., Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), EastGroup Properties, Inc. (NYSE:EGP), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Boston Properties, Inc. (NYSE:BXP), Associated Estates Realty Corporation (NYSE:AEC), Franklin Street Properties Corp. (NYSEAMERICAN:FSP), Simon Property Group, Inc. (NYSE:SPG), iStar Financial Inc., Federal Realty Investment Trust (NYSE:FRT), Washington Real Estate Investment Trust (NYSE:WRE), Vornado Realty Trust (NYSE:VNO), Kilroy Realty Corporation (NYSE:KRC), Jones Lang LaSalle Incorporated (NYSE:JLL), Essex Property Trust, Inc. (NYSE:ESS), CBRE Group, Inc. (NYSE:CBRE), Walmart Inc. (NYSE:WMT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Equity Residential (NYSE:EQR), DDR Corp. (NYSE:DDR), American Campus Communities Inc (NYSE:ACC), Northstar Realty Finance Corp. (NYSE:NRF), National Retail Properties (NYSE:NNN), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), GE Aerospace (General Electric Company) (NYSE:GE), EPR Properties (NYSE:EPR), Anworth Mortgage Asset Corporation (NYSE:ANH), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Newcastle Investment Corporation (NYSE:NCT)
Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal
Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), The Travelers Companies, Inc. (NYSE:TRV), Employers Holdings Inc (NYSE:EIG), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Stewart Information Services Corporation (NYSE:STC), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Arch Capital Group Ltd. (NASDAQ:ACGL), Protective Life Corp., XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Allied World Assurance Company Holdings, AG (NYSE:AWH)
Topics covered: Value Oriented Strategy, Value Investing, Large-Cap, High-Quality Companies, Exposure to Emerging Markets, Deep-Value, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: Walter Investment Management Corp. (NYSE:WAC), Ocwen Financial Corporation (NYSE:OCN), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Molex Inc., ABM Industries Incorporated (NYSE:ABM), Micron Technology, Inc. (NASDAQ:MU), Kinross Gold Corporation (NYSE:KGC), HP Inc (NYSE:HPQ), BP p.l.c. (NYSE:BP), Yamana Gold Inc. (NYSE:AUY), Barrick Mining Corp. (NYSE:B)
Topics covered: SaaS and PaaS, Cloud Computing and SaaS Trends, Cloud Computing, Application Software Consolidation Activity
Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Alteva (D/B/A) (AMEX:ALTV), Catamaran Corporation (NASDAQ:CTRX), Monotype Imaging Holdings Inc. (NASDAQ:TYPE), Dot Hill Systems Corporation (NASDAQ:HILL), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fiserv, Inc. (NYSE:FISV), Fidelity National Information Services, Inc. (NYSE:FIS), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Toyota Motor Corp Ltd Ord (NYSE:TM), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Netsuite Inc (NYSE:N), Coca-Cola Company (The) (NYSE:KO), IBM (International Business Machines Corp.) (NYSE:IBM), General Motors Company (NYSE:GM), Salesforce.com Inc (NYSE:CRM), Citrix Systems, Inc. (NASDAQ:CTXS), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Verizon Communications Inc. (NYSE:VZ), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), Symantec Corporation (NASDAQ:SYMC), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Nuance Communications, Inc. (NASDAQ:NUAN), NICE Limited (NASDAQ:NICE), j2 Global, Inc. (NASDAQ:JCOM), Sourcefire, Inc., EMC Corporation (NYSE:EMC)
Topics covered: Semiconductor Inventory Burnoff, Semiconductor Capital Equipment Spending, Semiconductor Capital Equipment, New Computing Platform Demand, Mobile Device Consumer Demand, Improvement from Cyclical Bottom, Cloud Computing
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Texas Instruments Incorporated (NASDAQ:TXN), SanDisk Corporation (NASDAQ:SNDK), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Atmel Corporation (NASDAQ:ATML), Netlist, Inc. (NASDAQ:NLST), LSI Corporation, Semiconductor Manufacturing International Corporation (HKG:0981), Microchip Technology Incorporated (NASDAQ:MCHP), Tower Semiconductor Ltd. (NASDAQ:TSEM), Xilinx, Inc. (NASDAQ:XLNX), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Linear Technology Corporation (NASDAQ:LLTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Semtech Corporation (NASDAQ:SMTC), Sprint Corporation (NYSE:S), ON Semiconductor Corporation (NASDAQ:ON), Mindspeed Technologies Inc., Monolithic Power Systems, Inc. (NASDAQ:MPWR), Diodes Incorporated (NASDAQ:DIOD), International Rectifier Corpor, TriQuint Semiconductor, Inc., STMicroelectronics N.V. (NYSE:STM), Lattice Semiconductor Corporation (NASDAQ:LSCC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), QUALCOMM Incorporated (NASDAQ:QCOM), HJ Heinz Co., Cypress Semiconductor Corporation (NASDAQ:CY), Volterra Semiconductor Corpora, Silicon Laboratories, Inc. (NASDAQ:SLAB), Intersil Corporation (NASDAQ:ISIL), Hittite Microwave Corporation, Exar Corporation (NYSE:EXAR), Skyworks Solutions, Inc. (NASDAQ:SWKS), RF Micro Devices Inc., Microsemi Corporation (NASDAQ:MSCC), Cree, Inc. (NASDAQ:CREE), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), JDS Uniphase Corporation (NASDAQ:JDSU), Finisar Corporation (NASDAQ:FNSR), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Nova Ltd. (formerly Nova Measuring Instruments Ltd.) (NASDAQ:NVMI), Nanometrics Incorporated (NASDAQ:NANO), Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC)
