Topics covered: Residential and Commercial REITs, Real Estate New Supply, Pricing Power Outlook, Correlation Between Macroeconomy and Real Estate, Acquisition and Financing Costs
Companies covered: Washington Real Estate Investment Trust (NYSE:WRE), Simon Property Group, Inc. (NYSE:SPG), SL Green Realty Corporation (NYSE:SLG), ProLogis, Inc. (NYSE:PLD), Lexington Realty Trust (NYSE:LXP), Douglas Emmett, Inc. (NYSE:DEI), Boston Properties, Inc. (NYSE:BXP), American Capital Agency Corp. (NASDAQ:AGNC), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), U-Store-It Trust, Sovran Self Storage, Inc. (NYSE:SSS), Home Properties, Inc. (NYSE:HME), Equity Lifestyle Properties, Inc. (NYSE:ELS), Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Associated Estates Realty Corporation (NYSE:AEC), EPR Properties (NYSE:EPR)
Topics covered: In Depth Review of the US Banking Industry
Companies covered: Syngenta AG (NYSE:SYT), UBS AG (NYSE:UBS), Microsoft Corporation (NASDAQ:MSFT), J P Morgan Chase & Co (NYSE:JPM), Deutsche Bank AG (NYSE:DB), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), American International Group, Inc. (NYSE:AIG), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), Morgan Stanley (NYSE:MS), Lazard Ltd. (NYSE:LAZ), Jefferies Group Inc., Goldman Sachs Group, Inc. (The) (NYSE:GS), Fortress Investment Group LLC (NYSE:FIG), Capital One Financial Corporation (NYSE:COF), Blackstone Inc. (NYSE:BX), Banco Santander, S.A., Barclays PLC (NYSE:BCS)
Topics covered: Value-Tilted Portfolio, Social-Responsibility Factors, Predictable Cask-Generating Companies, Global Energy Supply and Demand
Companies covered: Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Allstate Corporation (The) (NYSE:ALL), American International Group, Inc. (NYSE:AIG), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), Time Warner Cable Inc (NYSE:TWC), Telephone and Data Systems, Inc. (NYSE:TDS), Scripps Networks Interactive, Inc (NYSE:SNI), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pepsico, Inc. (NASDAQ:PEP), Paradise Inc., Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Gerber Scientific Inc., Genuine Parts Company (NYSE:GPC), Equinix, Inc. (NASDAQ:EQIX), Dr Pepper Snapple Group, Inc (NYSE:DPS), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), CenturyLink, Inc. (NYSE:CTL), CLARCOR Inc. (NYSE:CLC), Cincinnati Bell Inc (NYSE:CBB), National Oilwell Varco, Inc. (NYSE:NOV), Research In Motion Ltd., Nucor Corporation (NYSE:NUE), Nokia Corporation (NYSE:NOK), Honda Motor Company, Ltd. (NYSE:HMC), Ford Motor Company (NYSE:F), Encana Corporation (NYSE:ECA), BP p.l.c. (NYSE:BP)
Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Emerging Market Demand
Companies covered: Service Corporation International (NYSE:SCI), Regal Entertainment Group (NYSE:RGC), O-I Glass (NYSE:OI), Coca-Cola Company (The) (NYSE:KO), Corrections Corporation of America (NYSE:CXW), Ball Corporation (NYSE:BALL), VALE S.A. (NYSE:VALE), Sociedad Quimica y Minera S.A. (NYSE:SQM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Solutia Inc., Rockwood Holdings Inc., Nalco Holding Co., Eastman Chemical Company (NYSE:EMN), Celanese Corporation (NYSE:CE), Monsanto Company (NYSE:MON), Intrepid Potash, Inc (NYSE:IPI), E.I. du Pont de Nemours and Company (NYSE:DD), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), American Equity Investment Life Holding Company (NYSE:AEL), Converted Organics Inc
