Topics covered: Recovery Fueled By Lack Of Supply, Multifamily Vs. Single-Family Lending, Job Growth As Macro Indicators, Increasing Occupancy and Rental Rates, Improving REIT Fundamentals, Fully Valued Vs. Undervalued REITs, Favorable Apartment REITs
Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Medical Properties Trust, Inc. (NYSE:MPW), Home Properties, Inc. (NYSE:HME), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Digital Realty Trust, Inc. (NYSE:DLR), Cogdell Spencer Inc., Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Simon Property Group, Inc. (NYSE:SPG), Liberty Property Trust, Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), EastGroup Properties, Inc. (NYSE:EGP), DDR Corp. (NYSE:DDR), Boston Properties, Inc. (NYSE:BXP), American Campus Communities Inc (NYSE:ACC), ProLogis, Inc. (NYSE:PLD), Camden Property Trust (NYSE:CPT), AMB Property Corp., Advanced Micro Devices, Inc. (NASDAQ:AMD), SanDisk Corporation (NASDAQ:SNDK), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Micron Technology, Inc. (NASDAQ:MU), Microchip Technology Incorporated (NASDAQ:MCHP), Intersil Corporation (NASDAQ:ISIL), Intel Corporation (NASDAQ:INTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Sun Communities, Inc. (NYSE:SUI), Ross Stores, Inc. (NASDAQ:ROST), Kohl's Corporation (NYSE:KSS), BRE Properties Inc., Best Buy Co., Inc. (NYSE:BBY), Apartment Investment and Management Company (NYSE:AIV), Associated Estates Realty Corporation (NYSE:AEC), Micrel, Incorporated (NASDAQ:MCRL), TriQuint Semiconductor, Inc., Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), VistaPrint Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), lululemon athletica inc. (NASDAQ:LULU), Kraft Foods Inc., Huntsman Corporation (NYSE:HUN), Alphabet Inc (NASDAQ:GOOG), dELiA*s, Inc., BP p.l.c. (NYSE:BP), American Express Company (NYSE:AXP), Cardtronics, Inc. (NASDAQ:CATM), Align Technology, Inc. (NASDAQ:ALGN), Walmart Inc. (NYSE:WMT), Varian Medical Systems, Inc. (NYSE:VAR), Target Corporation (NYSE:TGT), Oshkosh Corporation (NYSE:OSK), Sourcefire, Inc., Carter's, Inc. (NYSE:CRI), Citigroup Inc. (NYSE:C), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ)
Topics covered: MLPs, Dividend Growth Companies, Canadian Smaller-Cap Energy Companies
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), Owens Corning Inc (NYSE:OC), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Carlisle Companies Incorporated (NYSE:CSL), Talisman Energy Inc. (NYSE:TLM), Suncor Energy Inc. (NYSE:SU), PartnerRe Ltd. (NYSE:PRE), BP p.l.c. (NYSE:BP), Walmart Inc. (NYSE:WMT)
Topics covered: 2010 Financial Services Outlook
Topics covered: Urbanization and Growing Middle Class Macro Themes, Post 2008 China Telecom Restructuring, Mid-Cap Growth Companies, Focus On Domestic Consumption, Consumer Growth-Oriented Strategies, China's Effect On Pacific-Asia Countries, Agriculture and Other Chinese Stimulus Plays
Companies covered: Ctrip.com International, Ltd. (NASDAQ:CTRP), Western Sizzlin Corp., Williams Partners LP (NYSE:WPZ), Sunoco Logistics Partners LP (NYSE:SXL), Regency Energy Partners LP, Procter & Gamble Company (The) (NYSE:PG), Plains All American Pipeline, L.P. (NYSE:PAA), Nustar Energy L.P. (NYSE:NS), Natural Resource Partners LP (NYSE:NRP), Magellan Midstream Partners L.P. (NYSE:MMP), McDonald's Corporation (NYSE:MCD), Linn Energy, LLC (NASDAQ:LINE), ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Archer-Daniels-Midland Company (NYSE:ADM), Banco Santander, S.A., Sanofi (NYSE:SNY), Petrobras Argentina S.A. (NYSE:PZE), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Canadian National Railway Company (NYSE:CNI), Allergan, Inc. (NYSE:AGN)
Topics covered: Upside In Casual Dining Segment, Recent Pullback In Restaurant Stocks, Market-Expanding Opportunities In China, Emphasis On Quick-Service and High-End Restaurants, Connection To Corporate and Consumer Spending, Aversion To Discounting
Companies covered: American Woodmark Corporation (NASDAQ:AMWD), Encore Wire Corporation (NASDAQ:WIRE), Vulcan Materials Company (NYSE:VMC), Universal Forest Products, Inc. (NASDAQ:UFPI), Texas Industries Inc., Simpson Manufacturing Company, Inc. (NYSE:SSD), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Coleman Cable, Inc., General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Luby's, Inc. (NYSE:LUB), Landry's Restaurants Inc., Brinker International, Inc. (NYSE:EAT), Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), CEC Entertainment Inc., Texas Roadhouse, Inc. (NASDAQ:TXRH), Sonic Corp. (NASDAQ:SONC), Wendy's Company (The) (NASDAQ:WEN), Ruby Tuesday, Inc. (NYSE:RT), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Burger King Holdings Inc., Unilever NV (NYSE:UL), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), McCormick & Schmick's Seafood, Morton's Restaurant Group Inc., Einstein Noah Restaurant Group, AAON, Inc. (NASDAQ:AAON)
