Metals & Mining

April 09, 2015

Buy ($175)

Topics covered: Zinc and Copper Outlook, Strengthening U.S. Dollar, Short and Long Term Views on Base Metals, Metals Headwinds, Investing in Uranium, Investing in the Athabasca Basin, China Slowdown

Companies covered: Eurasian Minerals Inc. (AMEX:EMXX), Olympic Steel, Inc. (NASDAQ:ZEUS), United States Steel Corporation (NYSE:X), Steel Dynamics, Inc. (NASDAQ:STLD), RTI International Metals, Inc. (NYSE:RTI), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), ArcelorMittal (NYSE:MT), Kaiser Aluminum Corporation (NASDAQ:KALU), Commercial Metals Company (NYSE:CMC), AK Steel Holding Corporation (NYSE:AKS), Alcoa Inc. (NYSE:AA), Freeport-McMoran, Inc. (NYSE:FCX), Boeing Company (The) (NYSE:BA), Stillwater Mining Company (NYSE:SWC), Uranium Energy Corp. (NYSEAMERICAN:UEC), Cameco Corporation (NYSE:CCJ), North American Palladium, Ltd. (AMEX:PAL), United States Antimony Corporation (NYSEAMERICAN:UAMY)

Investing Strategies

April 09, 2015

Buy ($175)

Topics covered: Small-Cap Investing, Reasonable Valuations, Equity and High Yield Mix, Downside Risk Focus, Disciplined and Quantitative Investing, Christian-Based Investing, Bond

Companies covered: Littelfuse, Inc. (NASDAQ:LFUS), Dresser-Rand Group Inc. (NYSE:DRC), NetApp, Inc. (NASDAQ:NTAP), NewMarket Corporation (NYSE:NEU), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Atwood Oceanics, Inc. (NYSE:ATW)

Oil & Gas: Master Limited Partnerships

March 26, 2015

Buy ($175)

Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil Price Expectations, Midstream MLP Opportunities, Investing in Large-Cap, High-Quality MLPs, High-Liquidity MLPs, Energy Infrastructure Investments, Dividend Yields for Energy Investors

Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sunoco LP (NYSE:SUN), Magellan Midstream Partners L.P. (NYSE:MMP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Enterprise Products Partners L.P. (NYSE:EPD), Procter & Gamble Company (The) (NYSE:PG), FirstEnergy Corporation (NYSE:FE), Dominion Energy Midstream Partners LP (NYSE:DM), Range Resources Corporation (NYSE:RRC), Plains All American Pipeline, L.P. (NYSE:PAA), MarkWest Energy Partners, LP (NYSE:MWE), EQT Corporation (NYSE:EQT), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), AmeriGas Partners, L.P. (NYSE:APU)

Asset Management, Investment and Money Center Banks

March 26, 2015

Buy ($175)

Topics covered: Regulatory Outlook Gains Clarity, Prolonged Interest Rate Environment Challenges, Investing in Financial Services, Interest Rates and Loan-Growth Strategies, Increased Short-Term Interest Rates, Fed Capital Review Program, Benefits from Higher Interest Rates, A More Nationalized Banking System

Companies covered: National Bank of Greece SA (NYSE:NBG), Gamco Investors, Inc. (NYSE:GBL), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Wells Fargo & Company (NYSE:WFC), Simon Property Group, Inc. (NYSE:SPG), Royal Bank Of Canada (NYSE:RY), Regions Financial Corporation (NYSE:RF), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Diamond Hill Investment Group, Inc. (NASDAQ:DHIL), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), KeyCorp (NYSE:KEY), Goldman Sachs Group, Inc. (The) (NYSE:GS), The Charles Schwab Corporation (NYSE:SCHW), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), TD Ameritrade Holding Corporation (NYSE:AMTD)