Southern and Midwestern Banks Report

February 07, 2011

Buy ($175)

Topics covered: Rise of Commercial and Industrial Lending, Regulatory Obstacles and Fee Income Replacement, Increased Traditional M&A Deals, Dividend Stock Rally

Companies covered: ProLogis, Inc. (NYSE:PLD), Kimco Realty Corporation (NYSE:KIM), Health Care REIT, Inc. (NYSE:HCN), Forest City Enterprises Inc., Equity One, Inc. (NYSE:EQY), Duke Realty Corporation (NYSE:DRE), Douglas Emmett, Inc. (NYSE:DEI), DCT Industrial Trust Inc (NYSE:DCT), Biomed Realty Trust (NYSE:BMR), AMB Property Corp., Weingarten Realty Investors (NYSE:WRI), Tiffany & Co. (NYSE:TIF), Simon Property Group, Inc. (NYSE:SPG), Saks Incorporated, Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Ramco-Gershenson Properties Trust (NYSE:RPT), Regency Centers Corporation (NYSE:REG), Macerich Company (The) (NYSE:MAC), Nordstrom, Inc. (NYSE:JWN), Glimcher Realty Trust, CBL & Associates Properties, Inc. (OTCMKTS:CBLAQ), Commerce Bancshares, Inc. (NASDAQ:CBSH), U.S. Bancorp (NYSE:USB), TCF Financial Corporation (NYSE:TCF), PrivateBancorp, Inc. (NASDAQ:PVTB), Old National Bancorp (NASDAQ:ONB), MB Financial Inc. (NASDAQ:MBFI), Lakeland Financial Corporation (NASDAQ:LKFN), Indiana Community Bancorp, Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), First Horizon National Corporation (NYSE:FHN), Enterprise Financial Services Corporation (NASDAQ:EFSC), Comerica Incorporated (NYSE:CMA), Bank of America Corporation (NYSE:BAC), Whitney Holding Corp., Wells Fargo & Company (NYSE:WFC), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), J P Morgan Chase & Co (NYSE:JPM), IBERIABANK Corporation (NASDAQ:IBKC), Hancock Holding Company (NASDAQ:HBHC), Citigroup Inc. (NYSE:C), BB&T Corporation (NYSE:BBT), Cardinal Financial Corporation (NASDAQ:CFNL), Sterling Bancshares Inc., PNC Financial Services Group, Inc. (The) (NYSE:PNC), The Bank of Kentucky Financial Corp. (NASDAQ:BKYF), First Potomac Realty Trust (NYSE:FPO), Tower Financial Corporation, W.P. Carey Inc. (NYSE:WPC)