Companies covered: United Rentals, Inc. (NYSE:URI), CyberArk Software Ltd. (NASDAQ:CYBR), Capital One Financial Corporation (NYSE:COF), Palo Alto Networks, Inc. (NYSE:PANW), Booz Allen Hamilton Holding Corporation (NYSE:BAH), Raytheon Company (NYSE:RTN), Apple Inc. (NASDAQ:AAPL), Points International, Ltd. (NASDAQ:PCOM), Walt Disney Company (The) (NYSE:DIS), AT&T Inc. (NYSE:T), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Skechers U.S.A., Inc. (NYSE:SKX), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Vistra Energy Corp. (NYSE:VST), Vornado Realty Trust (NYSE:VNO), Farmland Partners Inc. (NYSE:FPI), Monmouth Real Estate Investment Corp. (NYSE:MNR-C), Jernigan Capital (NYSE:JCAP)
