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Small-Cap Investing and Other Strategies
November 7, 2012

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CEO INTERVIEWS
Interview with the President and CEO: PotlatchDeltic Corp. (NASDAQ:PCH)
Interview with the President and CEO: NNN REIT, Inc. (NYSE:NNN)
Interview with the Chairman and CEO: LTC Properties, Inc. (NYSE:LTC)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Electric Cars and AI Fuel Long-Term Electricity Demand
Separating the Real Winners and Losers in the AI Boom
Generating Dividend Yield That’s Not Correlated to Interest Rates
ANALYST INTERVIEWS
Buy REITs Now, Look Smart Later
Strong Demand Drivers Bolster Single-Family Rental Subsector
Mall Are Best Performing REIT Sector Over Last 3 Years
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