Oil & Gas Review 2013

June 28, 2013

Buy ($175)

Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends, Increasing Demand for Midstream Assets, Emerging Shale Plays

Companies covered: Capstone Turbine Corporation (NASDAQ:CPST), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD), Chesapeake Energy Corporation (NYSE:CHK), Baytex Energy Corp (NYSE:BTE), SandRidge Permian Trust (NYSE:PER), MV Oil Trust (NYSE:MVO), Union Pacific Corporation (NYSE:UNP), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Crosstex Energy LP, Plains All American Pipeline, L.P. (NYSE:PAA), Kinder Morgan Energy Partners, Enbridge Energy, L.P. (NYSE:EEP), Boardwalk Pipeline Partners L.P. (NYSE:BWP), Western Gas Partners, LP (NYSE:WES), Magellan Midstream Partners L.P. (NYSE:MMP), DCP Midstream Partners, LP (NYSE:DPM), Copano Energy LLC, Anadarko Petroleum Corporation (NYSE:APC), Eagle Rock Energy Partners, L.P. (NASDAQ:EROC), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), Spectra Energy Partners, LP (NYSE:SEP), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), El Paso Pipeline Partners, L.P, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Targa Resources Partners LP (NYSE:NGLS-A), Genesis Energy, L.P. (NYSE:GEL), Enterprise Products Partners L.P. (NYSE:EPD), Sunoco Logistics Partners LP (NYSE:SXL), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Dow Inc. (NYSE:DOW), Atlas Pipeline Partners, L.P. (NYSE:APL), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Nabors Industries Ltd. (NYSE:NBR), Lufkin Industries Inc., Helmerich & Payne, Inc. (NYSE:HP), Hercules Offshore, Inc. (NASDAQ:HERO), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Atwood Oceanics, Inc. (NYSE:ATW), Hornbeck Offshore Services (NYSE:HOS), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tidewater Inc. (NYSE:TDW), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), GulfMark Offshore, Inc. (NYSE:GLF), General Electric Company (NYSE:GE), Cal Dive International Inc, Exxon Mobil Corporation (NYSE:XOM), Superior Energy Services, Inc. (NYSE:SPN), Oil States International, Inc. (NYSE:OIS), Natural Gas Services Group, Inc. (NYSE:NGS), Basic Energy Services, Inc. (NYSE:BAS), Total SA (ADR) (NYSE:TOT), SM Energy Company (NYSE:SM), Pioneer Natural Resources Company (NYSE:PXD), McMoRan Exploration Co., EOG Resources, Inc. (NYSE:EOG), ENI S.p.A. (NYSE:E), Apache Corporation (NASDAQ:APA), Emerald Oil, Inc. (AMEX:EOX), Approach Resources Inc. (NASDAQ:AREX), Cimarex Energy Co (NYSE:XEC), W&T Offshore, Inc. (NYSE:WTI), Whiting Petroleum Corporation (NYSE:WLL), Kodiak Oil & Gas Corp., Concho Resources Inc. (NYSE:CXO), ConocoPhillips (NYSE:COP), Continental Resources, Inc. (NYSE:CLR), Transatlantic Petroleum Ltd (AMEX:TAT), BP p.l.c. (NYSE:BP), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Gulfport Energy Corporation (NASDAQ:GPOR), Goodrich Petroleum Corporation (NYSE:GDP), McDermott International, Inc. (NYSE:MDR), Chevron Corporation (NYSE:CVX), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Questar Corporation (NYSE:STR), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), FieldPoint Petroleum Corporation (AMEX:FPP), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Range Resources Corporation (NYSE:RRC), Rosetta Resources Inc. (NASDAQ:ROSE), Rex Energy Corporation (NASDAQ:REXX), Plains Exploration & Productio, Noble Energy Inc. (NYSE:NBL), Freeport-McMoran, Inc. (NYSE:FCX), Double Eagle Petroleum Co., Cheniere Energy, Inc. (NYSEAMERICAN:LNG), PetroChina Company Limited (NYSE:PTR), Mariner Energy, Inc., Ultra Petroleum Corp. (NYSE:UPL), Southwestern Energy Company (NYSE:SWN), Petroquest Energy Inc (NYSE:PQ), Forest Oil Corp., Denbury Resources Inc. (NYSE:DNR), Clayton Williams Energy, Inc. (NYSE:CWEI), Cabot Oil & Gas Corporation (NYSE:COG), YPF Sociedad Anonima (NYSE:YPF), Ultrapar Participacoes S.A. (NYSE:UGP), Tenaris S.A. (NYSE:TS), Petrobras Argentina S.A. (NYSE:PZE), InterOil Corporation (NYSE:IOC), Hess Corporation (NYSE:HES), Atlas Energy, L.P. (NYSE:ATLS)

Investing in Asia

June 21, 2013

Buy ($175)

Topics covered: Undervalued Asian Companies, Longer-Term Investing, Investing in China, Investing in Asia, Equity Investing Strategies, China's Domestic Markets, Asia Pacific Investment Theses

Companies covered: Hershey Company (The) (NYSE:HSY), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Toyota Motor Corp Ltd Ord (NYSE:TM), Apple Inc. (NASDAQ:AAPL), International Business Machines Corporation (NYSE:IBM), PetroChina Company Limited (NYSE:PTR), La-Z-Boy Incorporated (NYSE:LZB), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Caterpillar, Inc. (NYSE:CAT), BHP Billiton Limited (NYSE:BHP)

REITs

June 18, 2013

Buy ($175)

Topics covered: Self-Storage and Office REITs, Residential and Commercial REITs, Pricing Power Outlook, Lodging, Inexpensive Access to Capital, Apartment, Acquisition and Financing Costs

Companies covered: Parkway Properties, Inc. (NYSE:PKY), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Sovran Self Storage, Inc. (NYSE:SSS), SL Green Realty Corporation (NYSE:SLG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), ProLogis, Inc. (NYSE:PLD), Realty Income Corporation (NYSE:O), Mid-America Apartment Communities, Inc. (NYSE:MAA), CapLease, Inc., Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), EastGroup Properties, Inc. (NYSE:EGP), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Boston Properties, Inc. (NYSE:BXP), Associated Estates Realty Corporation (NYSE:AEC), Franklin Street Properties Corp. (NYSEAMERICAN:FSP), Simon Property Group, Inc. (NYSE:SPG), iStar Financial Inc., Federal Realty Investment Trust (NYSE:FRT), Washington Real Estate Investment Trust (NYSE:WRE), Vornado Realty Trust (NYSE:VNO), Kilroy Realty Corporation (NYSE:KRC), Jones Lang LaSalle Incorporated (NYSE:JLL), Essex Property Trust, Inc. (NYSE:ESS), CBRE Group, Inc. (NYSE:CBRE), Walmart Inc. (NYSE:WMT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Equity Residential (NYSE:EQR), DDR Corp. (NYSE:DDR), American Campus Communities Inc (NYSE:ACC), Northstar Realty Finance Corp. (NYSE:NRF), National Retail Properties (NYSE:NNN), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), General Electric Company (NYSE:GE), EPR Properties (NYSE:EPR), Anworth Mortgage Asset Corporation (NYSE:ANH), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Newcastle Investment Corporation (NYSE:NCT)

Insurance

June 07, 2013

Buy ($175)

Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal

Companies covered: Argo Group International Holdings, Ltd. (NASDAQ:AGII), The Travelers Companies, Inc. (NYSE:TRV), Employers Holdings Inc (NYSE:EIG), Ace Limited (NYSE:ACE), Willis Group Holdings Limited (NYSE:WSH), Stewart Information Services Corporation (NYSE:STC), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Arch Capital Group Ltd. (NASDAQ:ACGL), Protective Life Corp., XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), American International Group, Inc. (NYSE:AIG), Allied World Assurance Company Holdings, AG (NYSE:AWH)

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