Topics covered: Secular Connector Demand Growth, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Component Price Erosion, Automotive
Companies covered: Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Universal Electronics Inc. (NASDAQ:UEIC), RELM Wireless Corporation (AMEX:RWC), Apple Inc. (NASDAQ:AAPL), Vishay Intertechnology, Inc. (NYSE:VSH), TTM Technologies, Inc. (NASDAQ:TTMI), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Flextronics International Ltd. (NASDAQ:FLEX), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Celestica, Inc. (NYSE:CLS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Littelfuse, Inc. (NASDAQ:LFUS), Belden Inc (NYSE:BDC), AVX Corporation (NYSE:AVX), Plexus Corp. (NASDAQ:PLXS), Tata Motors Ltd (NYSE:TTM), SanDisk Corporation (NASDAQ:SNDK), Sanmina Corporation (NASDAQ:SANM), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Corning Incorporated (NYSE:GLW), Anixter International Inc. (NYSE:AXE), Nordson Corporation (NASDAQ:NDSN), Cisco Systems, Inc. (NASDAQ:CSCO), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL)
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Unilever PLC (NYSE:UL), Staples, Inc. (NASDAQ:SPLS), Sanofi (NYSE:SNY), Nokia Corporation (NYSE:NOK), Murphy Oil Corporation (NYSE:MUR), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Alphabet Inc (NASDAQ:GOOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Cheniere Energy Partners, LP (NYSEAMERICAN:CQP), Western Gas Partners, LP (NYSE:WES), Vanguard Natural Resources LLC (NASDAQ:VNR), Teekay LNG Partners L.P. (NYSE:TGP), Sunoco Logistics Partners LP (NYSE:SXL), Southern Union Co., Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Blackstone Inc. (NYSE:BX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Valley National Bancorp (NYSE:VLY), Provident New York Bancorp, People's United Financial, Inc. (NASDAQ:PBCT), Oritani Financial Corp. (NASDAQ:ORIT), New York Community Bancorp Inc, M&T Bank Corporation (NYSE:MTB), Fulton Financial Corporation (NASDAQ:FULT), Dime Community Bancshares, Inc. (NASDAQ:DCOM), First Defiance Financial Corp. (NASDAQ:FDEF), Investors Bancorp, Inc. (NASDAQ:ISBC), Nustar Energy L.P. (NYSE:NS), Bridge Capital Holdings (NASDAQ:BBNK), SVB Financial Group (NASDAQ:SIVB), Heritage Commerce Corp (NASDAQ:HTBK), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), City National Corporation (NYSE:CYN), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), Summit State Bank (NASDAQ:SSBI), Zion Oil & Gas Inc (NASDAQ:ZN), Bank of the Ozarks (NASDAQ:OZRK), Wells Fargo & Company (NYSE:WFC), SCBT Financial Corp., Signature Bank (NASDAQ:SBNY), Old National Bancorp (NASDAQ:ONB), Lakeland Financial Corporation (NASDAQ:LKFN), J P Morgan Chase & Co (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Philip Morris International Inc (NYSE:PM), Pfizer, Inc. (NYSE:PFE), Altria Group (NYSE:MO), Mattel, Inc. (NASDAQ:MAT), ENSCO plc (NYSE:ESV), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc., General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Bryn Mawr Bank Corporation (NASDAQ:BMTC), Webster Financial Corporation (NYSE:WBS), Cardinal Financial Corporation (NASDAQ:CFNL), Virginia Commerce Bancorp Inc., U.S. Bancorp (NYSE:USB), United Bankshares, Inc. (NASDAQ:UBSI), Sandy Spring Bancorp, Inc. (NASDAQ:SASR), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Eagle Bancorp, Inc. (NASDAQ:EGBN), Capital One Financial Corporation (NYSE:COF), Popular, Inc. (NASDAQ:BPOP), Beneficial Bancorp, Inc. (NASDAQ:BNCL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), S&T Bancorp, Inc. (NASDAQ:STBA), Provident Financial Services, Inc (NYSE:PFS), Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), First Commonwealth Financial Corporation (NYSE:FCF), Community Bank System, Inc. (NYSE:CBU), Bar Harbor Bankshares, Inc. (AMEX:BHB), Viewpoint Financial Group, United Financial Bancorp, Inc. (NASDAQ:UBNK), Tower Bancorp Inc., TFS Financial Corporation (NASDAQ:TFSL), The Bancorp, Inc. (NASDAQ:TBBK), State Bancorp Inc., Rockville Financial Inc., OceanFirst Financial Corp. (NASDAQ:OCFC), Northfield Bancorp, Inc. (NASDAQ:NFBK), Kearny Financial (NASDAQ:KRNY), Flushing Financial Corporation (NASDAQ:FFIC), Meridian Bancorp, Inc. (NASDAQ:EBSB), Bancorp Rhode Island, Inc., Talisman Energy Inc. (NYSE:TLM), Pioneer Natural Resources Company (NYSE:PXD), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Newfield Exploration Company (NYSE:NFX), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), Forest Oil Corp., EOG Resources, Inc. (NYSE:EOG), Encana Corporation (NYSE:ECA), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Apache Corporation (NASDAQ:APA), Harmony Gold Mining Company Limited (NYSE:HMY), Camden National Corporation (NASDAQ:CAC), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN)
Topics covered: Self-Storage and Office REITs, Regulation Raises REIT Dividends, Lodging, Inexpensive Access to Capital, CBD Properties Outperform Suburbs, Apartment
Companies covered: United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Mid-America Apartment Communities, Inc. (NYSE:MAA), Boston Properties, Inc. (NYSE:BXP), AvalonBay Communities, Inc. (NYSE:AVB), Simon Property Group, Inc. (NYSE:SPG), Federal Realty Investment Trust (NYSE:FRT), First Industrial Realty Trust, Inc. (NYSE:FR), DDR Corp. (NYSE:DDR), Brandywine Realty Trust (NYSE:BDN), Camden Property Trust (NYSE:CPT), Supertel Hospitality, Inc. (NASDAQ:SPPR), Walmart Inc. (NYSE:WMT), Vornado Realty Trust (NYSE:VNO), Kohl's Corporation (NYSE:KSS), Equity Residential (NYSE:EQR), Costco Wholesale Corporation (NASDAQ:COST), American Tower Corporation (REIT) (NYSE:AMT), Associated Estates Realty Corporation (NYSE:AEC), American Campus Communities Inc (NYSE:ACC), Kimco Realty Corporation (NYSE:KIM), Colonial Properties Trust, Ashford Hospitality Trust Inc (NYSE:AHT), American Capital Agency Corp. (NASDAQ:AGNC), Redwood Trust, Inc. (NYSE:RWT), Annaly Capital Management Inc (NYSE:NLY), Ventas, Inc. (NYSE:VTR), Taubman Centers, Inc. (NYSE:TCO), Sunrise Senior Living Inc., Medical Properties Trust, Inc. (NYSE:MPW), Extra Space Storage Inc (NYSE:EXR), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Marriott International (NASDAQ:MAR), LaSalle Hotel Properties (NYSE:LHO), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), ProLogis, Inc. (NYSE:PLD), Apartment Investment and Management Company (NYSE:AIV)
Companies covered: Microsoft Corporation (NASDAQ:MSFT), Lockheed Martin Corporation (NYSE:LMT), International Business Machines Corporation (NYSE:IBM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Visa Inc. (NYSE:V), Triumph Group, Inc. (NYSE:TGI), Teradata Corporation (NYSE:TDC), Nike, Inc. (NYSE:NKE), Moody's Corporation (NYSE:MCO), Macy's Inc (NYSE:M), Lennar Corporation (NYSE:LEN), Kirby Corporation (NYSE:KEX), Home Depot, Inc. (The) (NYSE:HD), General Electric Company (NYSE:GE), Expedia, Inc. (NASDAQ:EXPE), Apple Inc. (NASDAQ:AAPL), Sohu.com Inc. (NASDAQ:SOHU), Johnson & Johnson (NYSE:JNJ), Alphabet Inc (NASDAQ:GOOG), First Solar, Inc. (NASDAQ:FSLR)
Companies covered: Apollo Investment Corporation (NASDAQ:AINV), Ares Capital Corporation (NASDAQ:ARCC), American Capital, Ltd. (NASDAQ:ACAS), General Electric Company (NYSE:GE), KeyCorp (NYSE:KEY), Comerica Incorporated (NYSE:CMA), CIT Group Inc (NYSE:CIT)
