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)
Companies covered: Uranium Energy Corp. (NYSEAMERICAN:UEC), J P Morgan Chase & Co (NYSE:JPM), Delcath Systems, Inc. (NASDAQ:DCTH), Bank of America Corporation (NYSE:BAC), UnitedHealth Group Incorporated (NYSE:UNH), Apache Corporation (NASDAQ:APA), Comcast Corporation (NASDAQ:CMCSA), Verizon Communications Inc. (NYSE:VZ), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), CBS Corporation (NYSE:CBS)
Topics covered: Production Shift to Emerging Markets, International Consumption Growth, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: United Technologies Corporation (NYSE:UTX), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), Tyco International plc (NYSE:TYC), Siemens AG (OTCMKTS:SIEGY), Pentair plc. (NYSE:PNR), Manitowoc Company, Inc. (The) (NYSE:MTW), Halliburton Company (NYSE:HAL), General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), ABB Ltd (NYSE:ABB), TriMas Corporation (NASDAQ:TRS), Highpower International Inc (NASDAQ:HPJ), Enersys (NYSE:ENS), Timken Company (The) (NYSE:TKR)
