Investing Strategies

July 05, 2022

Buy ($175)

Companies covered: Fosun International ADR (OTCMKTS:FOSUY), JB Financial Group Co Ltd. (KRX:175330), Hana Financial Group Inc. (KRX:086790), Bank Cimb Niaga Tbk PT (OTCMKTS:PTNAF), CIMB Group Holdings Bhd (OTCMKTS:CIMDF), Kina Securities Ltd. (ASX:KSL), Westpac Banking Corporation (OTCMKTS:WEBNF), China New Higher Education Group Ltd. (OTCMKTS:CNEWF), TAL Education Group (NYSE:TAL), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Maple Leaf Educational Systems Ltd (HKG:1317), Yuexiu Property Co Ltd. (HKG:0123), Sunac Services Holdings Ltd. (OTCMKTS:SSHLF), Fantasia Holdings Group Co., Limited (HKG:1777), China Evergrande Group (OTCMKTS:EGRNF), Avantor Inc. (NYSE:AVTR), Thermo Fisher Scientific Inc (NYSE:TMO), Cboe Global Markets Inc. (BATS:CBOE), Franklin Covey Company (NYSE:FC), Valvoline (NYSE:VVV), Walmart Inc. (NYSE:WMT), Saudi Arabian Oil Co. (TADAWUL:2222), Silicom Ltd (NASDAQ:SILC), Fabrinet (NYSE:FN), Dropbox (NASDAQ:DBX), Ashland Inc. (NYSE:ASH), Liberty All-Star Equity Fund (NYSE:USA), Liberty All-Star Growth Fund, Inc. (NYSE:ASG)

Financial Services

June 23, 2022

Buy ($175)

Companies covered: Apollo Global Management, LLC (NYSE:APO), Blackstone Inc. (NYSE:BX), KKR & Co Inc. (NYSE:KKR), Truist Financial Corp. (NYSE:TFC), PNC Financial Services Group, Inc. (The) (NYSE:PNC), U.S. Bancorp (NYSE:USB), Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Morgan Stanley (NYSE:MS), Wells Fargo & Company (NYSE:WFC), Goldman Sachs Group, Inc. (The) (NYSE:GS), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Paypal Holdings Inc (NASDAQ:PYPL), Block Inc. (NYSE:SQ), Fidelity National Information Services, Inc. (NYSE:FIS), Global Payments Inc. (NYSE:GPN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), State Street Corporation (NYSE:STT), Apple Inc. (NASDAQ:AAPL), T. Rowe Price Group, Inc. (NASDAQ:TROW), Federated Hermes Inc. (NYSE:FHI), The Charles Schwab Corporation (NYSE:SCHW), CVS Health Corporation (NYSE:CVS), Anthem, Inc. (NYSE:ANTM), Humana Inc. (NYSE:HUM), Cigna Corporation (NYSE:CI), American Financial Group, Inc. (NYSE:AFG), Axis Capital Holdings Limited (NYSE:AXS), Ryan Specialty Holdings Inc. (NYSE:RYAN), Progressive Corporation (The) (NYSE:PGR), Allstate Corporation (The) (NYSE:ALL), RenaissanceRe Holdings Ltd. (NYSE:RNR), Apollo Investment Corporation (NASDAQ:AINV), Ares Capital Corporation (NASDAQ:ARCC), Barings BDC (NYSE:BBDC), Blackstone Secured Lending Fund (NYSE:BXSL), FS KKR Capital Corp. (NYSE:FSK), Owl Rock Capital Corp. (NYSE:ORCC), PennantPark Investment Corporation (NASDAQ:PNNT), Saratoga Investment Corp (NYSE:SAR), Hercules Capital Inc (NYSE:HTGC), Horizon Technology Finance Corporation (NASDAQ:HRZN), Runway Growth Finance Corp. (NASDAQ:RWAY), Trinity Capital Inc. (NASDAQ:TRIN), TriplePoint Venture Growth BDC Corp. (NYSE:TPVG), Ares Management Corp. (NYSE:ARES), Lucid Group Inc. (NASDAQ:LCID), Oscar Health Inc. (NYSE:OSCR), U.S. Global Investors, Inc. (NASDAQ:GROW)

Medical Devices

June 10, 2022

Buy ($175)

Companies covered: Medtronic, Inc. (NYSE:MDT), Baxter International Inc. (NYSE:BAX), Becton, Dickinson and Company (NYSE:BDX), Stryker Corporation (NYSE:SYK), Avantor Inc. (NYSE:AVTR), Edwards Lifesciences Corporation (NYSE:EW), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Abbott Laboratories (NYSE:ABT), Johnson & Johnson (NYSE:JNJ), Aethlon Medical Inc. (NASDAQ:AEMD), Biolase, Inc. (NASDAQ:BIOL), Bio-Techne Corp (NASDAQ:TECH), electroCore, Inc. (NASDAQ:ECOR), Implantica AG (STO:IMP-A-SDB), ReShape Lifesciences Inc. (NASDAQ:RSLS), SeaSpine Holdings Corp. (NASDAQ:SPNE), Sensus Healthcare (NASDAQ:SRTS)

Investing Strategies

May 31, 2022

Buy ($175)

Companies covered: Caesars Entertainment Corporation (NASDAQ:CZR), DraftKings Inc. (NASDAQ:DKNG), Freeport-McMoran, Inc. (NYSE:FCX), Pool Corporation (NASDAQ:POOL), Meta Platforms Inc. (NASDAQ:META), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Tesla Motors, Inc. (NASDAQ:TSLA), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Volvo ADR (OTCMKTS:VLVLY), Bayerische Motoren Werke ADR (OTCMKTS:BMWYY), Mercedes Benz Group ADR (OTCMKTS:DMLRY), Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC), Axos Financial, Inc. (NYSE:AX), Apple Inc. (NASDAQ:AAPL), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Dominion Energy, Inc. (NYSE:D), Eagle Bancorp Montana, Inc. (NASDAQ:EBMT), KB Home (NYSE:KBH), Horizon Therapeutics PLC (NASDAQ:HZNP), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), QUALCOMM Incorporated (NASDAQ:QCOM), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Globalfoundries Inc. (NASDAQ:GFS), Crown Holdings, Inc. (NYSE:CCK), Ball Corporation (NYSE:BALL)

Real Estate and Building Materials

May 15, 2022

Buy ($175)

Companies covered: Healthcare Realty Trust Incorporated (NYSE:HR), Healthcare Trust of America, Inc. (NYSE:HTA), Agree Realty Corporation (NYSE:ADC), Regency Centers Corporation (NYSE:REG), Retail Opportunity Investments Corp. (NASDAQ:ROIC), Postal Realty Trust (NYSE:PSTL), NetSTREIT Corp. (NYSE:NTST), Broadstone Net Lease Inc. (NYSE:BNL), Alpine Income Property Trust Inc. (NYSE:PINE), CTO Realty Growth Inc. (NYSE:CTO), American Homes 4 Rent (NYSE:AMH), Invitation Homes (NYSE:INVH), PulteGroup, Inc. (NYSE:PHM), Kite Realty Group Trust (NYSE:KRG), Brixmor Property Group Inc. (NYSE:BRX), Kimco Realty Corporation (NYSE:KIM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Blackstone Inc. (NYSE:BX), Simon Property Group, Inc. (NYSE:SPG), Mid-America Apartment Communities, Inc. (NYSE:MAA), Apartment Income REIT Corp. (NYSE:AIRC), Alexandria Real Estate Equities, Inc. (NYSE:ARE), WeWork Inc. (NYSE:WE), Phillips Edison & Co Inc. (NASDAQ:PECO), Welltower Inc (NYSE:WELL), Realty Income Corporation (NYSE:O), PS Business Parks, Inc. (NYSE:PSB), American Campus Communities Inc (NYSE:ACC), CoStar Group, Inc. (NASDAQ:CSGP), Black Knight (NYSE:BKI), AppFolio Inc (NASDAQ:APPF), CBRE Group, Inc. (NYSE:CBRE), Jones Lang LaSalle Incorporated (NYSE:JLL), Colliers International Group Inc (NASDAQ:CIGI), Cushman & Wakefield PLC (NYSE:CWK), FirstService Corp (NASDAQ:FSV), eXp World Holdings (NASDAQ:EXPI), RE/MAX Holdings, Inc. (NYSE:RMAX), Redfin Corp (NASDAQ:RDFN), Compass Inc. (NYSE:COMP), Realogy Holdings Corp. (NYSE:RLGY), Zillow, Inc. (NASDAQ:Z), Real Brokerage Inc. (NASDAQ:REAX), Fathom Holdings Inc. (NASDAQ:FTHM), LoanDepot Inc. (NYSE:LDI), Owens Corning Inc (NYSE:OC), Masco Corporation (NYSE:MAS), Sherwin-Williams Company (The) (NYSE:SHW), Essential Properties Realty Trust (NYSE:EPRT), Farmland Partners Inc. (NYSE:FPI), Forestar Group Inc (NYSE:FOR), National Health Investors, Inc. (NYSE:NHI), Plymouth Industrial REIT (NYSEAMERICAN:PLYM), Sabra Health Care REIT, Inc. (NASDAQ:SBRA), UMH Properties, Inc. (NYSE:UMH), Duke Realty Corporation (NYSE:DRE), Fortune Brands Home & Security, Inc. (NYSE:FBHS), Builders FirstSource, Inc. (NASDAQ:BLDR), Beacon Roofing Supply, Inc. (NASDAQ:BECN), UFP Industries Inc. (NASDAQ:UFPI), Trex Company, Inc. (NYSE:TREX), AZEK Company Inc. (NYSE:AZEK), Louisiana-Pacific Corporation (NYSE:LPX), JELD-WEN Holding, Inc. (NYSE:JELD)

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