Companies covered: Miller/Howard High Income Equity Fund (NYSE:HIE), Western Union Company (The) (NYSE:WU), Targa Resources Corp. (NYSE:TRGP), Seria Co., Ltd. (TYO:2782), Hoa Phat Group JSC (HOSE:HPG), Plover Bay Technologies Ltd. (HKG:1523), QANTM Intellectual Property Ltd. (ASX:QIP), China Merchants Bank (SHA:600036), China Vanke Co Ltd (HKG:2202), Powerlong Real Estate Holdings Limited (HKG:1238), Yuzhou Properties Company Limited (HKG:1628), CIFI Holdings (Group) Co Ltd (HKG:0884), Chongqing Rural Commercial Bank Ord Shs A (SHA:601077), China Evergrande Group (HKG:3333), Sunac China Holdings Ltd. (HKG:1918), Guangzhou R&F Properties Co Ltd. (HKG:2777), Greenland Holdings Corp Ltd. (SHA:600606), Yuexiu Property Co Ltd. (HKG:0123), Supalai PCL (BKK:SPALI), China Resources Land Limited (HKG:1109), Times China Holdings Ltd. (HKG:1233), KWG Group Holdings Ltd. (HKG:1813), Agricultural Bank of China Ord Shs H (HKG:1288), Bank of China Ord Shs H (HKG:3988), First Horizon National Corporation (NYSE:FHN), TCF Financial Corporation (NYSE:TCF), Umpqua Holdings Corporation (NASDAQ:UMPQ), BankUnited, Inc. (NYSE:BKU), CNO Financial Group, Inc. (NYSE:CNO), Lincoln National Corporation (NYSE:LNC), JPMorgan Chase & Co. (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Alphabet Inc (NASDAQ:GOOG), Comcast Corporation (NASDAQ:CMCSA), CBRE Group, Inc. (NYSE:CBRE), Keurig Dr Pepper Inc. (NASDAQ:KDP), Wells Fargo & Company (NYSE:WFC), Visa Inc. (NYSE:V), Bank Of New York Mellon Corporation (The) (NYSE:BK)
Companies covered: Alamos Gold Inc (NYSE:AGI), SCYNEXIS, Inc. (NASDAQ:SCYX), Limelight Networks, Inc. (NASDAQ:LLNW), Five Point Holdings, LLC (NYSE:FPH), LightPath Technologies, Inc. (NASDAQ:LPTH), Plug Power, Inc. (NASDAQ:PLUG), Abivax (OTCMKTS:AAVXF), Heico Corporation (NYSE:HEI), Postal Realty Trust (NYSE:PSTL), Bank of Marin Bancorp (NASDAQ:BMRC)
Companies covered: VALE S.A. (NYSE:VALE), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), KAZ Minerals PLC (OTCMKTS:KZMYF), Champion Iron Ltd. (OTCMKTS:CHPRF), Filo Mining Corp. (OTCMKTS:FLMMF), Marimaca Copper Corp. (OTCMKTS:CROJF), Kodiak Copper Corp. (OTCMKTS:KDKCF), HudBay Minerals Inc (NYSE:HBM), Alamos Gold Inc (NYSE:AGI), Worthington Industries, Inc. (NYSE:WOR), Mundoro Capital Inc. (OTCMKTS:MUNMF), Golden Minerals Company (NYSEAMERICAN:AUMN), Largo Resources Ltd. (OTCMKTS:LGORF), McEwen Mining Inc. (NYSE:MUX)
Companies covered: Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Western Digital Corporation (NASDAQ:WDC), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), Polaris Industries Inc. (NYSE:PII), Kohl's Corporation (NYSE:KSS), Walmart Inc. (NYSE:WMT), Amazon.com, Inc. (NASDAQ:AMZN), Citigroup Inc. (NYSE:C), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Berkshire Hathaway Inc. (NYSE:BRK/A), Magna International, Inc. (NYSE:MGA), Bayerische Motoren Werke AG (ETR:BMW), Toyota Motor Corp Ltd Ord (NYSE:TM), Apple Inc. (NASDAQ:AAPL), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Pfizer, Inc. (NYSE:PFE), Moderna (NASDAQ:MRNA), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Cisco Systems, Inc. (NASDAQ:CSCO), Fisker (NYSE:FSR), Builders FirstSource, Inc. (NASDAQ:BLDR), Aercap Holdings N.V. (NYSE:AER), BMC Stock Holdings Inc. (NASDAQ:BMCH), Roper Technologies (NYSE:ROP)
Companies covered: Nomad Foods Limited Ordinary Shares (NYSE:NOMD), BlackRock, Inc. (NYSE:BLK), Brookfield Renewable Power (TSE:BRF-A), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), Tesla Motors, Inc. (NASDAQ:TSLA), Apple Inc. (NASDAQ:AAPL), Netflix, Inc. (NASDAQ:NFLX), H&R Block, Inc. (NYSE:HRB), Salesforce.com Inc (NYSE:CRM), U.S. Concrete (NASDAQ:USCR), MYR Group, Inc. (NASDAQ:MYRG), Renewable Energy Group, Inc. (NASDAQ:REGI), Cathay General Bancorp (NASDAQ:CATY), Wintrust Financial Corporation (NASDAQ:WTFC), First Merchants Corporation (NASDAQ:FRME), Zions Bancorporation (NASDAQ:ZION), NextEra Energy, Inc. (NYSE:NEE), Boralex (OTCMKTS:BRLXF), Northland Power (TSE:NPI), Newmont Corporation (NYSE:NEM), Barrick Gold Corporation (NYSE:GOLD), Kinross Gold Corporation (NYSE:KGC), SilverCrest Metals (NYSEAMERICAN:SILV), International Business Machines Corporation (NYSE:IBM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Bank of America Corporation (NYSE:BAC), FedEx Corporation (NYSE:FDX), Lowe's Companies, Inc. (NYSE:LOW), QUALCOMM Incorporated (NASDAQ:QCOM), Deere & Company (NYSE:DE), JPMorgan Chase & Co. (NYSE:JPM), Walt Disney Company (The) (NYSE:DIS), Tyson Foods, Inc. (NYSE:TSN), Total SE (NYSE:TOT), CVS Health Corporation (NYSE:CVS), ManpowerGroup (NYSE:MAN), Cisco Systems, Inc. (NASDAQ:CSCO), Pinnacle West Capital Corporation (NYSE:PNW), Morgan Stanley (NYSE:MS), Nordstrom, Inc. (NYSE:JWN), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Williams-Sonoma, Inc. (NYSE:WSM), Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC), Oracle Corporation (NYSE:ORCL), Hewlett Packard Enterprise Co (NYSE:HPE), NetApp, Inc. (NASDAQ:NTAP), Benchmark Electronics, Inc. (NYSE:BHE), General Motors Company (NYSE:GM), Foot Locker, Inc. (NYSE:FL), Hasbro, Inc. (NASDAQ:HAS), M.D.C. Holdings, Inc. (NYSE:MDC), Caterpillar, Inc. (NYSE:CAT), 3M Company (NYSE:MMM), Lockheed Martin Corporation (NYSE:LMT), PG&E Corporation (NYSE:PCG), Edison International (NYSE:EIX), Cummins Inc. (NYSE:CMI), HSBC Holdings plc (NYSE:HSBC), Carnival Corporation (NYSE:CCL), Walmart Inc. (NYSE:WMT), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), Birchcliff Energy Ltd. (OTCMKTS:BIREF), Tourmaline Oil Corp. (OTCMKTS:TRMLF), Agnico Eagle Mines Limited (NYSE:AEM), Nikola Corporation (NASDAQ:NKLA), JB Hi-Fi Limited (ASX:JBH), Hanon Systems (KRX:018880), Hyundai Motor Co (KRX:005380), Ford Motor Company (NYSE:F), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Hon Hai Precision Industry Co., Ltd. (TPE:2317), Elite Material Co. Ltd. (TPE:2383), China Merchants Bank (SHA:600036), Ping An Insurance Group of China (SHA:601318), Zhejiang Supor Co. Ltd. (SHE:002032), Suofeiya Home Collection Co. Ltd. (SHE:002572), Inner Mongolia Yili Industrial Group Co. (SHA:600887), Shenzhou International Group Holdings Ltd. (HKG:2313), Nike, Inc. (NYSE:NKE), adidas AG (OTCMKTS:ADDYY), Puma SE (OTCMKTS:PMMAF), Ralph Lauren Corporation (NYSE:RL), China Lilang Ltd. (HKG:1234), Beijing Oriental Yuhong Waterproof Tech Co. Ltd. (SHE:002271), Sany Heavy Industry Co., Ltd. (SHA:600031), Venustech Group (SHE:002439), Geely Automobile Holdings Ltd. (HKG:0175), Wuxi Lead Intelligent Equipment Co. Ltd. (SHE:300450), Renova (TYO:9519), Estee Lauder Companies, Inc. (The) (NYSE:EL), Fluidra SA (BME:FDR), L'Oreal SA (EPA:OR), Shiseido Company, Limited (TYO:4911), CSL Limited (ASX:CSL)
