Topics covered: REIT Stock Underperformance, REIT Sector Trends, REIT Operational Momentum, REIT Fundamentals, Multifamily REITs, Interest Rate Uncertainty, Economic Recovery, Apartment REITs
Companies covered: One Liberty Properties, Inc. (NYSE:OLP), Mid-America Apartment Communities, Inc. (NYSE:MAA), Essex Property Trust, Inc. (NYSE:ESS), Equity One, Inc. (NYSE:EQY), Preferred Apartment Communities, Inc. (NYSE:APTS), Independence Realty Trust, Inc. (NYSE:IRT), Bluerock Residential Growth REIT, Inc. (NYSEMKT:BRG), Standard Pacific Corp (NYSE:SPF), Ryland Group, Inc. (The) (NYSE:RYL), Post Properties, Inc. (NYSE:PPS), Lennar Corporation (NYSE:LEN), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), Brookfield Asset Management Inc (NYSE:BAM), AvalonBay Communities, Inc. (NYSE:AVB), Associated Estates Realty Corporation (NYSE:AEC), Farmland Partners Inc. (NYSE:FPI), Ventas, Inc. (NYSE:VTR), Simon Property Group, Inc. (NYSE:SPG), Sears Holdings Corporation (OTCMKTS:SHLDQ), Macerich Company (The) (NYSE:MAC), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Extra Space Storage Inc (NYSE:EXR), Darden Restaurants, Inc. (NYSE:DRI), Acadia Realty Trust (NYSE:AKR), iStar Financial Inc. (NYSE:STAR), RAIT Financial Trust (NYSE:RAS), Northstar Realty Finance Corp. (NYSE:NRF), Arbor Realty Trust (NYSE:ABR), Taubman Centers, Inc. (NYSE:TCO), Parkway Properties, Inc. (NYSE:PKY), Kimco Realty Corporation (NYSE:KIM), Healthcare Realty Trust Incorporated (NYSE:HR), DDR Corp. (NYSE:DDR)
Topics covered: True Economic Valuation, Top-Down Investing, Quality and Sector, Investing in Undervalued Stocks, Investing in North American Real Estate, European Emerging Markets, Diversifying by Geography
Companies covered: Simon Property Group, Inc. (NYSE:SPG), Kimco Realty Corporation (NYSE:KIM), Amazon.com, Inc. (NASDAQ:AMZN), Vornado Realty Trust (NYSE:VNO), Cisco Systems, Inc. (NASDAQ:CSCO), Micron Technology, Inc. (NASDAQ:MU), Microsoft Corporation (NASDAQ:MSFT), MetLife, Inc. (NYSE:MET), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC)
Topics covered: Valuation as Key Metric, U.S. Value Stock Fund, Investing in Emerging Markets, In-Depth Fundamental Research, Higher Growth Rates in Emerging Markets, Earnings and Free Cash Flow Growth, Compelling Valuations in Technology and Health Care, Catalysts for Revaluation
Companies covered: BlackBerry Limited (NASDAQ:BBRY), Apple Inc. (NASDAQ:AAPL), Nevsun Resources Ltd. (NYSEAMERICAN:NSU), Toyota Motor Corp Ltd Ord (NYSE:TM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Nokia Corporation (NYSE:NOK), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Ford Motor Company (NYSE:F), Dell Inc. (NASDAQ:DELL), Abbott Laboratories (NYSE:ABT)
Topics covered: Yieldcos in Solar, Strong Regulated Utility Fundamentals, Reasonable Valuation in Water Utilities, Positive Sentiment on Utility Space, New England Power Supply, Marcellus Gas, Electric and Gas Utilities Trends, Continued Consolidation in Utilities
Companies covered: American Water Works (NYSE:AWK), Gas Natural Inc. (AMEX:EGAS), Aqua America, Inc. (NYSE:WTR), Wisconsin Energy Corporation (NYSE:WEC), UIL Holdings Corporation (NYSE:UIL), Integrys Energy Group (NYSE:TEG), Scana Corporation (NYSE:SCG), PEPCO Holdings, Inc. (NYSE:POM), Public Service Enterprise Group Incorporated (NYSE:PEG), NRG Energy, Inc. (NYSE:NRG), National Fuel Gas Company (NYSE:NFG), Macquarie Infrastructure Company LLC (NYSE:MIC), Laclede Group, Inc. (NYSE:LG), ITC Holdings Corp. (NYSE:ITC), Hawaiian Electric Industries, Inc. (NYSE:HE), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Dynegy Inc. (NYSE:DYN), Dominion Energy, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Cleco Corporation (NYSE:CNL), UNITIL Corporation (NYSE:UTL), SJW Corporation (NYSE:SJW), EnergySolutions, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Clean Energy Fuels Corp. (NASDAQ:CLNE), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Microsoft Corporation (NASDAQ:MSFT), EnerNOC, Inc. (NASDAQ:ENOC), Spire Corp., Ormat Technologies, Inc. (NYSE:ORA), AGL Resources, Inc. (NYSE:GAS)
Topics covered: Specialty Chemicals Fundamentals, Raw Material-Related Tailwinds, Macro Trends Impact Specialty Chemicals Companies, Dislocation Between Crude Oil and Natural Gas Prices, Chemical Sector Earnings Growth, Buying Opportunities in U.S.-Centric Companies, Bullish Outlook on U.S. Chemicals Industry, Alfalfa as Seed Source
Companies covered: Clean Diesel Technologies, Inc. (NASDAQ:CDTI), Amerco (NASDAQ:UHAL), Monsanto Company (NYSE:MON), Honda Motor Company, Ltd. (NYSE:HMC), E.I. du Pont de Nemours and Company (NYSE:DD), Dow Inc. (NYSE:DOW), Celanese Corporation (NYSE:CE), A. Schulman, Inc. (NASDAQ:SHLM), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), H. B. Fuller Company (NYSE:FUL), Ferro Corporation (NYSE:FOE), FMC Corporation (NYSE:FMC), Cambrex Corporation (NYSE:CBM), Ashland Inc. (NYSE:ASH)
