Topics covered: Banking Review 2014
Companies covered: KeyCorp (NYSE:KEY), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Discover Financial Services (NYSE:DFS), Capital One Financial Corporation (NYSE:COF), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Principal Financial Group Inc (NYSE:PFG), T. Rowe Price Group, Inc. (NASDAQ:TROW), The Charles Schwab Corporation (NYSE:SCHW), Janus Capital Group, Inc (NYSE:JNS), Cohn & Steers Inc (NYSE:CNS), BlackRock, Inc. (NYSE:BLK), TD Ameritrade Holding Corporation (NYSE:AMTD), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), BofI Holding, Inc. (NASDAQ:BOFI), Western Alliance Bancorporation (NYSE:WAL), Glacier Bancorp, Inc. (NASDAQ:GBCI), TCF Financial Corporation (NYSE:TCF), First Horizon National Corporation (NYSE:FHN), Signature Bank (NASDAQ:SBNY), Roma Financial Corp., People's United Financial, Inc. (NASDAQ:PBCT), M&T Bank Corporation (NYSE:MTB), Lakeland Bancorp, Inc. (NASDAQ:LBAI), Investors Bancorp, Inc. (NASDAQ:ISBC), Hudson City Bancorp, Inc. (NASDAQ:HCBK)
Topics covered: Oil & Gas Review 2014
Companies covered: Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Occidental Petroleum Corporation (NYSE:OXY), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Petrobras Argentina S.A. (NYSE:PZE), Ecopetrol S.A. (NYSE:EC), Weatherford International plc (NYSE:WFT), Superior Energy Services, Inc. (NYSE:SPN), Schlumberger N.V. (NYSE:SLB), SINOPEC Shangai Petrochemical Company, Ltd. (NYSE:SHI), PetroChina Company Limited (NYSE:PTR), Key Energy Services, Inc. (NYSE:KEG), Halliburton Company (NYSE:HAL), CNOOC Limited (NYSE:CEO), Baker Hughes (NYSE:BKR), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Noble Corporation (NYSE:NE), GulfMark Offshore, Inc. (NYSE:GLF), National Oilwell Varco, Inc. (NYSE:NOV), Icahn Enterprises L.P. (NASDAQ:IEP), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), General Electric Company (NYSE:GE), ENSCO plc (NYSE:ESV), Oceaneering International, Inc. (NYSE:OII), Noble Energy Inc. (NYSE:NBL), Sandridge Energy Inc. (NYSE:SD), Chesapeake Energy Corporation (NYSE:CHK)
Topics covered: Supply and Demand Dynamics, Self-Storage and Office REITs, Residential and Commercial REITs, REIT Access to Capital, Lodging, Favorable REIT Fundamentals, Correlation Between Macroeconomy and Real Estate, Consolidation Activity, Apartment, Agency Mortgage REITs
Companies covered: Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Parkway Properties, Inc. (NYSE:PKY), Kimco Realty Corporation (NYSE:KIM), Essex Property Trust, Inc. (NYSE:ESS), DDR Corp. (NYSE:DDR), Salesforce.com Inc (NYSE:CRM), Boston Properties, Inc. (NYSE:BXP), Farmland Partners Inc. (NYSE:FPI), Sun Communities, Inc. (NYSE:SUI), First Potomac Realty Trust (NYSE:FPO), Forest City Enterprises Inc., Equity Lifestyle Properties, Inc. (NYSE:ELS), Acadia Realty Trust (NYSE:AKR), Weingarten Realty Investors (NYSE:WRI), Cedar Realty Trust, Inc. (NYSE:CDR), National Retail Properties (NYSE:NNN), Annaly Capital Management Inc (NYSE:NLY), MFA Financial, Inc. (NYSE:MFA), Inland Real Estate Corporation (NYSE:IRC), EPR Properties (NYSE:EPR), Anworth Mortgage Asset Corporation (NYSE:ANH)
Topics covered: Secular Growth Themes, Reactionary Investing, Long-Term Investing, Large-Cap, Investing in Special Situations, High-Quality Companies, Event-Driven Investment Opportunities, Defensive Growth Approach, Deep-Value
Companies covered: Biogen Inc. (NASDAQ:BIIB), Visa Inc. (NYSE:V), Target Corporation (NYSE:TGT), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Pacific Premier Bancorp Inc (NASDAQ:PPBI), Furmanite Corporation (NYSE:FRM), Delta Air Lines, Inc. (NYSE:DAL), Alaska Air Group, Inc. (NYSE:ALK), Federal Agricultural Mortgage Corporation (NYSE:AGM), Strayer Education, Inc. (NASDAQ:STRA), Microsoft Corporation (NASDAQ:MSFT), Lockheed Martin Corporation (NYSE:LMT), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Walgreen Co., ITT Educational Services, Inc. (NYSE:ESI), CVS Health Corporation (NYSE:CVS), Cooper Tire & Rubber Company (NYSE:CTB)
Topics covered: Strong BDC Fundamentals, Internally and Externally Managed BDCs, Competitive Outlook for BDCs, Business Development Companies Historical Overview, BDC Risk/Reward Profile, BDC Returns, BDC Dividend Growth, BDC and Bank Differences
Companies covered: Ares Capital Corporation (NASDAQ:ARCC), Fifth Street Finance Corp. (NASDAQ:FSC), Apollo Investment Corporation (NASDAQ:AINV), American Capital, Ltd. (NASDAQ:ACAS), Triangle Capital Corporation (NYSE:TCAP), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Electric Company (NYSE:GE), Blackstone Inc. (NYSE:BX), CIFC Corp. (NASDAQ:CIFC)
