Topics covered: Recovery Fueled By Lack Of Supply, Multifamily Vs. Single-Family Lending, Job Growth As Macro Indicators, Increasing Occupancy and Rental Rates, Improving REIT Fundamentals, Fully Valued Vs. Undervalued REITs, Favorable Apartment REITs
Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Medical Properties Trust, Inc. (NYSE:MPW), Home Properties, Inc. (NYSE:HME), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Digital Realty Trust, Inc. (NYSE:DLR), Cogdell Spencer Inc., Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Simon Property Group, Inc. (NYSE:SPG), Liberty Property Trust, Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), EastGroup Properties, Inc. (NYSE:EGP), DDR Corp. (NYSE:DDR), Boston Properties, Inc. (NYSE:BXP), American Campus Communities Inc (NYSE:ACC), ProLogis, Inc. (NYSE:PLD), Camden Property Trust (NYSE:CPT), AMB Property Corp., Advanced Micro Devices, Inc. (NASDAQ:AMD), SanDisk Corporation (NASDAQ:SNDK), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Micron Technology, Inc. (NASDAQ:MU), Microchip Technology Incorporated (NASDAQ:MCHP), Intersil Corporation (NASDAQ:ISIL), Intel Corporation (NASDAQ:INTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Sun Communities, Inc. (NYSE:SUI), Ross Stores, Inc. (NASDAQ:ROST), Kohl's Corporation (NYSE:KSS), BRE Properties Inc., Best Buy Co., Inc. (NYSE:BBY), Apartment Investment and Management Company (NYSE:AIV), Associated Estates Realty Corporation (NYSE:AEC), Micrel, Incorporated (NASDAQ:MCRL), TriQuint Semiconductor, Inc., Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), VistaPrint Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), lululemon athletica inc. (NASDAQ:LULU), Kraft Foods Inc., Huntsman Corporation (NYSE:HUN), Alphabet Inc (NASDAQ:GOOG), dELiA*s, Inc., BP p.l.c. (NYSE:BP), American Express Company (NYSE:AXP), Cardtronics, Inc. (NASDAQ:CATM), Align Technology, Inc. (NASDAQ:ALGN), Walmart Inc. (NYSE:WMT), Varian Medical Systems, Inc. (NYSE:VAR), Target Corporation (NYSE:TGT), Oshkosh Corporation (NYSE:OSK), Sourcefire, Inc., Carter's, Inc. (NYSE:CRI), Citigroup Inc. (NYSE:C), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ)
