Topics covered: Uneven Growth Across End Markets, Performance Correlation with Macroeconomic Data, Industrial Restructuring, Commercial Aviation and Energy Expenditures
Companies covered: Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Senior Housing Properties Trust (NYSE:SNH), Prudential Financial, Inc. (NYSE:PRU), Post Properties, Inc. (NYSE:PPS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Federal Realty Investment Trust (NYSE:FRT), Comcast Corporation (NASDAQ:CMCSA), Wabco Holdings Inc. (NYSE:WBC), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Goodrich Corp., General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Cummins Inc. (NYSE:CMI), Cameco Corporation (NYSE:CCJ), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), Tyco International plc (NYSE:TYC), SPX Corporation (NYSE:SPW), Illinois Tool Works Inc. (NYSE:ITW), Honeywell International Inc. (NYSE:HON), Emerson Electric Company (NYSE:EMR), Danaher Corporation (NYSE:DHR), Crane Company (NYSE:CR), Textron Inc. (NYSE:TXT), Raytheon Company (NYSE:RTN), Procter & Gamble Company (The) (NYSE:PG), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), Rockwell Collins, Inc. (NYSE:COL), AMR Corporation, Internap Corporation (NASDAQ:INAP), U.S. Physical Therapy, Inc. (NYSE:USPH), Anixter International Inc. (NYSE:AXE)
