Materials
Communication services
Consumer discretionary
- Auto sector: shifting to lower gear (PDF)
- Investing in the consumer discretionary sector (PDF)
- The shifting retail landscape (PDF)
Consumer staples
Energy
- Investing in energy (PDF)
- Master limited partnership overview (PDF)
- Renewing thoughts on alternative energy (PDF)
- U.S. energy and commodity price outlook (PDF)
Utility
Other
- Equity sector guidance framework (PDF)
- In market madness, let quality stocks be your guide (PDF)
- Post-Pandemic: unmasking quality stocks (PDF)
Financial services sector and REITs
- Alternative asset managers: don't get carried away (PDF)
- Business development companies: lending to the riskiest segments of the economy (PDF)
- Community banking 101 (PDF)
- Investing in the financial services sector (PDF)
- Mortgage REITs - high yield but high risks (PDF)
- Private REITs - not all REITs are created equal (PDF)
- Industry analysis - A report about analyzing the real estate investment Trust and industry and COVID-19 impact (PDF)
- U.S. banks pass stress tests: capital levels strong, but capital return to remain limited in the near term (PDF)
- FAQ about REITs - frequently asked questions regarding REITS (PDF)
Health care sector
- Addressing questions on the US Marijuana market (PDF)
- Canadian Marijuana market heats up, but investments carry risk (PDF)
- Investing in the health care sector (PDF)
Industrials sector
- How precious are precious metals (PDF)
- Infrastructure: opportunities at home and abroad (PDF)
- Investing in the industrial sector (PDF)
- North American rails - on the right track (PDF)
Technology sector
- Bitcoin Cryptocurrencies and Blockchain (PDF)
- Don't let IPO buzz cloud your judgement (PDF)
- Investing in technology (PDF)
Stock tables
DCA
- DCA: dollar cost averaging - eligible securities - money due / settlement date (PDF)
- DCA: dollar cost averaging - sell program (PDF)
- Reinvestment - securities eligible for the dividend reinvestment program (PDF)
Equity income buy list
Rising income leaderboard
Quarterly market outlook
- Quarterly Market Outlook - Full Report (PDF)
- Quarterly Market Outlook - Page One (PDF)
- Quarterly Market Outlook - Page Two (PDF)
- Quarterly Market Outlook - Page Three (PDF)
- Quarterly Market Outlook - Page Four (PDF)
- Quarterly Market Outlook - Page Five (PDF)
- Quarterly Market Outlook - Page Six (PDF)
- Quarterly Market Outlook - Page Seven (PDF)
- Quarterly Market Outlook - Page Eight (PDF)
Muni Bond
- City of Chicago general obligation bonds (PDF)
- Chicago board of education general obligation bonds (PDF)
- Cook County Community College District 508 (PDF)
- General obligation (PDF)
- Higher education (PDF)
- Health care (PDF)
- Housing (PDF)
- K-12 education (PDF)
- Missouri Southern State University (PDF)
- Not all credit enhancement programs created equal (PDF)
- Rosemont, IL (PDF)
- ProMedica health system (PDF)
- Puerto Rico (PDF)
- Senior housing properties Trust (PDF)
- South Carolina public service authority (PDF)
- Southern Illinois University (PDF)
- State of Illinois (PDF)
- Tax-Backed sector outlook (PDF)
- Transportation sector outlook (PDF)
- Utility sector outlook (PDF)
Corporate fixed income
- AT&T (PDF)
- Fannie Mae (PDF)
- Ford Motor / Ford Motor Credit (PDF)
- Freddie Mac (PDF)
- Frontier Communications (PDF)
- GE (PDF)
- Lumen Technologies (PDF)
- Marriott International Inc (PDF)
- Navient Corp (PDF)