Fixed Income Contrarian Compendium December 2011

Addresses tail risk as an asset class, dividend-related ETFs, statistics related to tobacco, and the sociology of industry. Featured companies: Standard Pacific (SPF), Nuveen Investments, Vulcan Materials (VMC), Jefferies Group (JEF)

Contrarian Research Report Compendium December 2011

Examines the representation of various companies in ETFs, introduces the concept of “orphan stocks,” which are poorly represented in ETFs, and discusses statistics related to the Russell 2000 Index and to Leveraged Equity ETFs. Stocks covered: Jefferies Group (JEF), Seabord Corporation (SEB), Aircastle Limited (AYR), Willis Lease Finance (WLFC).