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George Grose
American Capital
Partners, LLC |
Waste & Environmental Services Report: 05.05.08
Waste & Environmental Services Report - 40 pages of exclusive interviews, featuring:
Roundtable Forum - William Bremer, Maxim Group LLC; Brian J. Butler, Friedman, Billings, Ramsey & Co., Inc.
Waste Services, Inc. - George Grose, American Capital Partners, LLC
CEO Interviews - Aqua-Pure Ventures Inc., BioteQ Environmental Technologies Inc., Greenshift Corporation, Itronics, Inc., N-Viro International Corporation, Solucorp Industries Ltd., Startech Environmental Corporation, Waste Connections, Inc., Waste Services, Inc.
Topics covered include: The soft economy - The waste management area - Good pricing - Construction - Special waste - Recession-resistant part of the business - Residential collections - Huge cash flow generators - Pricing stability - The housing market - Weak Volumes - The Canadian marketplaces
Companies mentioned include: Waste Management (WMI), Allied Waste (AW), Waste Connections (WCN), Republic Services (RSG), WCA Waste (WCAA), Darling International (DAR), Waste Services (WSII), Tyson (TSN), ConocoPhillips (COP), SPX (SPW), Rockwell Automation (ROK), W.W. Grainger (GWW).
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James C. Lucas
Janney Montgomery
Scott LLC |
Industrial Manufacturing & Machinery Report: 05.05.08
Industrial Manufacturing & Machinery Report - 39 pages of exclusive interviews, featuring:
Outlook for Industrial Manufacturing - James C. Lucas, Janney Montgomery Scott LLC
Industrial Equipment & Machinery - Charles D. Brady, BMO Capital Markets
Machinery & Industrial Components - Walter S. Liptak, Barrington Research Associates, Inc.
Industrial Equipment & Components - Edward Borland, Next Generation Equity Research, LLC
Global Infrastructure Industrials - John Baliotti, FTN Midwest Securities Corp
CEO Interviews - Encore Wire Corporation, L.B. Foster Company.
Topics covered include: Infrastructure investments - Short supplies - High inflationary pressure - Well-managed companies - Balanced portfolios - Housing markets - Healthy cash flow - Strong end markets - Long lead times - Raw materials - Non-US exposure - M&A activity - Strong fundamental trends - Great visibility - Industrial operating strategies - The commodities cycle - International business - Growing US export opportunities - Weak dollars - New geographic markets - Advances in technology
Companies mentioned include: AMETEK (AME), Honeywell (HON), United Technologies (UTX), ITT (ITT), IDEX (IEX), Snap-on (SNA), Stanley (SWK), Toro (TTC), Danaher (DHR), Terex (TEX), Manitowoc (MTW), Bucyrus (BUCY), Joy Global (JOYG), Federal Signal (FSS), Oshkosh (OSK), Actuant (ATU), Lincoln Electric (LECO), Greif (GEF), Mine Safety Appliances (MSA), Kennametal (KMT), Oshkosh (OSK), TriMas (TRS), A.O. Smith (AOS), Valmont Industries (VMI), Albany International (AIN), Graco (GGG), AMETEK (AME), Franklin Electric (FELE),
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Bob Dearborn
Lodestar Investment
Counsel, LLC |
TWST Investing Strategies Report: 05.05.08
TWST Investing Strategies Report - 27 pages of exclusive interviews, featuring:
Investing in High Quality Equities & Fixed Income - Bob Dearborn, Lodestar Investment Counsel, LLC
Small & Mid-Cap Growth Investing - Patrick Gundlach & Ken Salmon, M&I Investment Management Corp.
Investing in Internet-Related Stocks - Ryan Jacob, Jacob Asset Management
Investing in Canadian Small Cap Stocks - Roger Dent, Mavrix Funds Management Inc.
Topics covered include: Fixed income and equities - Well established companies - International exposure - Long-term valuations - Volatility - Improving business fundamentals - Good business conditions - New products/product cycles - Accretive acquisitions - Management changes - Global growth - Internet content media companies - Internet commerce - Infrastructure - Communications
Companies mentioned include: Nestle (NSRGY), Cisco Systems (CSCO), General Electric (GE), Walgreen Corporation (WAG), Wal-Mart (WMT), Coca-Cola (KO), Exxon (XOM), EnCana (ECA), American International Group (AIG), Morgan Stanley (MS), Johnson & Johnson (JNJ), Zimmer Holdings (ZMH), Stryker Corporation (SYK), Macy’s Inc. (M), Principal Financial Group (PFG), Plum Creek Timber (PCL), Titan International (TWI), Clean Harbors (CLHB), Contango Oil & Gas (MCF), TriZetto (TZIX), Amazon.com (AMZN), eBay (EBAY), Yahoo! (YHOO), Microsoft (MSFT), Google (GOOG), SanDisk (SNDK), EarthLink (ELNK), Shutterfly (SFLY), Take-Two Interactive (TTWO), Electronic Arts (ERTS), Cache Coal (GCE:TSX), PhosCan Chemical (FOS:TSX.V), Peer 1 Networks (PIX:TSX.V), Hammond Power (HPSa:TSX), Selwyn Resources (SWN:TSX.V), iLOOKABOUT (ILA:TSX.V).
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Frank J. Mitsch
BB&T Capital
Markets |
Commodity & Specialty Chemicals Report: 04.28.08
Commodity & Specialty Chemicals Report - 57 pages of exclusive interviews, featuring:
Outlook for Chemical Companies - Frank J. Mitsch, BB&T Capital Markets
Specialty Chemicals: An Overview - Dmitry Silversteyn, Longbow Research
CEO Interviews - TOR Minerals International, Inc., Rentech, Inc., Green Plains Renewable Energy, Inc.
Topics covered include: Price increases - Offset high oil and gas prices - Solid demand in the export market - Domestic demand - Agricultural chemical companies - The global chemical industry - Offshore sales and profits - The domestic coatings and home building industry - M&A activity - Shift from private equity toward strategic firms - The behavior of petrochemical raw material prices - Ethylene and propylene production - The supply/demand balance
Companies mentioned include: Dow Chemical (DOW); Monsanto (MON); PPG Industries (PPG); FMC (FMC); Georgia Gulf (GGC); Rohm and Haas (ROH); Olin (OLN); Celanese (CE); Sigma-Aldrich (SIAL); Ecolab (ECL); Cabot Microelectronics (CCMP); Valspar (VAL); H.B. Fuller (FUL); FMC (FMC); Hercules (HPC); Chemtura (CEM).
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Sarat Sethi
Douglas C. Lane &
Associates, Inc. |
TWST Investing Strategies Report: 04.28.08
TWST Investing Strategies Report - 35 pages of exclusive interviews, featuring:
Investing in High Quality Mid-Cap Stocks - Robert A. Schwarzkopf, Jon K. Christensen, Sandi L. Gleason & Craig Stone, Kayne Anderson Rudnick Investment Management, LLC
Investing in Large Cap Value Stocks - Walter A. “Bucky” Hellwig, Morgan Asset Management, Inc.
Multi-Strategy Core Investment - Sarat Sethi, Douglas C. Lane & Associates, Inc.
Investing in Deep Value & Relative Value Stocks - Richard H. Parry, Tom Johnson Investment Management, Inc.
Global Thematic Equity Investing - Robert T. Lutts, Cabot Money Management, Inc.
Topics covered include: High quality businesses - High returns on capital - Under-leveraged balance sheets - Industry leading profitability - Combination of strong growth and better value - Continued global growth - The weak dollar - Developing economies - Supply pressures in energy and materials - Energy stocks - Agricultural companies - Long-term economic, industrial and financial trends - Secular growth themes - Strong pricing power
Companies mentioned include: Rockwell Collins (COL); DENTSPLY International (XRAY); Copart (CPRT); Monsanto (MON); John Deere (DE); Hess (HES); Chevron (CVX); Transocean (RIG); Medco (MHS); Thermo Fisher Scientific (TMO); Intel (INTC); Coca-Cola (KO); Freeport McMoRan Copper & Gold (FCX); Millipore (MIL); Microchip Technology (MCHP); Qualcomm (QCOM); DENTSPLY International (XRAY).
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Avram Fisher
BMO Capital
Markets Corp. |
Engineering & Construction Report: 04.21.08
Engineering & Construction Report - 34 pages of exclusive interviews, featuring:
Roundtable Forum - Avram Fisher, BMO Capital Markets Corp.; Richard S. Paget, Morgan Keegan & Co., Inc.
Energy & Transportation Infrastructure - Steven M. Fisher, UBS Investment Research
Non-Residential Heavy Construction - John Rogers, D.A. Davidson & Co.
CEO Interviews - Comfort Systems USA, Inc., Consolidated-Tomoka Land Co., Pure Cycle Corporation.
Topics covered include: US economic slowdown - Global end markets - Non-residential construction - Need for repair and upgrade of US infrastructure - Las Vegas casino construction outlook - Effects of the tight credit market - International opportunities for growth - Industry consolidation - Growth in the power generation cycle - Risk factors - Raw material and labor costs - Shortage of engineers in US - Declining state and local tax revenues - Political outlook - Water/wastewater segment - Environmental issues and clean technology - Stock recommendations
Companies mentioned include: Perini (PCR); Chicago Bridge & Iron (CBI); Fluor (FLR); Jacobs Engineering (JEC); Tetra Tech (TTEK); Hill International (HIL); Granite Construction (GVA); EMCOR (EME).
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Daniel Meron
RBC Capital Markets |
Enterprise & Application Software Report: 04.21.08
Enterprise & Application Software Report - 95 pages of exclusive interviews, featuring:
Communication & Enterprise Software Companies - Daniel Meron, RBC Capital Markets
Communications Software & IT Services - Peter Jacobson, Brean Murray, Carret & Co., LLC
CEO Interviews - Allscripts Healthcare Solutions, Inc., Analysts International Corporation, ANTs software inc., digiMedical Solutions, Inc., Global Med Technologies, Inc., Infobright Inc., Intelli-Check-Mobilisa, Inc., NetManage, Inc., NetSol Technologies, Inc., NewMarket Technology, Inc., NMS Communications Corporation, OpenTV Corp., Park City Group, Inc., salesforce.com, inc., Scientific Learning Corporation, Selectica, Inc, TriHealix, Inc., US Dataworks, Inc., Veramark Technologies, Inc., VirnetX Holding Corporation, VirtualScopics Inc., Vitria Technology, Inc., XATA Corporation.
Topics covered include: The enterprise software spending cycle - Vendors to the contact centers - Providers of transaction IT solutions - Enterprise providers of software modernization solutions - Uncertainty about the economic slowdown - Communications software and IT services - Packaged software for telecom carriers and the enterprise market - Web 2.0 standards - Service-oriented architecture - WiMAX as an emerging standard protocol - Long distance wireless communications and content delivery - Intense competitive environment - Streamlining of costs - Smaller companies - Positive cash flow - Both top and bottom line growth
Companies mentioned include: BluePhoenix (BPHX); Fundtech (FNDT); Amdocs (DOX); NDS (NNDS); NICE Systems (NICE); Verint; Comverse; Perficient (PRFT); Openwave (OPWV); Syniverse Holdings (SVR); CSG Systems (CSGS).
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Mike Moody
Dorsey Wright
Money Management |
TWST Investing Strategies Report: 04.21.08
TWST Investing Strategies Report - 22 pages of exclusive interviews, featuring:
Relative Strength Investment Strategies - Mike Moody, Harold Parker & John Lewis, Dorsey Wright Money Management
Behavioral Finance Investment Strategies - Christopher T. Blum & Theodore F. Dimig, J.P. Morgan Investment Management Inc.
Outlook for Fixed-Income Investing - Paul W. Gifford Jr., 1st Source Corporation Investment Advisors, Inc.
High Growth, Emerging Opportunities in Technology & Health Care - Matt Arens & Peter Conrad, Kopp Investment Advisors, LLC
Topics covered include: Buying strong stocks in strong sectors - Following trends - Turbulent markets - Market anomalies that stem from the irrational behavior of investors - Generating alpha relative to performance benchmarks - Anchoring - Representativeness - The municipal bond market - Communications providers - Minimally invasive surgical procedures
Companies mentioned include: Finisar (FNSR); Comverge (COMV); EMCORE (EMKR); NuVasive (NUVA); RTI Biologics (RTIX).
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