William Bremer
Maxim
Group LLC |
2008 Maxim Growth Conference Report: 10.06.08
2008 Maxim Growth Conference Report - 91 pages of exclusive interviews, featuring:
Alternative Energy - William Bremer, Maxim Group LLC
Digital Media - Mark Harding, Maxim Group LLC
Biotechnology & Chinese Health Care - Yale I. Jen, Maxim Group LLC
Special Purpose Acquisition Companies - Paul G. LaRosa, Maxim Group LLC
CEO Interviews - Access Integrated Technologies, Inc., AgFeed Industries, Inc., American Defense Systems, Inc., BioForm Medical, Inc., China Cablecom Holdings, Ltd., Cleveland BioLabs, Inc., Cynosure, Inc., Delcath Systems, Inc., Drinks Americas Holdings, Ltd., Epix Pharmaceuticals, Inc., Euroseas Ltd., General Maritime Corporation, Given Imaging Ltd., India Globalization Capital, Inc., Macrovision Solutions Corporation, MDRNA, Inc., Microvision, Inc., Millennium India Acquisition Company, Inc., NovaBay Pharmaceuticals, Inc., Omega Navigation Enterprises, Inc., Oncolytics Biotech Inc., Primoris Services Corporation, Sinovac Biotech Ltd., ViroPharma Incorporated
Topics covered include: The business combination - Emerging markets - The volatile equity markets - The slowdown of issuance - The safety aspect during drug development - FDA’s regulations - Cost effective products - The BiTE antibody technology - Chinese health care - New consumption (platform) trends - Growth opportunities - The digital distribution model - Multinational corporations - Credit markets - Energy sources
Companies mentioned include: Micromet (MITI); AstraZeneca (AZN); ViroPharma (VPHM); Lev Pharmaceuticals (LEVP); India Globalization (IGC); SMC Group (SMCG); Primoris Services (PRIM); Hill International (HIL); Apple (AAPL); Dell (DELL); Microsoft (MSFT); Intel (INTC); Macrovision (MVSN); DivX (DIVX); Sony (SNE); Hewlett-Packard (HPQ); Dolby (DLB); DTS (DTSI); SRS Labs (SRSL); Avid (AVID); Adobe (ADBE); Autodesk (ADSK); Advanced Battery Technologies (ABAT); Darling International (DAR).
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Heike M. Doerr
Janney Mongomery
Scott LLC |
Water Utilities Report: 10.06.08
Water Utilities Report - 11 pages of exclusive interviews, featuring:
Outlook for the Water Industry - Neil D. Berlant, PFW Water Fund
Investing in Water Utilities - Heike M. Doerr, Janney Mongomery Scott LLC
Topics covered include: Higher prices for water - The requirement for greater water purity - The need for infrastructure improvements - Government regulations - M&A activities - Higher operating costs - Industrial water usage - Customer hookups - New customer growth - Long-term fundamentals
Companies mentioned include: American Water Works (AWK); Aqua America (WTR); California Water (CWT); York Water (YORW); Artesian Resources (ARTNA).
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James J. Puplava
Puplava Financial
Services, Inc. |
TWST Investing Strategies Report: 10.06.08
TWST Investing Strategies Report - 18 pages of exclusive interviews, featuring:
Large Cap Value Investing - Carl Lytollis & Andrew Cox, Phillips, Hager & North Investment Management Ltd.
Long-Term Value Investing - James J. Puplava, Puplava Financial Services, Inc.
Active Value Investing - Vitaliy N. Katsenelson, Investment Management Associates, Inc.
Topics covered include: Long-term themes in the market - Oil prices - The supply and demand tightness - Market volatility - The key drivers of economies - The leadership growth stocks - The oil service area - The US market - Stock-by-stock process - Active value investing - Strong balance sheets - Earnings growth and dividends - Absolute valuation - Future cash flows - Range-bound markets
Companies mentioned include: Petroleo Brasileiro (PBR); Potash (POT); Chesapeake (CHK); EnCana (ECA); Transocean (RIG); Schlumberger (SLB); Cameco (CCJ); Monsanto (MON); Agrium (AGU); Mosaic (MOS); Intel (INTC); Wal-Mart (WMT); General Electric (GE); Home Depot (HD); Cisco Systems (CSCO); Illinois Tool Works (ITW); Progressive (PGR), Allstate (All); Wells Fargo (WFC); Zebra Technologies (ZBRA); ScanSource (SCSC); Pfizer (PFE); AAON (AAON); Starbucks (SBUX); Motorola (MOT); American Express (AXP); Microsoft (MSFT); Google (GOOG).
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Gary Nachman
Leerink
Swann LLC |
Medical Devices Report: 09.29.08
Medical Devices Report - 37 pages of exclusive interviews, featuring:
Roundtable Forum - Alastair Mackay, Garp Research & Securities Co.; Sara Michelmore, Cowen & Company, LLC; Doug Schenkel, Cowen & Company, LLC
Outlook for Medical Devices - John M. Putnam, Dawson James Securities, Inc.
Investing in Specialty Pharmaceuticals - Gary Nachman, Leerink Swann LLC
CEO Interviews - BioForce Nanosciences Holdings, Inc., CAS Medical Systems, Inc., InforMedix Holdings, Inc.
Topics covered include: Sector performance so far this year - Outlook for medical devices - Impact of the FDA - Payment Outlook - Industry access to capital - M&A activity - Investor interest - Stock recommendations - Revenue and earnings expectations - Personalized medicine - Generic competition
Companies mentioned include: Beckman Coulter (BEC); Covance (CVD); Edwards Lifesciences (EW); Invitrogen (IVGN); Applied Biosystems (ABI); Luminex (LMNX); Illumina (ILMN); Abbott Laboratories (ABT); St. Jude (STJ); CardioNet (BEAT); QIAGEN (QGEN); CombiMatrix (CBMX); NuVasive (NUVA); Orthovita (VITA); OraSure (OSUR); Haemonetics (HAE); Forest (FRX); Medicis (MRX); Endo (ENDP); Alpharma (ALO); Cephalon (CEPH); Allergan (AGN); Mentor (MNT).
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Omar Nokta
Dahlman
Rose & Co. |
Marine Transportation Report: 09.29.08
Marine Transportation Report - 36 pages of exclusive interviews, featuring:
Roundtable Forum - Jonathan Chappell, J.P. Morgan Securities; Urs Dur, Lazard Capital Markets; Gregory Lewis, Credit Suisse
Outlook for the Shipping Industry - Omar Nokta, Dahlman Rose & Co.
CEO Interviews - General Maritime Corporation, Horizon Lines, Inc., Rand Logistics, Inc., Trailer Bridge, Inc.
Topics covered include: Marine transportation performance this year - Outlook for dry bulk shipping - Order book for dry bulk ships - Order book for new tankers - M&A activity - Cash flows - Investor interest - Impact of the global economy - Stock recommendations - Stocks to avoid - Oil prices - Steel markets - The growing economies - The import growth
Companies mentioned include: Teekay Corporation (TK); DryShips (DRYS); Genco (GNK); Eagle (EGLE); Nordic American Tanker (NAT); Seaspan (SSW); TOP Ships (TOPS); Arlington (ATB); Knightsbridge Tankers (VLCCF); Golden Ocean; Ship Finance (SFL); Navios (NM).
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Mathieu Sirois
Van Berkom
and Associates Inc. |
TWST Investing Strategies Report: 09.29.08
TWST Investing Strategies Report - 25 pages of exclusive interviews, featuring:
Opportunistic and Directional Investing - Howard W. Cunningham, Cunningham Asset Management, LLC
Perpetuating Wealth Through Dynasty Trusts - Jeffrey A. Dunham, Dunham & Associates Investment Counsel, Inc.
Investing In Small Cap Companies - Mathieu Sirois, Van Berkom and Associates Inc.
Investing in Value Stocks - James H. England Jr., Aster Investment Management, Inc.
Topics covered include: The simultaneous allocation of funds - Price movement - Risk-adjusted market returns - Dynasty trusts - Multiple generations - Estate or inheritance taxes - High-quality companies - The tough market environment - Reasonable valuations - Sector allocation - Potential investments - Sustainable growth
Companies mentioned include: Covidien (COV); Hawaiian Electric Industries (HE); Mattel (MAT); Transocean (RIG); Regions Financial (RF); Nokia (NOK); Jackson Hewitt (JTX); Brown & Brown (BRO); Middleby Corporation (MIDD); Advisory Board Company (ABCO).
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John L. Barnes III
BB&T
Capital Markets |
Transportation & Logistics Report: 09.22.08
Transportation & Logistics Report - 67 pages of exclusive interviews, featuring:
Roundtable Forum: Transportation & Logistics - Todd Fowler, KeyBanc Capital Markets Inc.; John G. Larkim, Stifel, Nicolaus & Company, Inc.
Investing in Transportation & Logistics - John L. Barnes III, BB&T Capital Markets
Outlook for Transportation - David P. Campbell Sr., Thompson, Davis & Company
Off The Record: Transportation - Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews - AutoInfo, Inc., Avantair, Inc., Burlington Northern Santa Fe Corporation, Canadian Pacific Railway Limited, CapSource Financial, Inc., Express-1 Expedited Solutions, Inc., FFE Transportation Services, Inc., First Flight, Inc., Halcyon Jets Holdings, Inc., Westshore Terminals Income Fund
Topics covered include: Stock performance - Capacity reduction - Demand outlook - Industry adjustments to the economic environment - Balance sheets - Joint operating agreements - Competitive environment - Investor interest - Stock recommendations - Stocks to avoid - International trends - Rising costs - Emerging markets
Companies mentioned include: J.B. Hunt (JBHT); YRC Worldwide (YRCW); Canadian Pacific (CP); Canadian National Railway Limited (CNI); Con-way (CNW); American Commercial Lines (ACLI); Pacer (PACR); Hub Group (HUBG); Landstar (LSTR); Ryder (R); Union Pacific (UNP); Old Dominion (ODFL); Forward Air (FWRD); Atlas Air Worldwide (AAWW); UPS (UPS); FedEx (FDX); Expeditors (EXPD); Kuehne + Nagel; Panalpina; Aramex.
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Rick Roberts
First
Quadrant, LP |
TWST Investing Strategies Report: 09.22.08
TWST Investing Strategies Report - 25 pages of exclusive interviews, featuring:
Quantitative Investment Strategies - Rick Roberts, First Quadrant, LP
Investing in Canadian Growth-Oriented Value Stocks - Neil Wickham, Wickham Investment Counsel Inc.
Flexible & Adaptive Investment Strategies - Medon A. Michaelides, Robert A. Isbitts & Matt MacEachern, Emerald Asset Advisors, LLC
Investing in Financial Services Stocks - Anton V. Schutz, Mendon Capital Advisors Corp.
Topics covered include: Quantitative investment strategies - Global macro strategies - Stability - Stock selection models - Volatility - The growth orientation - Canadian value stocks - The credit situation - The price of oil and gas - The flexible and adaptive approach - Changing market conditions - Time horizons - Risk/return profiles - The accommodative environment - Domestic financial services stocks - Valuations - Good opportunities
Companies mentioned include: Canadian Imperial Bank of Commerce (CM); Toronto-Dominion Bank (TD); Labrador Iron Ore Royalty Trust (LIF:TSX); Shoppers Drug Mart (SC:TSX); Tim Hortons (THI); Crescent Point (CPG:TSX); Canadian Oil Sands (COS:TSX); Vermillion (VET:TSX); Petrobank (PBG:TSX); Encana (ECA); Research in Motion (RIMM); Potash Corp. (POT); Agrium (AGU): American Capital Agency Corp; (AGNC); TFS Financial (TFSL); Prudential (PRU); MetLife (MET); Aflac (AFL); JPMorgan Chase (JPM); Citigroup (C); Federated Investors (FII); Invesco (IVZ); Janus (JNS).
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