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Recent Reports

2012-02-06: Oil & Gas: Exploration & Production Report
4 leading Analysts; and top management from 5 Sector Firms examine this industry.
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2012-02-06: Southeast & Midwestern Banks Report
3 leading Analysts; and top management from 4 Sector Firms examine this industry.
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2012-02-06: International Investing and Other Investing Strategies Report
In depth interviews with 7 Money Managers
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2012-01-23: Staffing & Outsourcing Services Report
2 leading Analysts; and top management from 6 Sector Firms examine this industry.
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2012-01-23: Wireless Communications & Telecom Report
4 leading Analysts; and top management from 6 Sector Firms examine this industry.
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2012-01-23: Equipment Rental & Leasing Services Report
3 leading Analysts; and top management from 2 Sector Firms examine this industry.
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2012-01-23: Investing in Master Limited Partnerships and Other Investing Strategies Report
In depth interviews with 5 Money Managers
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2012-01-09: Oil & Gas: Refining, Independent and Major Integrated Report
6 leading Analysts; and top management from 3 Sector Firms examine this industry.
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2012-01-09: Northeast and Mid-Atlantic Banks Report
4 leading Analysts; and top management from 5 Sector Firms examine this industry.
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2012-01-09: SRI Investing and Other Investing Strategies Report
In depth interviews with 5 Money Managers
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2011-12-19: Gold and Precious Metals Report
3 leading Analysts; and top management from 9 Sector Firms examine this industry.
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2011-12-19: Transportation and Logistics Report
7 leading Analysts; and top management from 6 Sector Firms examine this industry.
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2011-12-19: Large Cap Value and Other Investing Strategies Report
In depth interviews with 6 Money Managers
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2011-12-09: Best of 2011: Money Manager Interviews
Best Money Manager Interviews of the Year from The Wall Street Transcript
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2011-12-06: FREE Guns and Gold Report:
Exclusive Wall Street Transcript Interviews with Goldman Sachs Gold and Precious Metals Reseach Analyst Ian Preston and Smith & Wesson CEO P. James Debney.
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2011-12-05: Semiconductors Report
6 leading Analysts; and top management from 3 Sector Firms examine this industry.
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2011-12-05: Gaming and Leisure Report
2 leading Analysts; and top management from 7 Sector Firms examine this industry.
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2011-12-05: Investing Strategies Report
In depth interviews with 7 Money Managers
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2011-11-14: Aerospace and Defense Report
5 leading Analysts; and top management from 5 Sector Firms examine this industry.
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2011-11-14: Biotechnology and Pharmaceuticals Report
5 leading Analysts; and top management from 4 Sector Firms examine this industry.
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2011-11-14: Investing Strategies Report
In depth interviews with 6 Money Managers
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2011-10-31: Health Care IT Report
4 leading Analysts; and top management from 5 Sector Firms examine this industry.
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08.24.09: Application Software Report

5 analysts, and 29 sector firms examine the application software segment in this 123 page report from The Wall Street Transcript. Order this Report

  1. Key Trends in Application Software: David Bayer, Cantor Fitzgerald L.P.

  2. Investing in Application Software: Trip Chowdhry, Global Equities Research, LLC

  3. Application Software: An Overview: John DiFucci, J.P. Morgan Chase & Co.

  4. Investment Opportunities in Application Software: Aaron Schwartz, Ladenburg Thalmann & Co.

  5. Opportunities in SaaS: Brad Mook, MKM Partners LLC

  6. CEO Interviews (average 2,500 words): Top management from 27 sector firms examine the outlook for their firm and sector. Firms interviewed include: Pansoft Company Limited, AMICAS, Inc., ArcSight, Inc., BluePhoenix Solutions Ltd., China Digital TV Holding Co., Ltd., Deltek, Etelos, Inc., Exobox Technologies Corp., GlobalSCAPE, Inc., Jagged Peak, Lyris, Inc., Magic Software Enterprises, Inc., OPNET Technologies, Inc., Proginet Corporation, PROS Holdings, Inc., QAD Inc., Saba Software, Inc., Smith Micro Software, Inc., Sonic Solutions, Steel Vault Corporation, StrikeForce Technologies, Inc., SXC Health Solutions Corp., Telvent, TTI Team Telecom International Ltd., USA Video Interactive Corp., Versant Corporation, Wizzard Software Corp., Wyndstorm Corp., Zebra Technologies Corporation

    Topics covered: Upgrade Cycle for Application Software -- Software as a Service -- Cloud Computing -- Virtualization Software -- Government Software Sales Cycle -- Demise of Unix -- Installed Base of Microsoft Software -- Installed Base of Oracle Software -- License Fee Cycle -- Maintenance Fee Cycle -- Ratio Of License Fee Revenue To Maintenance Fee Revenue Under Current Economic Conditions --Profit Margins For Maintenance Revenue Stream

    Companies covered: Microsoft (MSFT); VMware (VMW); Oracle (ORCL); RedHat (RHAT); Sybase (SY); Google (GOOG); Symantec (SYMC); Avocent (AVCT); Novell (NOVL); SolarWinds (SWI);CommVault (CVLT); Data Domain (DDUP); IBM (IBM); SPSS Inc. (SPSS); Steel Vault (SVUL); StrikeForce Technologies (SFOR); Jagged Peak (JGPK); Lyris, Inc. (LYRI); Saba Software, Inc. (SABA); TTI Team Telecom International (TTIL); AMICAS, Inc. (AMCS); Sonic Solutions (SNIC); BluePhoenix Solutions Ltd (BPHX); ArcSight, Inc. (ARST); Etelo, Inc. (ETLO); Pansoft Company Limited (PSOF); Exobox Technologies Corp. (EXBX); PROS Holdings, Inc. (PRO); Proginet Corporation (PFGF); Versant (VSNT); Wyndstorm Corp. (WYND); China Digital TV Holding Co. (STV); QAD Inc. (QADI); Magic Software Enterprises, Inc. (MGIC); Wizzard Software Corp. (WZE); SXC Health Solutions Corp. (SXCI); Telvent (TLVT).
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