Specialty Retail

September 06, 2010

Buy ($175)

Topics covered: Late Fall Shopping Peak, International Retail Platforms, Discounting Pressures, Denim Price Wars, Clean Teen Inventories, Cautious Consumer Spending, Back-to-School and Holiday Inventory Levels

Companies covered: ChinaCast Education Corporatio, ATA Inc. (NASDAQ:ATAI), Apollo Education Group, Inc. (NASDAQ:APOL), New Oriental Education & Technology Group, Inc. (NYSE:EDU), DeVry Education Group Inc. (NYSE:DV), Columbia Sportswear Company (NASDAQ:COLM), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), United Parcel Service, Inc. (NYSE:UPS), Target Corporation (NYSE:TGT), Timberland Co., Ralph Lauren Corporation (NYSE:RL), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Macy's Inc (NYSE:M), La-Z-Boy Incorporated (NYSE:LZB), Hot Topic Inc., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), FedEx Corporation (NYSE:FDX), Costco Wholesale Corporation (NASDAQ:COST), Coach, Inc. (NYSE:COH), BJ's Wholesale Club Inc., Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), bebe stores, inc. (NASDAQ:BEBE), Wet Seal Inc., Warnaco Group Inc., PVH Corp. (NYSE:PVH), Perry Ellis International Inc. (NASDAQ:PERY), J. Crew Group, Inc., Fossil Group, Inc. (NASDAQ:FOSL), Cambium Learning Group, Inc. (NASDAQ:ABCD)

Mid Cap Investing and Other Investing Strategies Report

September 06, 2010

Buy ($175)

Topics covered: Small Cap and Mid-cap Value, Slow Growth Companies, NestEgg Funds, ETFs, Actively Managed Portfolios

Companies covered: Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Walmart Inc. (NYSE:WMT), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Tempur Sealy International, Inc. (NYSE:TPX), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Mettler-Toledo International, Inc. (NYSE:MTD), Visa Inc. (NYSE:V), Mindspeed Technologies Inc., Entropic Communications, Inc. (NASDAQ:ENTR), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Xerox Corporation (NYSE:XRX), Timken Company (The) (NYSE:TKR), IMS Health Inc., Pitney Bowes Inc. (NYSE:PBI), Southwest Airlines Company (NYSE:LUV), HP Inc (NYSE:HPQ), Dean Foods Company (NYSE:DF), Continental Airlines, Inc., BP p.l.c. (NYSE:BP), Atwood Oceanics, Inc. (NYSE:ATW), Raymond James Financial, Inc. (NYSE:RJF), MetLife, Inc. (NYSE:MET)

Education Report

September 06, 2010

Buy ($175)

Topics covered: Student Quality Over Quantity, Regulatory Risks, Innovation in Programming and Student Development, Growth Drivers in Chinese Education Sector, Great Buying Opportunities Among Weak Stocks, Economic Recovery and Enrollment Trends

Companies covered: ATA Inc. (NASDAQ:ATAI), Student Loan Corp., Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Walmart Inc. (NYSE:WMT), K12 Inc (NYSE:LRN), Bridgepoint Education, Inc. (NYSE:BPI), Blackboard Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Men's Wearhouse, Inc. (The) (NYSE:MW), J. Crew Group, Inc., Gymboree Corp., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), Chico's FAS, Inc. (NYSE:CHS), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), ChinaEdu Corporation, Beyond Inc. (NYSE:BYON)

TWST Investing Strategies Report

August 23, 2010

Buy ($175)

Topics covered: Small and Mid-cap Growth Stock Investing, Long-only Strategy, Growth at a Reasonable Price, Domestic and International Equities, Blue-chip Companies

Companies covered: China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Telecom Corp Ltd (NYSE:CHA), Ladish Co. Inc., Kaiser Aluminum Corporation (NASDAQ:KALU), Eagle Materials Inc (NYSE:EXP), CIT Group Inc (NYSE:CIT), Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Boston Properties, Inc. (NYSE:BXP), Bank of America Corporation (NYSE:BAC), Alexandria Real Estate Equities, Inc. (NYSE:ARE), Public Storage (NYSE:PSA), ProLogis, Inc. (NYSE:PLD), Kilroy Realty Corporation (NYSE:KRC)

Semiconductors Report

August 23, 2010

Buy ($175)

Topics covered: Supply Chain Dynamics, Smartphones As Major Trend, Secular Shift To Mobility, Post-Snapback Valuations, Inventory Replenishment and Corporate Upgrade Cycles, China and Consumer Electronics Demand, 3G/4G Buildout

Companies covered: Entropic Communications, Inc. (NASDAQ:ENTR), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), BRE Properties Inc., AvalonBay Communities, Inc. (NYSE:AVB), Apartment Investment and Management Company (NYSE:AIV), American Campus Communities Inc (NYSE:ACC), Atmel Corporation (NASDAQ:ATML), Apple Inc. (NASDAQ:AAPL), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Cypress Semiconductor Corporation (NASDAQ:CY), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Linear Technology Corporation (NASDAQ:LLTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Power Integrations, Inc. (NASDAQ:POWI), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Alphabet Inc (NASDAQ:GOOG), Atheros Communications Inc., Silicon Laboratories, Inc. (NASDAQ:SLAB), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), Rambus, Inc. (NASDAQ:RMBS), Micron Technology, Inc. (NASDAQ:MU), Juniper Networks, Inc. (NYSE:JNPR), Itron, Inc. (NASDAQ:ITRI), EZchip Semiconductor Limited (NASDAQ:EZCH), Advanced Micro Devices, Inc. (NASDAQ:AMD), Cavium, Inc. (NASDAQ:CAVM), Verizon Communications Inc. (NYSE:VZ), TriQuint Semiconductor, Inc., NetLogic Microsystems Inc., Hittite Microwave Corporation, U-Store-It Trust, United Dominion Realty Trust, Inc. (NYSE:UDR), Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Skyworks Solutions, Inc. (NASDAQ:SWKS), QUALCOMM Incorporated (NASDAQ:QCOM), Best Buy Co., Inc. (NYSE:BBY), New York Community Bancorp Inc, ParkerVision, Inc. (NASDAQ:PRKR), LaSalle Hotel Properties (NYSE:LHO), Rudolph Technologies, Inc. (NYSE:RTEC), Mattson Technology, Inc. (NASDAQ:MTSN), Semtech Corporation (NASDAQ:SMTC), Mindspeed Technologies Inc.