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Latest Reports

Education Report

September 07, 2009

Buy ($175)

Topics covered: Valuation Levels, Student Funding, Stafford Loans, Secular Trends, Return on Invested Capital, Regulatory Uncertainty, Regulatory Concerns, Postsecondary Tuition, Postsecondary Education in China, Opporunity for Growth, Online Education, Nontraditional Students, Management Transition, Management Teams, Long Term Prospects, Jobs Market, International Students, Growth Prospects, Growth in Postsecondary Education, Global Education, Fundamental Trends, For-Profit Institutions, Focus on Quality, Execution Risk, Earnings Growth, Domestic Players, Developing Postsecondary Education Programs, Decline in Stock Prices, Acceleration of Enrollment Rates

Auto Parts Report

September 07, 2009

Buy ($175)

Topics covered: Well Positioned Companies, Sector Status, Positive Outlook, Organic Sales Results, Macro Environment, Increase in Profit, Expanse of the Market, Earnings Growth, Cash for Clunkers, Brand Mix, Automotive Aftermarket, Aftermarket Fundamentals

TWST Investing Strategies Report

August 24, 2009

Buy ($175)

Topics covered: What to Look for in Companies, Weakness in Construction and Real Estate Lending, Stabilization, Shape of the Recovery, Relative Earnings Growth, Portfolio Diversification, Opportunities in Oil, Marketplace Valuation, Market Recovery, Investing in REITs and ETFs, Investing in Emerging Markets, International Markets, Health Care System, Government Stimulus, Federal Regulation, Fast Growing Companies, Deleveraging, Cutting Costs, Capital Markets, Buying Trends, Banking Industry

Semiconductors, Semiconductor Equipment, and Software Report

August 24, 2009

Buy ($175)

Topics covered: Ultra Low Voltage Processors, Semiconductor Supply Chain Status, Semiconductor Inventory Aging and Type, Processor Power Developments, Netbook Growth, NAND Pricing and Demand, Micro-Electro-Mechanical Systems (MEMS) Demand Cycle, LCD TV Growth, DRAM Industry Reorganization

Data Hosting and Data Storage Services Report

August 24, 2009

Buy ($175)

Topics covered: Utilization Rates, Per-per-Port Trends, Content Delivery Networks, Co-Location Business Model, Cloud Computing, CDN Business Model, Capital Investment Growth, Broadband Network Services, Backbone Services

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NASDAQ:CMPS — Why Compass Pathways Is Surging Following White House Executive Order
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Paula Glick

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Roundtable Forum:optimism Despite Uncertainty In For-profit Education
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