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Latest Reports

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

Consumer Finance Report

August 24, 2009

Buy ($175)

Topics covered: Working Through the Deleveraging Process, Weak Growth, Stabilization &amp, Spending Volumes, Restructuring, Pawn Industry, Legislative Changes, Future Profitability, Credit Industry, Credit Availability, Consumer Credit Quality, Bank Regulations

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Latest News

NASDAQ:CMPS — Why Compass Pathways Is Surging Following White House Executive Order
“Be Greedy When Others Are Fearful” Said Warren Buffett And These BDC Analysts Have The Picks
Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

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Most Popular Interviews

Buying on Market Overreactions: SS&C, Equifax and Cigna

Brent Fredberg

Published September 21, 2026 in Investing Strategies: Value

Companies covered: EFX CI SSNC

Buy ($25)

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Buy ($175)

Construction, Building Materials, Waste Management and Chemicals

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Topics covered: Investing Strategies: Mid Cap and Smid Cap

Buy ($175)

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CEO INTERVIEWS
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MONEY MANAGER INTERVIEWS
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ANALYST INTERVIEWS
Clariant and Air Products Could Benefit as Middle East Disruptions Ease
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APi Group and Ferguson Are Well-Positioned for AI Buildout Going Forward
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