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Latest Reports

Oil & Gas Exploration & Production Report

January 26, 2009

Buy ($175)

Topics covered: Supply corrective process, Stock picks, Risk factors, Price hedging, Political impact of new Administration, OPEC and supply issues, Oil shale exploration, M&A Activity, Investor interest, E&P activity, Drilling activity outlook, Decline in cap ex spending, Cyclicality factors, Constraints in future exploration, Commodity prices, Changes in cost environment, Balance sheet issues, Attractive Valuations

TWST Investing Strategies Report

January 19, 2009

Buy ($175)

Topics covered: Volatility, The global economic slowdown, The catalyst for growth, Political risk in the Thai market, Oil prices, Management Teams, M&A activities, International Markets, Healthcare outsourcing, Extensions of existing products, Diversification, Asian markets, Alternative Energy

Real Estate Investment Trusts Report

January 19, 2009

Buy ($175)

Topics covered: Stock picks, Stock dividends, Retail bankruptcies, Pickup in transactions, Outlook for commercial real estate, Occupancy rates, Non-real estate owning REITs, Long-term leases, Investor interest, Increased vacancies, Financing environment, Consolidation, Buybacks of preferred and converts

TWST Investing Strategies Report

January 12, 2009

Buy ($175)

Topics covered: The oversold market, The government bond market, Securities analysis, Risk controls, Liquidity, Inflation expectations, Government involvement, Global economies, Extreme volatility, Dominant global leaders, Credit Quality, Buying opportunities, Attractive Valuations

Telecommunications Equipment Report

January 12, 2009

Buy ($175)

Topics covered: Wireline and wireless capital equipment outlook, Stock picks, Small cap companies, Sales of smartphones expected to slow, New telecom technologies, LTE ecosystem & 4G, Investor interest, Impact of China's downturn, Handset subsidies, Decline in handset sales, Cash flow generation for service providers, Bandwidth spectrum auctions, 3G enabled netbooks

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Paula Glick

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