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Latest Reports

TWST Investing Strategies Report

January 26, 2009

Buy ($175)

Topics covered: Unique products, The price of oil, The global downturn, Strong growth potentials, Risk control, Realistic expectations, Potential covenant issues, Management, Major changes or trends, International Markets, Highly leveraged balance sheets, High dividend yields, Growing unemployment, Flexibility, Credit markets, Consistent growth, Commodity Cycles

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

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Latest News

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Most Popular Interviews

Thematic ETFs Target Consumer Niches, Longevity and AI Cybersecurity

Jeff Weniger

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: RACE ANF LULU ONON AMZN LLY MDT WELL BKNG MAR MRNA

Buy ($25)

Cannabis and Psychedelics Gain Momentum After Years of Setbacks

Dan Ahrens

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: CURLF GTBIF CMPS LLY JNJ ABBV TRLV GLAS DFTX HELP

Buy ($25)

Affluent Consumers Favor Experiences Over Traditional Luxury Purchases

Joanna Sawicka

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: LVMHF HESAF BURBY CFRHF RL UBS JPM RACE VIK LTH ABNB DAL UAL AAL ACDVF BKNG EXPE RCL CCL CHDRY

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Most Popular Reports

Sector and Thematic Investing Strategies

Published October 19, 2026

Topics covered: Sector and Thematic Investing Strategies

Buy ($175)

Transportation and Logistics

Published October 05, 2026

Topics covered: Transportation and Logistics

Buy ($175)

Investing Strategies: Value

Published September 21, 2026

Topics covered: Investing Strategies: Value

Buy ($175)

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CEO INTERVIEWS
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MONEY MANAGER INTERVIEWS
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ANALYST INTERVIEWS
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Freight Upcycle Gains Momentum as Capacity Tightens
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