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Latest Reports

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

TWST Investing Strategies Report

January 05, 2009

Buy ($175)

Topics covered: The risks, The credit markets, The balance sheet flexibility, Technology, Responsibility, Oil prices, New investment ideas, Intellectual property, Historical norms, Global Investing, Earnings predictability, Deflationary environment, Capital allocation

Insurance Report

January 05, 2009

Buy ($175)

Topics covered: Variable annuity business outlook, Treasury loan to AIG, Trader's market and pair trades, Stock recommendations, Regulatory outlook, Raising capital, Poor equity markets, Mergers and acquisition activity, Market Volatility, Management quality, Investor interest, Increase in claims, Impact of the credit crisis, Hoarding cash resources, Exposure to subprime and derivatives, Disability insurance, Default risk, Cutting expenses, Credit ratings, Access to TARP funds

TWST Investing Strategies Report

December 22, 2008

Buy ($175)

Topics covered: Volatility, The company's quality, Strong compound earnings growth, Straight pass-throughs, Non-US equity portfolios, New products, Liquidity, Good technology, Credit analysis, Collateralized mortgage obligations

Gold & Precious Metals Report

December 22, 2008

Buy ($175)

Topics covered: The supply and demand imbalances, The foreign markets, The current economic crisis, Solid balance sheets, Inflationary environment, Government and corporate bonds, Good growth prospects, Gold exploration, Foreign currencies, Commodity prices, Buying opportunities, Bear market strategies

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Latest News

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Most Popular Interviews

Interview with the CEO: Tradeweb Markets Inc. (NASDAQ:TW)

Billy Hult

Published July 30, 2026 in Retail, E-Commerce, Fintech and Payments

Companies covered: TW

Buy ($25)

Interview with the CEO: Expensify Inc. (NASDAQ:EXFY)

David Barrett

Published July 30, 2026 in Retail, E-Commerce, Fintech and Payments

Companies covered: EXFY

Buy ($25)

American Express Growth Holds Up Despite AI Fears

Dominick Gabriele

Published July 30, 2026 in Retail, E-Commerce, Fintech and Payments

Companies covered: V MA AXP SYF PYPL FISV JKHY FIS TOST XYZ RELY CPAY FLYW COIN CRCL BFH ADYYF ADYEY

Buy ($25)

Most Popular Reports

Retail, E-Commerce, Fintech and Payments

Published July 30, 2026

Topics covered: Retail, E-Commerce, Fintech and Payments

Buy ($175)

ESG & Sustainable Investing Strategies

Published July 16, 2026

Topics covered: ESG & Sustainable Investing Strategies

Buy ($175)

Banks

Published July 01, 2026

Topics covered: Banks

Buy ($175)

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CEO INTERVIEWS
Interview with the CEO: Tradeweb Markets Inc. (NASDAQ:TW)
Interview with the CEO: Expensify Inc. (NASDAQ:EXFY)
Interview with the President, CEO and Vice Chairman: WaFd Inc. (NASDAQ:WAFD)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
ESG Investor Says AI's Benefits Outweigh Its Energy Costs
Global Sustainable Bond Fund Prioritizes Low Volatility, Strong Governance
AI Hardware Pullback Creates Buying Opportunity for Quality Names
ANALYST INTERVIEWS
American Express Growth Holds Up Despite AI Fears
Dick’s Sporting Goods Rides Tailwinds From Sports and Collectibles
Improving Execution and Merchandising Position Target for Growth
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