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Latest Reports

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

TWST Investing Strategies Report

December 15, 2008

Buy ($175)

Topics covered: The Mexican market, The housing market, The domestic demand, The credit and financial crisis, The Chinese banking system, Tax revenues, Interest rate risk, High quality stocks, Frontier markets, Credit Availability, Commodity prices, Attractive investment opportunities, Asset Allocation

Engineering & Construction Report

December 15, 2008

Buy ($175)

Topics covered: Stock picks, Management performance, Investor attitudes, International business, Infrastructure spend to stimulate the economy, Industry consolidation, Hedge fund investment in E&C, Expanding geographies, End markets, Electric transmission names, Credit facilities, Companies with fixed price contracts, Companies to worry about, Cap ex cuts, Balance sheet issues

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