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Latest Reports

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

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

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