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Latest Reports

Transportation Report

March 24, 2008

Buy ($175)

Topics covered: Ways to spend strong cash flows, Truckload capacity issues, Tightening supply and demand, Stocks to worry about, Stock recommendations, Regulatory outlook, Reductions in truckload fleet size, Railroad volumes, Railroad re-regulation?, Price fixing in air freight, M&A Activity, LTL plays, LTL acquisitions Integrated global logistics, International business, Impact of high oil prices, Fuel surcharges, Exports of used trucks, Controlling costs, Consumer consumption weakness, Cargo transportation revenue growth, Asia to Europe traffic

Internet Infrastructure Report

March 24, 2008

Buy ($175)

Topics covered: Virtualization, Tightening of spending, The sector outlook, The economic slowdown, Systems management, Storage, Service contracts, Security and infrastructure, Price compression, Networking, IT spending, Internet infrastructure companies, Internet data, Infrastructure software, Health IT, Data centers, Consolidation, Bandwidth, Akamai

TWST Investing Strategies Report

March 17, 2008

Buy ($175)

Topics covered: Unrecognized growth characteristics, Trading liquidity, The US economic slowdown, The mid-cap universe, The cyclical market of Taiwan, The condition of the US and European banking systems, Companies growing revenues and earnings

Invest Northwest 2008 Conference Report

March 17, 2008

Buy ($175)

Insurance & Insurance Brokers Report

March 17, 2008

Buy ($175)

Topics covered: Stronger agent recruitment, Stocks to worry about, Stock recommendations, Risky invested asset classes, Retirement products and long-term care, Regulatory outlook, Pension Protection Act of 2006, Organic cash flows, Net pressure on investment income, Management changes and performance, M&A Activity, Investor interest, International operations, Impact of wide credit spreads, Expanded markets

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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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