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Latest Reports

Industrial Electrical Report

July 16, 2007

Buy ($175)

Topics covered: Wire and cable, US auto manufacturers, Raw material price increases, Long-term trends, International Growth, Industrial production growth, Increased stock buybacks, Electronics supply chain, Electrical equipment space, Durable goods, Capacity utilization levels, Backlogs

C. E. Unterberg, Towbin Emerging Growth Conference Issue

July 10, 2007

Buy ($175)

Topics covered: Wide Area Network acceleration &amp, VOIP communications, Virtualization, Solar cells, Single-chip designs, optimization, Navigation systems and devices, Military radio systems, IPTV, GPS chips, Digital TV, Defense and diversified technology, Consumer electronics market, Commoditization and pricing pressures, Cable, Broad line semiconductors, Blast-protected vehicles

TWST Investing Strategies Report

July 09, 2007

Buy ($175)

Topics covered: Valuation-sensitive stocks, Utilities stocks, Turnaround Situations, Media companies, GDP expectations, Fixed Income Markets, Energy prices, Assessing management teams

Publishing Report

July 09, 2007

Buy ($175)

Topics covered: Specialized magazines, Private equity trends, Online revenues, Old media activity, Newspaper circulation decline, New media initiatives, Marketing analytics firms, Classified advertising, Antitrust issues

Paper & Forest Products Report

July 09, 2007

Buy ($175)

Topics covered: Wood products arena, US housing market, Spring/summer building season, Pulp markets, Pricing expectations, Mill closures, Fine paper market, Demand and capacity in China, Commodity prices, Canadian dollar value

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Paula Glick

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