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Latest Reports

TWST Investing Strategies Report

June 04, 2007

Buy ($175)

Topics covered: REITs, Railroads, Mid-cap securities, Market neutral strategy, IPO pricing, Hedged mutual funds, Dividend strategy, Derivatives, Covered calls, Chinese stocks

Enterprise Software Report

June 04, 2007

Buy ($175)

Topics covered: Web content management, Valuations in software, Spending trends, On-demand solutions, IT infrastructure expectations, Demand in security space, CRM applications, Buyback activity, BI analytics space

Engineering & Construction Report

June 04, 2007

Buy ($175)

Topics covered: Utility infrastructure, Non-residential construction, New highway contract awards, LNG (liquefied natural gas), Labor shortages, Industry fragmentation, Housing slowdown, General buildings market, Engineer salaries, Demand in the refinery space

TWST Investing Strategies Report

May 28, 2007

Buy ($175)

Topics covered: Tax management, Residential housing market bubble, Re-IPOing, Legacy costs, Internet stocks, Crude oil pricing, Closet indexing, Buyout modeling, Advertising spending in China

Education Report

May 28, 2007

Buy ($175)

Topics covered: Regulatory issues, Online education space, Higher Education Act, Geopolitical risks, Enrollment trends, Conflicts of interest in student loans, Campus infrastructures, Accreditation

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