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Latest Reports

Packaged & Processed Foods Report

March 12, 2007

Buy ($175)

Topics covered: Rising corn prices, Restaurant usage trends, Product pipeline, Packaging cost environment, Full-year numbers analysis, CPG space, Cost pressures, Agricultural ingredients

TWST Investing Strategies Report

March 05, 2007

Buy ($175)

Topics covered: S&P sectors, Revenue growth potential, Market caps, Market capitalization, Long-term secular changes, Investment portfolio management, International holdings, Intangible assets, Information and services-based economy, Growth and value investment styles, Financial planning, Earnings growth expectation, Competitiveness, Business cycle positioning

Semiconductors Report

March 05, 2007

Buy ($175)

Topics covered: Vista-driven opportunities, Stock picks, Secular pricing pressures, Rate of spending, Private equity deals, PC and handset growth prospects, medical and industrial end market growth, M&A Activity, Inventory levels, Increased silicon intelligence, Emerging Markets Growth, Electronic system growth, Decline in ASPs, Capacity utilization, Auto, ASP cyclicality

TWST Investing Strategies Report

February 26, 2007

Buy ($175)

Topics covered: Taxable equivalent returns, Oil producer, Money-transfer services, Money market fund, Long-term municipal bonds, High-end information technology and engineering staffing, High-definition broadcast, High quality financial stocks, Growth-oriented alternative energy stock, Big cap stocks, AAA-rated healthcare companies

Royalty Trusts & Income Funds Report

February 26, 2007

Buy ($175)

Topics covered: Taxable environment, Tax Fairness Plan, Royalty trust space, Retail-structured product, Quality E&P assets, pipeline-type MLPs, Oil and gas producing assets, Midstream, Liquidation-type strategy, Income-oriented investor, E&P space, Debt-adjusted cash flow basis, Cash flow forecasts, Capital-intensive industry, Acquisition-type model

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Latest News

NASDAQ:CMPS — Why Compass Pathways Is Surging Following White House Executive Order
“Be Greedy When Others Are Fearful” Said Warren Buffett And These BDC Analysts Have The Picks
Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

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Most Popular Interviews

Buying on Market Overreactions: SS&C, Equifax and Cigna

Brent Fredberg

Published September 21, 2026 in Investing Strategies: Value

Companies covered: EFX CI SSNC

Buy ($25)

Lennar and KKR: Quality Businesses Trading at Attractive Valuations

Larry Pitkowsky
Artie Kwok

Published September 21, 2026 in Investing Strategies: Value

Companies covered: LEN MRP KKR

Buy ($25)

Beaten Down Valuations Create Buying Opportunities in U.S. Healthcare

Nick Kirrage

Published September 21, 2026 in Investing Strategies: Value

Companies covered: ELV CNC MOH FDS TX

Buy ($25)

Most Popular Reports

Investing Strategies: Value

Published September 21, 2026

Topics covered: Investing Strategies: Value

Buy ($175)

Construction, Building Materials, Waste Management and Chemicals

Published September 04, 2026

Topics covered: Construction, Building Materials, Waste Management and Chemicals

Buy ($175)

Investing Strategies: Mid Cap and Smid Cap

Published August 13, 2026

Topics covered: Investing Strategies: Mid Cap and Smid Cap

Buy ($175)

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CEO INTERVIEWS
Interview with the President and CEO: Trex Company Inc. (NYSE:TREX)
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SECTOR ROUNDTABLES
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Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Buying on Market Overreactions: SS&C, Equifax and Cigna
Lennar and KKR: Quality Businesses Trading at Attractive Valuations
Beaten Down Valuations Create Buying Opportunities in U.S. Healthcare
ANALYST INTERVIEWS
Clariant and Air Products Could Benefit as Middle East Disruptions Ease
Qnity’s Electronic Chemicals Franchise Looks Undervalued
APi Group and Ferguson Are Well-Positioned for AI Buildout Going Forward
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