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Latest Reports

Broadcasting Report

November 06, 2006

Buy ($175)

Topics covered: The media sector, Technological innovations, Satellite radio competition, Radio, Private equity money in broadcasting, Expense management, Cable operators, Billboard industry, Auto advertising

TWST Investing Strategies Report

October 30, 2006

Buy ($175)

Topics covered: The intermediate bond market, Taxable fixed income style, Medicare Part D program, Large cap growth/value (GARP), Income trusts in Canada, Healthcare stocks, Geopolitical risk factors, Federal Reserve activity, ETF funds, Buying gold, Buy and hold strategy

Biotechnology Report

October 30, 2006

Buy ($175)

Topics covered: Oncology space, Market cap rotation, Increase in M&A activity, Immunomodulatory drugs, FDA regulatory process, Emerging technologies, Commercial focus in biotech, Cancer treatments, Backdating issues

TWST Investing Strategies Report

October 23, 2006

Buy ($175)

Topics covered: Strategic Asset Allocation, Socially Responsible Investing, Rotation strategies, Retirement planning, Regulatory environment in Germany, Mortgage refinancing, Lowering portfolio volatility, GARP, Diversification in the Canadian market, Canadian equities

REITs Report

October 23, 2006

Buy ($175)

Topics covered: Yields on acquisitions, Valuation patterns, The flex office space, Tax loss selling, Supply of new multi-family units, Returns on development projects, Rental demographics, Oil and gas price impact, Mortgage REITs, Fund allocations from hedge funds

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NASDAQ:CMPS — Why Compass Pathways Is Surging Following White House Executive Order
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Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

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Most Popular Interviews

Mitigating SMID-Cap Risk With a Quality-First Approach

Brian T. Kute

Published August 13, 2026 in Investing Strategies: Mid Cap and Smid Cap

Companies covered: NVT CRL AVY UMBF

Buy ($25)

Snowflake Sits at the Center of Enterprise AI

Sonu Chawla

Published August 13, 2026 in Investing Strategies: Mid Cap and Smid Cap

Companies covered: SNOW TDC ORCL CW CRS IBKR EVR CBRE

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Waste Connections, Rocket Mortgage Offer a Different Way to Play AI

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Donald Easley

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Most Popular Reports

Investing Strategies: Mid Cap and Smid Cap

Published August 13, 2026

Topics covered: Investing Strategies: Mid Cap and Smid Cap

Buy ($175)

Retail, E-Commerce, Fintech and Payments

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Topics covered: Retail, E-Commerce, Fintech and Payments

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ESG & Sustainable Investing Strategies

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Topics covered: ESG & Sustainable Investing Strategies

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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
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Roundtable Forum:optimism Despite Uncertainty In For-profit Education
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MONEY MANAGER INTERVIEWS
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Waste Connections, Rocket Mortgage Offer a Different Way to Play AI
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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