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Latest Reports

TWST Investing Strategies Report

October 16, 2006

Buy ($175)

Topics covered: Typical high yield bond, Quality top-down strategy, Mixed equity-focused portfolio, Investment climate for high yield securities, Globalization of fixed income markets, Global equity fund

Canadian Natural Resources Report

October 16, 2006

Buy ($175)

Topics covered: Strong Currency, Special dividends, Special acquisitions, Share buybacks, Rapidly falling demand, Rapidly declining and depressed pricing, Private timberlands, Private money, Lumber producers, Large pools of capital, Fail-safe method, Earnings momentum, Dividend reinstatements, Canadian paper and forest products, Building material producers

TWST Investing Strategies Report

October 09, 2006

Buy ($175)

Topics covered: Medical equipment, Long-term shareholder, Lighting, insight, Global and international equities, Excellent cash flow in liquor business in UK, Energy commodity prices, Domestic heavy oil conversion capacity, Consumer Electronics, Combination of risk-taking, and ability

Nanotechnology Report

October 09, 2006

Buy ($175)

Topics covered: Unique properties of materials, National Nanotechnology Initiative (NNI), Nanoscale materials, Microchip/semiconductor market, Latest source of innovation, Electronic circuits

Enterprise Application Software Report

October 09, 2006

Buy ($175)

Topics covered: Verticalized applications, Supply chain management (SCM), Proactive chat, Open source market, On-premise solution, On-demand software, Mid-market ERP, Human capital management, Enterprise resource planning (ERP), Customer relationship management (CRM), Analytics

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Latest News

It’s Not About Diesel Prices Increasing Costs for Trucking Companies, It’s About AI Increasing Productivity
NASDAQ:CMPS — Why Compass Pathways Is Surging Following White House Executive Order
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Most Popular Interviews

Thematic ETFs Target Consumer Niches, Longevity and AI Cybersecurity

Jeff Weniger

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: RACE ANF LULU ONON AMZN LLY MDT WELL BKNG MAR MRNA

Buy ($25)

Cannabis and Psychedelics Gain Momentum After Years of Setbacks

Dan Ahrens

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: CURLF GTBIF CMPS LLY JNJ ABBV TRLV GLAS DFTX HELP

Buy ($25)

Affluent Consumers Favor Experiences Over Traditional Luxury Purchases

Joanna Sawicka

Published October 19, 2026 in Sector and Thematic Investing Strategies

Companies covered: LVMHF HESAF BURBY CFRHF RL UBS JPM RACE VIK LTH ABNB DAL UAL AAL ACDVF BKNG EXPE RCL CCL CHDRY

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Most Popular Reports

Sector and Thematic Investing Strategies

Published October 19, 2026

Topics covered: Sector and Thematic Investing Strategies

Buy ($175)

Transportation and Logistics

Published October 05, 2026

Topics covered: Transportation and Logistics

Buy ($175)

Investing Strategies: Value

Published September 21, 2026

Topics covered: Investing Strategies: Value

Buy ($175)

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CEO INTERVIEWS
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SECTOR ROUNDTABLES
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MONEY MANAGER INTERVIEWS
Thematic ETFs Target Consumer Niches, Longevity and AI Cybersecurity
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ANALYST INTERVIEWS
Intermodal Providers Could Benefit Most From Union Pacific-Norfolk Southern Merger
Freight Upcycle Gains Momentum as Capacity Tightens
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