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Latest Reports

Aerospace/Defense Report

August 28, 2006

Buy ($175)

Topics covered: The global aerospace market, Orchestrating the supply chain, Open skies agreements, OEMs and suppliers, Natural gas and energy prices, Military transformational programs, Military aerospace and the defense industry, Interior retrofit programs, Industrial gas turbine market, In-flight broadband service, Global security threats, Global airline boom, Fuel prices, Frequent point-to-point flying, Forging and casting, Commercial aircraft order flow, Boeing-Airbus duopoly

TWST Investing Strategies Report

August 21, 2006

Buy ($175)

Topics covered: Undervalued securities, Small cap value money management, Risk reduction strategies, REITs, Private equity funds, Mutual funds, Micro-Cap Companies, Large cap value funds, Investment risk, Hedge funds, Fund of funds, Chinese small cap market, Buy and hold strategy, Bottom-Up Investment Approach, Average hold periods

IT Services Report

August 21, 2006

Buy ($175)

Topics covered: Tiered providers, Systems integration, Remote infrastructure management, Offshore companies, Legacy systems, Legacy modernization, IT outsourcing, Human resource outsourcing, Government focused companies, ERP, Commercial companies, Client retention, Business process outsourcing

Electronic Equipment Report

August 21, 2006

Buy ($175)

Topics covered: Thermal management, Telehealth, Software defined radio solutions, RFID technology, Motive power systems, Microwave satellite components, Light-control technology, Hybrid electric vehicles, High-tech amplification, Electronic component products, Efficient energy storage, Disaster recovery, Defense and satellite communications market, Cashless payments, Advanced battery systems

TWST Investing Strategies Report

August 14, 2006

Buy ($175)

Topics covered: Valuation opportunities, Traditional growth sectors, Stock market volatility, Risk management techniques, Regulation, Laddered bonds, Higher valuation measures, Higher average of forecast growth rates, Dividends, Diversification, Current investment climate, Convertible assets, Contrarian investment strategies, Consumer oriented stocks, Bargain stocks, - Value-focused growth

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