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Latest Reports

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

Medical Diagnostics Report

August 14, 2006

Buy ($175)

Topics covered: Strategic partners, Specialized Health Services, Mergers & acquisitions, Medical laboratories & research, Medical devices, Market for chemistries, Joint ventures, Investor relations, Investment metrics, Informatics, Government policy, Future strategies, Correctional health care, Biotechnology, Biomarkers, Alliances & partnerships

Industrial Manufacturing Report

August 14, 2006

Buy ($175)

Topics covered: Tremendous level of profitability, Opportunities outside the US market, Mid-single digit range, Mid-cycle Environment, Mid to late-cycle demand of markets, GDP growth, EPS visibility, Double-digit sales growth, Decelerating growth rates, Cyclical exposure, Aquisition activities

TWST Investing Strategies Report

August 07, 2006

Buy ($175)

Topics covered: Tax efficiency, Tactical and thematic strategies, Risk management controls, Quantitative Investing, Positive return consistency, Performance netting, Multi-strategy funds, Market neutral funds, Market exposure, Liquid securities, Index exposure, Hedge fund industry, ETF Research, Diversification, Actively managing downside risk, Absolute value investors

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Latest News

It’s Not About Diesel Prices Increasing Costs for Trucking Companies, It’s About AI Increasing Productivity
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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

Buy ($25)

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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MONEY MANAGER INTERVIEWS
Thematic ETFs Target Consumer Niches, Longevity and AI Cybersecurity
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ANALYST INTERVIEWS
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Freight Upcycle Gains Momentum as Capacity Tightens
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