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Latest Reports

C.E. Unterberg, Towbin Specialty Pharmaceutical Conference

October 26, 2004

Buy ($175)

Topics covered: Valuations, Using safety data, Specialty pharma, Role of R&D, Regulatory approval standards, Product development, Offsetting production costs, Investor interest, Growth rate expectations, Generics sector

TWST Investing Strategies Report

October 25, 2004

Buy ($175)

Topics covered: Turnover strategy, Tax efficiency, Steel in China, REITs, Price to sales ratios, Oil pricing, Nesbitt Burns Small Cap Index, IPOs in Canada, GAAP pension accounting, Fixed income management, Diabetic testing supplies space, Department of Justice activity, Contrarian investing, Consumer discretionary, Arbitrage

Property & Casualty Insurance Report

October 25, 2004

Buy ($175)

Topics covered: Rating agencies, Rate increase pace, Pricing expectations, M&A Activity, Loss-mitigation techniques, Impact of litigation, Hurricane activity, Excess and surplus lines, Capacity restriction, Bermuda, Asbestos and environmental liabilities

Diagnostic Tools & Services Report

October 25, 2004

Buy ($175)

Topics covered: Regulatory hurdles, Obesity, Interventional cardiology, International pricing, HIV testing, EPS growth, Cost expectations, Cardiac rhythm management

TWST Investing Strategies Report

October 18, 2004

Buy ($175)

Topics covered: Volatile asset classes, Technology companies, Russia, Royalty trusts, Moderating market volatility, Future cash flow projection, Exit strategy, Energy space, Emerging Markets, Building risk-controlled portfolios

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