Donna Jaegers
Janco
Partners, Inc. |
Telecommunications Services Report: 07.21.08
Telecommunications Services Report - 68 pages of exclusive interviews, featuring:
Roundtable Forum: Telecommunications Services - Donna Jaegers, Janco Partners, Inc.; Michael Nelson, Stanford Group Company
Telecom Services Companies - Timothy Horan, Oppenheimer & Co., Inc.
Off the Record: Communications Services - Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews - Alaska Communications Systems Group, Inc., Clearfield, Inc., Cogent Communications Group, Inc., ConectiSys Corporation, Cortelco Systems Puerto Rico, Inc., Cyber Digital, Inc., Ditech Networks, Inc., ERF Wireless, Inc., Global Telecom & Technology, Inc., Globalstar, Inc., GTX Corp, Hemisphere GPS Inc., Hostopia.com Inc., Jingwei International Limited, Juma Technology Corp., WPCS International Incorporated
Topics covered include: Valuation vulnerabilities - Dividend payments - Regulatory outlook - CLECs vs. Bells - Problems at Sprint - Competition with cable - Wireless substitution - Growth in data services - New technologies - Ethernet - Changes in linear video model - Cash flow and cap ex - M&A activity - Outlook for RLECs - Reverse auctions - Differentiated service offerings - Investor interest in the sector - Stock recommendations - Stocks to worry about
Companies mentioned include: Sprint Nextel (S); AT&T (T); Verizon Communications (VZ); SAVVIS (SVVS); MetroPCS (PCS); Windstream (WIN); Embarq (EQ); Time Warner Telecom (TWTC); PAETEC (PAET); CenturyTel (CTL); Citizens (CZN); Equinix (EQIX); Cbeyond (CBEY); Cogent (CCOI); QUALCOMM (QCOM); Level 3 (LVLT).
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Larry D. Coats Jr.
Oak Value Capital
Management, Inc. |
TWST Investing Strategies Report: 07.21.08
TWST Investing Strategies Report - 21 pages of exclusive interviews, featuring:
Investing in Sustainably Advantaged Businesses - Larry D. Coats Jr., Oak Value Capital Management, Inc.
Energy Opportunities Strategy - L. Farrell Crane Jr., Orleans Capital Management
Derivative-Driven Alternative Strategies - Tom Sosnoff, thinkorswim Advisors, Inc.
Topics covered include: The economic environment - Risk management - Value investment approach - The Balance Sheet - Renewable and alternative energy - Valuation metrics - International growth - The energy boom - High probability derivatives - The sell discipline - The investment side of energy
Companies mentioned include: Berkshire Hathaway (BRK.A); Cadbury (CBY); Diageo (DEO); Coach (COH); Tiffany & Co. (TIF); Oracle (ORCL); eBay (EBAY); Microsoft (MSFT); Cisco (CSCO); Medtronic (MDT); Zimmer Holdings (ZMH); Johnson & Johnson (JNJ); Apollo Group (APOL); Aflac (AFL); American Express (AXP); Aon (AOC); Moody’s (MCO); 3M (MMM); United Technologies (UTX); DuPont (DD); Praxair (PX); National Oilwell Varco (NOV); Schlumberger (SLB); Weatherford (WFT); Transocean (RIG); Exxon (XOM); Chevron (CVX); BP (BP); Petrobras (PBR); Halliburton (HAL).
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Paul E. Adornato
BMO Capital
Markets Corp. |
Real Estate Investment Trusts Report: 07.14.08
Real Estate Investment Trusts Report - 66 pages of exclusive interviews, featuring:
Roundtable Forum: Real Estate Investment Trusts - Paul E. Adornato, BMO Capital Markets Corp.; Jerry L. Doctrow, Stifel, Nicolaus & Company, Inc.; David Loeb, Robert W. Baird & Co. Inc.
CEO Interviews - American Realty Investors, Inc., Associated Estates Realty Corporation, CapLease, Inc., Cedar Shopping Centers, Inc., DCT Industrial Trust Inc., Digital Realty Trust, Inc., Gyrodyne Company of America, Inc., Health Care REIT, Inc., Hersha Hospitality Trust, Highwoods Properties, Inc., InnSuites Hospitality Trust, Investors Real Estate Trust, Supertel Hospitality, Inc., Weingarten Realty Investors
Topics covered include: Outlook for healthcare REITs - Outlook for hotel REITs - Relative valuations - Credit risks - M&A activity - International real estate funds - Foreign investors in REITs - Balance sheet issues - Capital recycling - Dividend yields - Stock recommendations - Stocks to worry about
Companies mentioned include: Health Care REIT (HCN); Omega Healthcare Investors (OHI); Healthcare Realty (HR); Host Hotels & Resorts (HST); Interstate Hotels & Resorts (IHR); Acadia Realty (AKR); First Industrial (FR); Hersha Hospitality (HT); Ashford Hospitality Trust (AHT); Equity One (EQY).
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John E. Deysher
Bertolet
Capital LLC |
TWST Investing Strategies Report: 07.14.08
TWST Investing Strategies Report - 27 pages of exclusive interviews, featuring:
Deep Discount Value Investing - John E. Deysher, Bertolet Capital LLC
Investing in High Quality Securities - James D. King & Terry L. Morris, National Penn Investors Trust Company
Investing in Smid-Cap Growth Stocks - Thomas Henwood, OMT Capital Management
Multi-Cap Core Investing - Tom Peckosh, Dubuque Bank & Trust
Terror-Free & Socially Responsible Investing - David C. Jordan, Tributary Capital Management, LLC
Topics covered include: Asset values - Earnings power - The deep discount value approach - Depressed operating results - Capable management - Good governance - The strong balance sheet - Big insider ownership - High quality securities - Stable and predictable earnings growth - Consumer discretionary stocks - The intrinsic value - Conservative valuations - The defensive investment approach - The weak US economic environment
Companies mentioned include: Hilltop Holdings (HTH); Sovereign Bancorp Preferred (SOV); U.S. Bancorp (USB); Marshall & Ilsley (MI); State Street (STT); Fannie Mae (FNM); Freddie Mac (FRE); Johnson & Johnson (JNJ); Pfizer (PFE); Hewlett-Packard (HPQ); Agilent (A); Synopsys (SNPS); Citrix Systems (CTXS); Vishay Intertechnology (VSH); Nam Tai Electronics (NTE); Transocean (RIG); Inverness Medical (IMA); CarMax (KMX); Sourcefire (FIRE); Check Point Software (CHKP); Citrix (CTXS); Arris (ARRS); Verizon (VZ); Comcast (CMCSA); Carter's (CRI); Alliance Data Systems (ADS); eHealth (EHTH); Aetna (AET); T. Rowe Price (TROW); Aflac (AFL); Home Depot (HD); Staples (SPLS); McGraw-Hill (MHP); Darden Restaurants (DRI); Wrigley (WWY).
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Donald A. Worthington
Howe Barnes Hoefer
& Arnett, Inc. |
Western Banks Report: 07.07.08
Western Banks Report - 48 pages of exclusive interviews, featuring:
Roundtable Forum: Western Banks - Tim Coffey, FIG Partners, LLC; Brett Rabatin, FTN Midwest Securities Corp; Donald A. Worthington, Howe Barnes Hoefer & Arnett, Inc.
Off the Record: Western Banks - Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews - Bank of Marin Bancorp, Beverly Hills Bancorp, Inc., First State Bancorporation, Imperial Capital Bancorp, Inc., K-Fed Bancorp, NCAL Bancorp, Oak Valley Community Bank, The Bank Holdings, Westamerica Bancorporation, Wilshire Bancorp, Inc.
Topics covered include: Credit quality problems - Revenue generation - Level of reserves - Construction and land loans - C&I and commercial real estate portfolios - Restraints on lending - Capital availability - California DFI and state regulators - Cost cutting measures - Streamlining systems and back office operations - Foreclosures and non-interest expenses - M&A activity drought - Metro urban market banks - Outlying area bank outlook - Investor interest - Management performance - Texas banks - California banks - Hawaii banks - Pacific Northwest banks - Stock recommendations - Stocks to worry about
Companies mentioned include: Bank of Hawaii (BOH); Bridge Capital Holdings (BBNK); First California Financial (FCAL); Pacific Continental (PCBK); Central Pacific Financial (CPF); Heritage Commerce (HTBK); City National (CYN); Sterling Bancshares (SBIB); First Financial Bankshares (FFIN); Frontier Financial (FTBK); AmericanWest (AWBC); East West Bancorp (EWBC); UCBH Holdings (UCBH); Capital Corp. of the West (CCOW).
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Jordan Kimmel
The Magnet Investment
Group LLC |
TWST Investing Strategies Report: 07.07.08
TWST Investing Strategies Report - 21 pages of exclusive interviews, featuring:
Investing in Superlatives - Jordan Kimmel, The Magnet Investment Group LLC
Investing in Energy Commodities & Futures - John W. Holsinger, Potomac Advisors, Inc.
Global Growth Investing - David H. M. Baker, North American Management
Topics covered include: Bottom-line earnings - Mediocre returns and performance - The accelerating cash flow - Valuation - Earnings models - The balance sheet - The top-down and bottom-up investment approach - Recession - The asset allocation - Global markets - Weak dollars - Energy trading - The tradable commodities - Currencies - Stock index futures
Companies mentioned include: Atlas Energy Resources (ATN); OSG America (OSP); Teekay LNG (TGP); Natural Resource Partners (NRP); Aqua America (WTR); Overseas Shipholding Group (OSG); SPDR Gold ETF (GLD); Brazilian Real Fund (BZF); Indian Rupee Fund, (ICN); Chinese Yuan Fund (CYB); General Electric (GE); Cascal (HOO).
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