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The Wall Street Transcript

The Wall Street Transcript is a paid subscription publication that features analyst, money manager and CEO interviews. Reports are published weekly, and tend to focus on one or two industries. They contain the views of money managers and analysts about the sector, as well as interviews with eight to fifteen CEOs of companies that operate in that industry.

Seeking Alpha provides extracts from the reports for our readers. We think they're valuable for two reasons. First, The Wall Street Transcript often highlights microcap and smallcap stocks that investors may not be aware of. And second, the CEOs often make comments about their industries that are valuable to investors in larger cap stocks as well.

The Wall Street Transcript's Latest Articles

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Interview with GreenHunter Energy
on Nov 12, 2008 about GRH
Interview with Nalco Holding Company
on Nov 10, 2008 about NLC
Investing in Utility Stocks
on Nov 03, 2008 about AYE, IDU, FE
Interview with Edenor SA's CFO
on Nov 03, 2008 about EDN
Outlook for Homebuilding Stocks
on Oct 27, 2008 about HOV, DHI, KBH
Interview with Medical Nutrition USA CEO Frank Newman
on Oct 27, 2008 about MDNU
Outlook for Semiconductor Component Companies
on Sep 14, 2008 about LSCC, ALTR, QCOM
Interview with BTU International CEO Paul van der Wansem
on Sep 14, 2008 about BTUI
Interview with Pressure BioSciences CEO Richard Shumacher
on Sep 08, 2008 about PBIO
Interview with OPKO Health VP Samuel Reich
on Sep 08, 2008 about OPK
Outlook for Staffing Stocks
on Aug 31, 2008 about HSII, RHI
Interview with Versar CEO Theodore Prociv
on Aug 31, 2008 about VSR
Interview with Ness Technologies CEO Sachi Gerlitz
on Aug 25, 2008 about NSTC
Outlook for Oil Services and Drilling
on Aug 25, 2008 about BJS, ACGY, BOLT
Interview with Lennox International CEO Todd Bluedorn
on Aug 18, 2008 about LII
Interview with Lifeway Foods CFO Edward Smolyansky
on Aug 18, 2008 about LWAY
Interview with Arena Resources CEO Phillip Terry
on Aug 12, 2008 about ARD
Outlook for Natural Gas Companies
on Aug 12, 2008 about PVA, EQT, SWN
Lululemon, J. Crew: Specialty Retail Growth Opportunities
on Aug 04, 2008 about LULU, JCG
Interview with Casey's General Stores CFO William Walljasper
on Aug 04, 2008 about CASY
Investing in Chinese Game Operators
on Jul 29, 2008 about SNDA, PWRD, NTES
An Interview with National Lampoon CEO Daniel Laikin
on Jul 28, 2008 about NLN
Bertolet Capital on Deep Discount Value Investing
on Jul 14, 2008 about HAFC, ETH, CLFC
Interview With Supertel Hospitality CFO Donavon Heimes
on Jul 14, 2008 about SPPR
An Interview With Cleveland BioLabs CEO Michael Fonstein
on Jun 23, 2008 about CBLI
An Interview With uBid.com CEO Jeffrey Hoffman
on Jun 16, 2008 about UBHI.OB
An Interview With Overstock.com CEO Patrick Byrne
on Jun 16, 2008 about OSTK
Portland General Electric CFO Speaks About His Company
on Jun 04, 2008 about POR
Spectra Energy CEO Speaks About His Company
on Jun 03, 2008 about SE
Ball Corporation CEO Speaks About His Company
on May 20, 2008 about BLL
Information Security Stock Picks
on May 12, 2008 about ENTU, HIFN
3 Contrarian Industrial Stock Picks
on May 05, 2008 about TTC, SNA, SWK

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
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