Message-ID: <32178734.1075861397528.JavaMail.evans@thyme> Date: Mon, 26 Nov 2001 22:07:52 -0800 (PST) From: 1.10969419.-2@multexinvestornetwork.com To: harry.arora@enron.com Subject: November 27, 2001 - Stimulating times Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.10969419.-2@multexinvestornetwork.com> X-To: Arora, Harry X-cc: X-bcc: X-Folder: \HARORA (Non-Privileged)\Arora, Harry\Deleted Items X-Origin: Arora-H X-FileName: HARORA (Non-Privileged).pst Read what independent analyst Charles Payne has to say about potential market stimuli for the week. We also feature a report from columnist Dave Sterman, who discusses Internet stocks with momentum; among our featured analyst research, independent firm 123Jump.com examines Internet stocks with cash to spare. Members can also take advantage of an opportunity to sign up for free reports from Morgan Stanley and read about Web infrastructure firm Loudcloud (LDCL), among others. You can also link directly to our research page, which features synopses of broker and free reports, by clicking here: http://www.multexinvestor.com/article.asp?docid=4554&nd=1127 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Turn the Nasdaq recovery into 100% gains in six weeks! ChangeWave stocks are up 25% to 112% since October. Are you getting your fair share? Make 2002 the bounce back year you have been wishing for. Get 3 FREE chapters of the brand new best seller ChangeWave 2.0 online at: http://www.changewave.com/b/11/nov9/ ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT STRATEGIES Stimulus is the key going forward Investors themselves, and not any single outside force, may generate a further market rally. By Charles Payne, founder, CEO, and principal analyst, Wall Street Strategies With Thanksgiving smack dab in the middle of the week, it was hard determining what the market wanted to do or where investors' heads were at. After all, the market seemed to be running on empty until the holiday-shortened Friday session, when the market zoomed. Of course, sticking with the engine analogy, nay-sayers will say that the market was just rolling downhill, benefiting from an abbreviated session that saw lighter-than-normal volume. I would agree that Fridays session wasnt an apples-to-apples comparison with regular sessions--it was more like running a soapbox derby racer versus an open-wheel Indy-type car that the market typically runs during a full session. According to those folks that dont believe in the current market rally, Fridays results were amusing and even entertaining, but of no enduring value. It would be easy to write the session off as a day-race that held little value in the grand scheme of things, but that would be a big mistake. In the soapbox derby, gravity draws the homemade racers down a modest hill. The same could have happened to stocks on Friday. Instead stocks climbed up that same modest hill. Stocks defied both gravity and the naysayers by trading higher and higher as the day went on. There is a message in that achievement: I think it tells us that when left to its own devices, the market wants to rally higher. Sure, when there are earnings reports, economic data, brokerage downgrades, wars, unemployment, fear, and warnings from corporate America, the race becomes akin to handling a high-performance race car and turning corners at 180 miles an hour. It isnt as easy as it looks. Click here to read more. http://www.multexinvestor.com/article.asp?docid=4549&nd=1127 2. INVESTMENT IDEAS Models of success? Surviving Internet players have better business models, but share prices may still be too high for some. By Dave Sterman In a few weeks, 2001 will come to a close, putting the wraps on a forgettable year for the Internet sector. Many firms have already headed for bankruptcy, and other weaker players are also expected to shutter operations later in the winter. But investors are clearly focusing on the eventual winners in the Internet space, as share prices for healthier companies have been soaring in recent weeks. This week, we went looking for net stocks that are still growing and appear firmly in the "survivor" category. We specifically looked for Web-oriented companies that are boosting sales at a heady clip. As the accompanying table shows, these stocks have also seen their shares rise sharply, leading to the question: are they still a bargain? Click here to read more. http://www.multexinvestor.com/article.asp?docid=4547&nd=1127 WORD FROM OUR SPONSOR -------------------------- American Century: Is Social Security Enough? For most people, Social Security will only supplement retirement income, not provide for it completely. http://www.americancentury.com/mi/nsltr36.html ======================== Sponsored by ========================= Try eSignal for 30 days and discover the advantage you've been missing: Reliable, real-time streaming market quotes, charts, news, fundamentals, advanced alerts, direct connectivity to the exchanges, integrated trading with top brokerages, a FREE newsletter, unparalleled support and more! http://www.esignal.com/web/12161.asp ============================================================== Broker and third-party reports ----------------------------------------- 1. TODAY'S SPECIAL REPORT Robertson Stephens reports on the current state of the nation's 4 regional bell operating companies. A collective and individual take on BellSouth (BLS), Verizon (VZ), Qwest (Q), and SBC (SBC) is provided, as well as investment conclusions. Valuation, long-distance, DSL/data service, wireless, and competition are discussed. (80-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=25610009&nd=1127 2. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC World Markets discusses its view of cable and satellite television providers. CIBC explains its positions on both the cable and satellite sectors. It identifies its favorite cable company and one its finds "increasingly interesting," and discusses the proposed EchoStar (DISH)/GM- Hughes (GMH) merger. (21-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25575286&nd=1127 3. WHAT'S HOT? Prudential Securities explains why communications chip investors should watch government spending. In this report, a discussion of how new government spending trends could have an impact on companies producing communications semiconductors. Affected companies as well as positive and negative scenarios are discussed. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25557033&nd=1127 4. INVESTORS' CHOICE: 3-DAY FAVORITE Standard & Poors profiles the NYSE's most capitalized company, General Electric (GE). S&P provides an overview, business summary, and industry outlook for GE. Also included in the report, a peer group comparison, recent news headlines, Wall Street analysts' consensus opinions, and S&P's fair value for the stock. (5-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=407622&nd=1127 5. THIRD-PARTY REVIEW 123Jump.com makes the case for several cash-healthy Internet stocks. Five stocks are identified with strong growth potential in addition to attractive cash positions at present. Caution is urged with regards to companies with potentially high burn rates and unsustainable growth prospects. (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25536903&nd=1127 ======================== Sponsored by ========================= The Telecomm Analyst: Wall Street's daily and weekly industry outlook Multex's The Telecomm Analyst features daily telecommunications-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTTA.asp To be sure you receive your TTA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Market Edge's Tom Ventresca explains how to profit from industry group analysis. Ventresca discusses how Market Edge's proprietary Power Ratings system can help you identify the strongest stocks in the strongest sectors. Can this system boost your portfolio returns? You can pose him questions until Wed., Nov. 28. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=1127 Register to receive a FREE weekly market commentary and FREE trial! Get unbiased, computer generated BUY-HOLD-SELL opinions on 4,700 stocks and more. No credit card needed. Click Here http://www.marketedge.com/multex.asp?Location=3. 2. ASK THE EXPERT American Century Investment's Karen Burnett talks about choosing a retirement plan for your business. Choosing a retirement plan for your business or yourself is one of the most important financial decisions you will make. Karen Burnett of American Century Investments will take your questions until Thurs., November 29. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=1127 3. TONIGHT'S LIVE EVENT Chat LIVE TONIGHT at 8:00pm ET and learn about creating your own private pension. Tonight at 8:00pm ET, Scott Tiras, senior financial advisor and certified financial planner with American Express Financial Advisors, will answer your questions about creating your own private pension. Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=%2Fliveevents%2Farticle%2Fhome&ForumID=42&DocID=4372&nd=1127 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Robert Baird & Co. takes a look at the business process outsourcing industry. Baird analysts provide an update on developments among financial processing companies. Industry charts, graphs, insights, and a featured stock highlight their analysis. This 19-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25575154&nd=1127 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $6 price target on Web infrastructure solutions maker Loudcloud (LDCL). The firm believes in LDCL's technology team, and argues that the company has a "first-mover advantage in the market." Register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=20374475&sid=8&nd=1127 =================================================================== Please send your questions and comments to: mailto:investor.help@multex.com If you'd like to learn more about Multex Investor, please visit: http://www.multexinvestor.com/welcome.asp If you can't remember your password and/or your user name, click here: http://www.multexinvestor.com/lostinfo.asp If you want to update your email address, please click on the url below: http://www.multexinvestor.com/edituinfo.asp =================================================================== To remove yourself from the mailing list for the Daily Update, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. 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