Message-ID: <20590781.1075840407713.JavaMail.evans@thyme> Date: Tue, 8 Jan 2002 22:24:07 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 9, 2002 - Screening for value Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.14166227.-2@multexinvestornetwork.com>@ENRON X-To: Dorland, Chris X-cc: X-bcc: X-Folder: \ExMerge - Dorland, Chris\Deleted Items X-Origin: DORLAND-C X-FileName: chris dorland 6-26-02.PST In today's edition of the Daily Update, Multex Investor's director of investment research, Marc Gerstein, explains why he values Varian Medical Systems (VAR) so highly. Also, equity research columnist Dave Sterman has no tax advice to offer, but he does have a take on a couple of companies taking divergent paths along the tax advice road. Morgan Stanley believes that the future of online banking is sure, and thinks investors who agree should think about Digital Insight (DGIB), which provides Web services to that industry. Members like you can benefit from the firm's free research trial to read more. Finally, you too can pretend you're Marc Gerstein and perform your own analysis by clicking below to access Multex Investor's Screen Center http://www.multexinvestor.com/Article.asp?docid=4004&target=/stocks/advisor/home&nd=0109 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= There's a time and a place for everything. Usually it's now. Discover the advantages of Ameritrade with convenient client services, powerful tools and advanced trading technology. Trade Smarter. Open an Ameritrade account today and receive 25 commission-free trades. http://ad.doubleclick.net/clk;3774708;6714116;n?http://www.ameritrade.com/o.cgi?a=mgd&o=rku&p=/html/25.fhtml ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTING STRATEGIES Varian Medical Systems (VAR) Varian stock could flourish if investors focus on the company as effectively as its x-rays focus on cancer. By Marc Gerstein, director of investment research Don't feel let down by the fact that VAR today isn't really a heavyweight airport security play. The company's core business activities are really quite attractive. The mere fact that VAR is in the healthcare sector starts it off with a favorable presumption. You know the drill: aging population, long-term secular growth in demand for all sorts of health- related products and services. Obviously, not every healthcare stock will be a winner. But as we'll see below, VAR has solid financial fundamentals, thereby causing it to easily pass the tests that cause many firms in this area to falter. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5749&nd=0109 2. INVESTMENT IDEAS Taxes-dot-com Two widely different strategies for navigating the tax Web By Dave Sterman For the last four years, the number of people filing their taxes online has risen by at least 20 percent annually. And the folks at Intuit (INTU) deserve a bunch of credit for the trend. Intuit's TurboTax software has made it increasingly easy to complete and files taxes electronically, eliminating the mistake-filled pen and paper process. Curiously, H&R Block (HRB) has gone a different route. The tax prep giant has stuck by its bricks and mortar model of handling taxes in person. Block's TaxCut software also enables people to do their taxes on a PC, but the company has done little to create a commanding Web presence. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5762&nd=0109 WORD FROM OUR SPONSOR -------------------------- How to Save Money on Your Auto Insurance Many factors can cause your annual insurance premium to be significantly higher. How can you lower your premium and save money? http://www.multexinvestor.com/page.asp?target=/personalfinance/insurance/home&nd=0109 ======================== Sponsored by ========================= Get 10 FREE issues of Investor's Business Daily. More than just a newspaper, Investor's Business Daily is a unique research tool designed to identify winning stocks with insightful charts and ratings you can't find anywhere else. This offer carries no obligation and there's nothing to cancel. http://ibd.infostreet.com/cgi-bin/freeoffer.cgi?source=A362GGL ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE The 451 discusses Cisco's (CSCO) new focus on the mobile wireless market. This report examines IP infrastructure spending, the next-gen Internet and network architecture layers, Cisco's strategic alliances and mobile business customer targets, and advanced e- services and content applications. (2-page report for purchase - $5) http://www.multexinvestor.com/download.asp?docid=5676705&nd=0109 2. TODAY'S SPECIAL REPORT RBC Capital Markets takes an in-depth look at software giant Microsoft (MSFT). RBC provides its investment opinion and discusses MSFT's core business, its product pipeline, the .NET strategy, recent financial performance, and investment risks, including the lawsuit, Linux, AOL, and slowing PC demand. (28-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25907672&nd=0109 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Friedman, Billings, Ramsey speculates on Citigroup's exposure prior to Argentina's peso devaluation. FBR reviews the possible earnings hit Citigroup (C) might take as a result of an Argentinian currency devaluation. The firm breaks down the situation and explains how the exposure uncertainty affects its thinking on the stock. (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25926980&nd=0109 4. THIRD-PARTY REVIEW British research firm EMC details cellular market developments and market leaders. The firm reviews 3G and 2G licensing and additional spectrum issues, technology migration strategies, infrastructure contracts and vendor analysis, handset developments, and market performance, including key performance indicators and regional and country reports. (141 page report for purchase - $950) http://www.multexinvestor.com/download.asp?docid=25936977&nd=0109 5. WHAT'S HOT? Prudential explains why a pick-up in merger activity would bring an additional boost to small-caps. Prudential discusses reasons for a comparatively lackluster 2001 in small-cap M&A. It details pickup in activity the past 2 months, identifying many recent acquisitions and why other small-caps may be ripe for takeover. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25909133&nd=0109 ======================== Sponsored by ========================= The Internet Analyst: Wall Street's daily and weekly industry outlook Multex's The Internet Analyst features daily 'Net-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTIA.asp To be sure you receive your TIA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST The Technical Trader's Harry Boxer discusses the characteristics of his ideal technical chart. Identifying a stock he likes at the moment, Boxer explains why he favors its chart, the internal technicals, and low-priced stocks in general. Do all of your stocks possess ideal technicals? He can answer your questions through today Wed., Jan. 9, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0109 Sign up for a FREE TRIAL to Harry's "Real-Time Technical Trading Diary" and receive Harry's "Top 20 Technical Picks for 2002" report-- FREE. Click here https://www.thetechtrader.com/sec-bin/ttuser?ref=multex3 2. ASK THE EXPERT Insurance.com's Ronald E. Newton discusses life insurance coverage issues brought up by divorce. Newton explains the importance of reviewing insurance coverage in the midst of divorce to protect loved ones should catastrophic events occur. Do you have all the coverage you need? He can take your questions until Thurs., Jan. 10. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0109 3. TODAY's Live Event Chat LIVE TODAY at 11:00am ET and learn about the prospects for the fixed-income market. Today at 11:00am ET, John Hollyer, Senior Portfolio Manager at The Vanguard Group, will answer your questions about the prospects for the fixed-income market. Don't miss this chance to ask questions. Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&ForumID=42&DocID=5642&nd=0109 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Stephens, Inc. reviews its 2001 banking picks and selects new ones for 2002. The firm reflects upon the last year in the banking sector and previews the year that will be. Stephens identifies six favorites in five separate banking categories. This six-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25914607&nd=0109 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $20 price target for "outperform-volatile"-rated Digital Insight (DGIN). The firm believes its valuation may even err on the side of caution for this Internet banking play. You can read what the firm sees as key investment strengths and key risks by registering for its free-research trial. http://www.multexinvestor.com/download.asp?docid=4660087&sid=8&nd=0109 =================================================================== 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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