Message-ID: <32980473.1075845215341.JavaMail.evans@thyme> Date: Thu, 31 May 2001 21:27:45 -0700 (PDT) From: 1.11176403.-2@multexinvestornetwork.com To: alewis@ect.enron.com Subject: June 1, 2001 - Outlook on broadband, electric utilities Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Multex Investor <1.11176403.-2@multexinvestornetwork.com>@ENRON X-To: alewis@ect.enron.com X-cc: X-bcc: X-Folder: \Lewis, Andrew H.\Lewis, Andrew H.\Deleted Items X-Origin: LEWIS-A X-FileName: Lewis, Andrew H..pst From today's Daily Update, you'll have the opportunity to download professional perspectives from top analysts at Bear Stearns & Co., Lehman Bros., Morgan Stanley, Instinet Research, CIBC World Markets, and others. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0601#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== 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 =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: Argus Research's team comments on the economy's outlook and the Fed's next moves, as well their impact on stocks. 2. DAILY FREE SPONSOR REPORT: Morgan Stanley reiterates its "strong buy-volatile" rating on Visteon (VC). 3. FREE RESEARCH REPORT: Lehman Bros. points to five factors in defending its bullish stance on the REIT industry. 4. ASK THE ANALYST: RabbittAnalytics.com's Paul Rabbitt believes we will not retest prior lows. 5. INDEPENDENT'S INVESTMENT REVIEW: Do fundamentals and technicals support a continued run in the S&P Electric Utilities group? 6. PERSONAL FINANCE'S ASK THE EXPERT: Alan and Stephen Cohn, certified financial planners and founders of Sage Online 7. HOT REPORT: Bear Stearns & Co. reports on the three-month average expectations of orders at the capital-equipment level. 8. INVESTORS' CHOICE: 3-DAY FAVORITE: Friedman, Billings, Ramsey & Co. offers a long-term perspective on "far-sighted" large-cap IT companies. 9. EDITOR'S PICK: CIBC World Markets examines the trends and expectations for the broadband cable-equipment sector. 10. INVESTMENT IDEAS: Growth potential outweighs nonexistent profits in a recent tally of Multex's "most recommended" stocks. 11. CHATTING UP WALL STREET GURUS: Joe Battipaglia, chairman of investment policy, Gruntal & Co. 12. MESSAGE BOARDS: Charles McQuaid of Liberty Acorn Fund says Getty Images [GETY] is "a win from all sides." Find out why. ======================== Sponsored by ========================= Buy stocks for just $3! Here's a great way to invest for the long-term. ShareBuilder lets you make dollar-based investments in the stocks and index shares you choose. Transactions cost just $3 ($2 for a child's account!) and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&siteid=38314164&bfpage=home =============================================================== 1. TODAY'S SPECIAL REPORT Responding to the U.S. growth recession -- Argus Research's team comments on the economy's outlook and its impact on select stocks. The report's authors pick Cisco (CSCO) as the "focus stock," evaluate 11 growth stocks, 10 value stocks and 6 utility stocks, and comment on the firm's latest ratings changes (40-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20689879&nd=0601 2. DAILY FREE SPONSOR REPORT Visteon (VC) -- Morgan Stanley sets a $30-price target on the global auto parts supplier. The firm cites many key positives, such as growth from new technologies, margin and cost improvements, and new business wins. Register for the firm's free-research trial to access this report on the "strong buy-volatile" rated stock. Click here. http://www.multexinvestor.com/download.asp?docid=20268633&sid=8&nd=0601 3. FREE RESEARCH REPORT Real estate investment trusts (REITs) -- Lehman Bros. points to five factors in defending its bullish stance on the industry. The firm reiterates its "strong buy" recommendations on eight stocks, noting that "what is new about REIT share prices are that they're behaving the way textbooks suggest...like low beta stocks." This report remains free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0601#investor 4. TODAY IN THE ANALYST CORNER Investors' forward expectations -- RabbittAnalytics.com's Paul Rabbitt believes the market's latest "pause" was healthy. Rabbitt believes we will not retest prior lows. Find out the right stocks to own in this market. He will be in the Analyst Corner only until 5 p.m. ET Mon., June 4, so be sure to ask your question now. Ask the analyst. Click here. http://www.multexinvestor.com/ACHome.asp?nd=0601 Find the right stocks to own in this market. Get Rabbitt's Daily Rankings for Free. Click here. http://www.rabbittanalytics.com/signup_multex3.asp 5. INDEPENDENT'S INVESTMENT REVIEW Electric utility stocks -- Instinet Research examines whether fundamentals and technicals support their continued run. The classic defensive play -- the entire S&P Electric Utilities group of 26 stocks -- is among the best performing segment since the S&P 500 peaked in March 2000. The analysts forecast the group's outlook (11-page report for purchase - $25). Click here. http://www.multexinvestor.com/download.asp?docid=20704787&nd=0601 ======================== Sponsored by ========================= Win $25,000 in the Multex Investor Challenge -- Round 2! Experience online investing without risk! Manage a $100k virtual portfolio with the chance to win GREAT prizes including $25,000. Hone your skills, build confidence, become a better investor! http://www2.investmentchallenge.com/multex?promo=unl =============================================================== 6. PERSONAL FINANCE'S ASK THE EXPERT Alan and Stephen Cohn, certified financial planners and founders of Sage Online Being prepared for both the ups and downs of the market will not only be profitable but will also give you greater peace of mind. The Cohns are available to answer investors' queries until Sun., Jun 3. Ask the Expert, now. Click here. http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&nd=0601 7. WHAT'S HOT? Semiconductor book-to-bill ratios -- Bear Stearns & Co. reports on the actual and expected range for orders at the capital-equipment level. The document's authors look at back-end and front-end orders and shipments across the industry for April. The firm forecasts near-term stock-price reaction and entertains whether we've reached a chip-price bottom (1-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20696291&nd=0601 8. INVESTORS' CHOICE: 3-DAY FAVORITE What's ahead for technology in 2003 to 2004 -- Friedman, Billings, Ramsey & Co. offers a long-term perspective on "far-sighted" IT companies. The firm presents a large-cap valuation analysis on IBM (IBM), Cisco (CSCO), Dell (DELL), EMC (EMC), Hewlett-Packard (HWP), Intel (INTC), Microsoft (MSFT), Oracle (ORCL), WorldCom (WCOM), and five others (4-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20541266&nd=0601 9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Cable-equipment sector in 2002 -- CIBC World Markets examines the trends and expectations for this broadband niche. Look at valuations and ratings for 12 suppliers, including ADC Telecom (ADCT), Broadcom (BRCM), Harmonic (HLIT) and Scientific Atlanta (SFA). See growth forecasts for digital cable and other industry innovations (18-page report for purchase - $50). Click here. http://www.multexinvestor.com/download.asp?docid=20698102&nd=0601 10. INVESTMENT IDEAS The most recommended stocks on Wall Street -- Potential still overrides profits for many of Wall Street's favorites. Multex Investor's latest survey of "most recommended" stocks shows that Wall Street can still deal with money-losing companies as long as profits are in sight and growth potential is significant. Writer Tom Ryan explains. Click here. http://www.multexinvestor.com/magazine.asp?ref=ideas20010601.html&nd=0601 11. CHATTING UP WALL STREET'S GURUS Joe Battipaglia, chairman of investment policy, Gruntal & Co. In an AOL MarketTalk appearance, Battipaglia explains why he sees domestic growth ahead. He identifies several retail stocks he feels offer "interesting opportunities" and explains why local regional banks may be worth a look. Read Sage Online's transcript. Click here. http://multexinvestor.sageonline.com/transcript.asp?id=15492&nd=0601 12. MESSAGE BOARDS Talk about your favorite stocks Charles McQuaid of Liberty Acorn Fund says Getty Images [GETY] is "a win from all sides." Find out why, and share your opinion. Click here. http://multexinvestor.sageonline.com/page.asp?id=2904&ps=1&s=3&nd=0601 =================================================================== 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. To remove yourself from all Multex Investor mailings, including the Daily Update and The Internet Analyst, please respond with the words NO EMAIL in the subject line. You may also unsubscribe on the account update page at: http://www.multexinvestor.com/edituinfo.asp =================================================================== Please email advertising inquiries to us at: mailto:advertise@multex.com. For information on becoming an affiliate click here: http://www.multexinvestor.com/Affiliates/home.asp Be sure to check out our other newsletters, The Internet Analyst and The Telecomm Analyst by Multex.com. The newsletters will inform, educate, and entertain you with usable investment data, ideas, experts, and info about the Internet and Telecommunications sectors. To see this week's issue, click here: http://www.theinternetanalyst.com or http://www.thetelecommanalyst.com