Message-ID: <15469923.1075845228872.JavaMail.evans@thyme> Date: Thu, 7 Jun 2001 21:32:30 -0700 (PDT) From: 1.11176403.-2@multexinvestornetwork.com To: alewis@ect.enron.com Subject: June 8, 2001 - Future of software, semi, energy, and drug stocks 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.\Inbox 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 large firms such as Bear Stearns & Co., Prudential, and Morgan Stanley, plus from independent Argus Research. For free research, editor's picks, and more come to the Daily Investor: http://www.multexinvestor.com/magazinecover.asp?nd=0608#investor *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Receive a 4 week RISK-FREE trial subscription to the Financial Times The Financial Times is your daily briefing on the state of the world. Click on the link below to get daily reports on companies and markets worldwide, plus our special reports, delivered to your door. Subscribe today: https://www.ftsubs.com/JBE14F267 =============================================================== Featured in today's edition of the Daily Update: 1. TODAY'S SPECIAL REPORT: A study of key industry metrics results in an investment recommendation for individual energy stocks. 2. DAILY FREE SPONSOR REPORT: Morgan Stanley reiterates its "strong buy" rating on Sunoco (SUN). 3. FREE RESEARCH REPORT: Prudential revisits its return on invested capital (ROIC) study regarding the wireless industry. 4. ASK THE ANALYST: Schaeffer's Investment Research Inc.'s Bernie Schaeffer explains why intermediate-term market risks outweigh potential rewards. 5. INDEPENDENT'S INVESTMENT REVIEW: Argus Research investigates relative safety, growth, and speculative stocks among the software industry. 6. PERSONAL FINANCE'S ASK THE EXPERT: Dave MacEwen, senior vice president and senior portfolio manager for American Century Investments, examines fixed-income funds. 7. HOT REPORT: Bear Stearns & Co.'s semiconductor capital equipment analyst assesses the issues facing investors in the industry. 8. INVESTORS' CHOICE: 3-DAY FAVORITE: Jefferies & Co. provides an update on the fuel-cell industry, and the public and private companies driving innovations. 9. EDITOR'S PICK: Prudential initiates coverage of the major pharmaceuticals industry with a "market perform" rating. 10. INFLUENTIAL ANALYST MOVES: The long-term outlook for two stocks in Internet security solutions and alternative energy generation is bright, so why have investors recently taken profits? 11. MESSAGE BOARDS: Is down-and-out Lucent (LU) capable of a comeback? Share your opinion in today's Sage Hot Topic. ======================== 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 Energy storage update -- Friedman, Billings, Ramsey & Co. studies key industry metrics in its investment recommendation for individual stocks. As summer demand begins, the firm examines storage and inventory levels, consumption rates among U.S. regions, July contracts, and investment opportunities. Seven "buy" rated and two "attractive" stocks listed (5-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20770743&nd=0608 2. DAILY FREE SPONSOR REPORT Sunoco (SUN) -- Morgan Stanley sets a $47-price target on the U.S. refining and marketing company. "Favorable fundamentals are expected to benefit the company," the analysts write. Register for the firm's free-research trial to access this report on the "strong buy" rated stock. Click here. http://www.multexinvestor.com/download.asp?docid=5777295&sid=8&nd=0608 3. FREE RESEARCH REPORT Wireless industry -- Prudential revisits its return on invested capital (ROIC) study. New findings, new conclusions, and new ratings are based on another quarter's worth of data. In this first part of a two-part series, the firm explains its model and rankings for the companies in the space. This report remains free for a limited time. Click here. http://www.multexinvestor.com/magazinecover.asp?nd=0608#investor 4. TODAY IN THE ANALYST CORNER Random thought from the market-sentiment front -- Schaeffer's Investment Research Inc.'s Bernie Schaeffer explains why intermediate-term market risks outweigh potential rewards. Schaeffer feels overly optimistic sentiment may be problematic for the market. Is he anticipating another sharp sell off in stocks? He will be in the Analyst Corner only until 5 p.m. ET Fri., June 8, so be sure to ask your questions now. Ask the analyst. Click here. http://www.multexinvestor.com/ACHome.asp?nd=0608 Prepare for the investing week ahead with Bernie's insight to the hottest sectors and stocks. Sign up for Bernie's FREE e-weekly market report, Monday Morning Outlook. Click here. http://www.schaeffersresearch.com/redirect.asp?CODE=GB01A8&PAGE=1 5. INDEPENDENT'S INVESTMENT REVIEW Software industry: down but not out -- Argus Research investigates and finds relative safety, growth, and speculative stocks among the group. The firm addresses the industry's challenges such as consolidation and increasing market share, but identifies those companies continuing to thrive and why they are doing so. 12 stocks are profiled and modeled (52-page report for purchase - $40). Click here. http://www.multexinvestor.com/download.asp?docid=20771780&nd=0608 ======================== Sponsored by ========================= Save time and money sorting out your personal finances. Come take advantage of FREE tools and advice on Multex Investor's NEW Personal Finance channel. Ask our experts your most pressing questions; learn from real life case studies, and more. http://www.multexpf.com?mktg=mipftx5&promo=unl =============================================================== 6. PERSONAL FINANCE'S ASK THE EXPERT Dave MacEwen, senior vice president and senior portfolio manager for American Century Investments, examines fixed-income funds. As strong as stocks were throughout the 1990s, bonds also have a role to play in a diversified portfolio. At times, when stocks take a breather, bonds can take center stage. Ask the Expert your questions about investing in bonds. Dave MacEwen will answer investors' queries until Sun., June 17. Click here. http://multexpf.com/asktheexpert.asp?target=/personalfinance/asktheexpert/home&nd=0608 7. WHAT'S HOT? Semi spin -- Bear Stearns & Co.'s semiconductor capital equipment analyst assesses the issues facing investors in the industry. Where's the soft landing? Are companies reeling guidance back in? Was that the bottom? The analyst attempts to answer these and other questions in this brief report that mentions Applied Materials (AMAT) (1-page report for purchase - $10). Click here. http://www.multexinvestor.com/download.asp?docid=20707961&nd=0608 8. INVESTORS' CHOICE: 3-DAY FAVORITE Fuel-cell technology -- Jefferies & Co. provides an update on the industry, and the public and private companies driving innovations. Everything you want to know about fuel-cell tech and the companies behind it: Ballard Power Systems (BLDP), FuelCell Energy (FCEL), H Power (HPOW), Hydrogenics (HYGS), United Technologies (UTX), Plug Power (PLUG) (9-page report for purchase - $25) Click here. http://www.multexinvestor.com/download.asp?docid=20697260&nd=0608 9. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Major pharmaceuticals -- Prudential initiates coverage of the industry with a "market perform" rating. In this comprehensive report, the firm demonstrates how the group's performance relative to other sectors of the economy still looks bright. Of the seven stocks profiled, only three receive the firm's highest rating (108-page report for purchase - $300). Click here. http://www.multexinvestor.com/download.asp?docid=20779832&nd=0608 10. INFLUENTIAL ANALYST MOVES Analysts' calls impact on certain stocks -- Near-term growth questions dog some high-flyers After a strong run, shares of widely followed CheckPoint Software (CHKP) and Capstone Turbine (CPST) have cooled on the heels of cautious analysts' comments. Writer Dave Sterman explains why. Click here. http://www.multexinvestor.com/magazine.asp?ref=ideas20010608.html&nd=0608 11. MESSAGE BOARDS Sage's Hot Topic What's your opinion of Lucent's (LU) future? Is the one-time Street darling capable of a comeback? Click here. http://aol.sageonline.com/boards/user/non-frames/message.asp?forumid=13317&messageid=6542&threadid=6542 =================================================================== 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. 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