Message-ID: <17126098.1075859173183.JavaMail.evans@thyme> Date: Thu, 20 Dec 2001 22:04:54 -0800 (PST) From: 1.10969419.-2@multexinvestornetwork.com To: harry.arora@enron.com Subject: December 21, 2001 - Reader's picks & holiday cheer 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: \Harry_Arora_Jan2002\Arora, Harry\Deleted Items X-Origin: Arora-H X-FileName: harora (Non-Privileged).pst To help celebrate the Holiday season and the New Year, we will be offering our members free premium reports from December 25 through December 31, making select reports that are usually priced at over $50 free for a limited time. So make sure to open your newsletters on December 25 through December 31 to get truly special Free Reports. In today's edition of the Daily Update, we feature the most popular reports downloaded by our readers during the past week, including research on portfolio strategies from two different firms, plus reports on Cisco (CSCO), Oracle (ORCL), and network security. Also today, Charles Payne of Wall Street Strategies discusses the media sector and reviews the investment case for 8 stocks of particular interest, while equity research columnist Thomas J. Ryan looks at three "old-economy" stocks that make this month's Top 10 Most Recommended list. Members can register for the Morgan Stanley free research trial to see why the firm regards Lucent Technologies (LU) as "long term survivor." You can link directly to our research page, which features synopses of broker and free reports, by clicking here: http://www.multexinvestor.com/article.asp?docid=5368&nd=1221 *************************************************************** 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 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS It's playing long in Peoria Media issues tend to anticipate a recovery, but some stocks are already over-bought By Charles Payne, principal analyst, Wall Street Strategies The media group is one that investors should watch very closely over the next several months. These stocks are known as early cyclical issues because their share price usually improves long before the broad economy does. However, other cyclical sectors have actually seen their fortunes turn in anticipation of the economy, while media stocks in general have been sluggish. Last week the big names in the group were downgraded by Credit Suisse First Boston, as much because of internal issues as because of macro conditions. Ad sales on television are now estimated to be off by 8 percent, while only a few weeks ago most industry observers thought the sales number would be off by 5 percent. In fact, for the next couple of months, it is believed that prime time spots for the networks will decrease by 30 percent. Nevertheless, if these stocks live up to their reputation and outperform up to nine months before the broad economy improves, there could be reason to discount the current bad news and look at the group as an intermediate to long- term investment. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5277&nd=1221 2. INVESTMENT IDEAS The most recommended stocks on Wall Street Analysts look to old economy stocks for profits now By Thomas J. Ryan, equity research columnist A handbag manufacturer, a regional health insurer and a used-car dealer make for a motley crew, but they all rank among Wall Street's most- recommended stocks. What all three companies--Coach (COH), WellPoint Health Networks (WLP), and Copart (CPRT)--have in common is a proven ability to grow sales and earnings, especially during downturns. The picks underscore Wall Street's efforts to search across sectors to find clear winners in today's recessionary climate. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5365&nd=1221 WORD FROM OUR SPONSOR -------------------------- Investors Jump Off The Telecom and Technology Bandwagons but Find No Lucrative Landing Deep job cuts and pessimistic growth projections caused telecom and technology funds to suffer a hard hit last week, despite somewhat positive overall economic news. http://www.multexinvestor.com/ExpertInsights/SponsorHome.asp?target=%2Ffunds%2Fexpertinsights%2Fsponsor&sid=127&nd=1221 ======================== Sponsored by ========================= Buy stocks for just $4! 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 $4, or buy all the stocks you want for only $12 per month and there are no account or investment minimums. http://service.bfast.com/bfast/click?bfmid=29150849&siteid=38314164&bfpage=home ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE StockJock offers its opinion of industry giant Oracle (ORCL). StockJock provides a fundamental overview of Oracle, a discussion of the company's leadership and organizational dynamics, a detailed valuation analysis, an investment recommendation, short- term price target, and more. (6-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25744853&nd=1221 2. TODAY'S SPECIAL REPORT Deutsche Banc Alex. Brown provides investment insights and market strategy. The firm identifies the strongest performing sectors over the past 25 years. It advises on the types of stocks investors should hold long-term and lists 19 equity-focus stocks, 8 core holdings, and 8 special situation stocks. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25753432&nd=1221 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Prudential Securities identifies small- and large-cap investment ideas using its balance sheet 'torpedo' model. The firm explains that its model helps find winners, and perhaps more importantly, avoids losers. The report lists 34 attractive small-caps and 40 attractive large-caps as well as 30 small-cap and 23 large- caps that rank poorly. (6-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25775886&nd=1221 4. THIRD-PARTY REVIEW 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=1221 5. WHAT'S HOT? Legg Mason Wood Walker reports on demand trends after talks with security software resellers. The firm discusses several overall demand data points as well as specific security sectors including intrusion detection, firewall/VPN, and authentication. It identifies stocks that should benefit from purchasing trends. (2-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25653378&nd=1221 ======================== Sponsored by ========================= Receive a 4 week RISK-FREE trial subscription to the Financial Times Financial Times reporters all over the world cover everything from business and economic news to world events like no other publication. Click on the link below to start your 4 week risk-free trial subscription and receive the insightful reports on companies and markets worldwide with the FT's unique, global perspective. SUBSCRIBE TODAY: https://www.ftsubs.com/JBE14J303 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST RabbittAnalytics.com's Paul Rabbitt explains why the earnings picture isn't as bad as it seems. Rabbitt feels analysts may be reluctant to raise their estimates quickly enough after a surprise bear market. What kinds of stocks should you buy in anticipation of a recovery? Feel free to ask him your questions until Fri., Dec. 21. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=1221 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 2. ASK THE EXPERT American Century's James Bell discusses some mutual fund tax-planning strategies worth considering. Bell identifies several tax-related tips that mutual fund investors will want to give some thought to as the end of the year rapidly approaches. How can you minimize your tax obligations? Pose him your questions until Thurs., Dec. 27. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=1221 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT CIBC World Markets discusses the need for a next generation of core Internet routers. CIBC looks at what networkers are doing to fill the need for a stronger Internet backbone. Find out why CIBC's analysts term core routers the Internet's "dilithium crystals." This 11-page report, which usually sells for $25, is free to members right now. http://www.multexinvestor.com/download.asp?docid=25805381&nd=1221 2. DAILY FREE SPONSOR REPORT Morgan Stanley regards Lucent Technologies (LU) "a long-term survivor" in the [telecom] sector. The firm includes its "fair value" recommendation for the stock as well as key investment positives and negatives. You can read this report and others by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=20676074&sid=8&nd=1221 =================================================================== 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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