Message-ID: <20083707.1075855136712.JavaMail.evans@thyme> Date: Thu, 20 Dec 2001 12:24:06 -0800 (PST) From: advdfeedback@investools.com To: dbaughm@ect.enron.com Subject: December 17-21, 2001 Edition Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: INVESTools Advisory@ENRON X-To: dbaughm@ect.enron.com X-cc: X-bcc: X-Folder: \Edward_Baughman_Jan2002\Baughman Jr., Don\Inbox X-Origin: Baughman-E X-FileName: dbaughm (Non-Privileged).pst INVESTools Advisory A Free Digest of Trusted Investment Advice To unsubscribe from this free newsletter, please see below. In This Issue: 1. Profiting from the Post-September 21 Rebound (GNSS) 2. Year 2001 Picks +36%, New Advice Just Released (CSPLF) 3. "Security Portfolio" Off to a Flying Start (NETA) 4. A Safe Tech Bet for Low-Risk Investors (EDS) 5. Three Promising New Economy Stocks Below $10 (SSYS) *************** A Word from our Sponsor ******************* ALERT: New Buy Sign from Dan Sullivan on 16 High-Return Stocks Buy signs from Dan Sullivan's The Chartist are few and far between. And on-the-money for 30+ years - if you buy what he buys. His 12/5/01 buy sign is a rare chance to join one of the country's premier stock pickers. FREE trial: http://www.investools.com/c/go/CHRT/THADV-chrtTN1?s=S602 *********************************************************** INVESTools Advisory Compiled by John Brobst, INVESTools.com 1. Profiting from the Post-September 21 Rebound (GNSS) The stock market bottomed on September 21 and a new bull market is now underway, says Don Rowe. In a recent hotline to subscribers, he supports this assertion by listing the post-September 21 performance of a number of major indices. These include the DJIA (+23%), Nasdaq (+43%), tech-heavy Nasdaq 100 (+51%) and semiconductor index (+63%). "Become fully invested," he advises. One of Rowe's current stock picks is Genesis Microchip (GNSS), a top maker of integrated circuits (IC) that process graphic images and digital video. The firm's image processing ICs are used in flat-panel displays, digital TVs and consumer video products. Q3 saw earnings grow 190% on a 141% sales gain thanks to higher operating margins and rising shipments. Rowe also recommends the Nasdaq 100 Index Tracking Stock (QQQ) as "a good long-term investment." Sponsored by a subsidiary of the Nasdaq exchange, QQQ offers a portfolio of the stocks that make up the Nasdaq 100 index. Rowe praises the diversification QQQ offers; the Nasdaq 100 currently includes companies in computer hardware and software, telecom, retail and wholesale trade, and biotech. For more on Don Rowe's advice see "Market Commentary and Investment Summary," December 2001, The Wall Street Digest. Momentum investor Donald Rowe targets stocks and mutual funds capable of generating 26+% annual returns. For a free 30-day trial go to: http://www.investools.com/c/go/WALL/THADV-wall122001?s=S600 ---------------------------------------------------------- 2. Year 2001 Picks +36%, New Advice Just Released (CSPLF) At the beginning of 2001, Frank Curzio published 10 stock picks he felt would outperform this year. His year-end follow-up report shows he was right; Curzio's stocks gained 36% this year vs. declines of 30.7% for the Nasdaq, 6.2% for the DJIA and 15.4% for the S&P 500. For 2002, Curzio recommends accumulating undervalued oil & gas stocks saying the sector "will advance sharply next year from current lows." He offers three aggressive selections, and one of them is Canada Southern Petroleum (CSPLF). The company explores and develops areas of the US and Canada believed to contain oil and gas reserves. Curzio is especially bullish about prospects for its 30% stake in the Kotaneelee gas field. Curzio also recommends three conservative oil & gas plays including the giant Chevron Texaco (CVX). Management says the merger of Chevron and Texaco will save $1.8 billion by March 2003. It owns 30% of a project to take oil from a Venezuelan region that contains the world's largest known hydrocarbon deposit. Curzio quotes estimates of 2.1 billion barrels from this reservoir. "Buy," he says. For more on Frank Curzio's advice see "Latest Stock and Market News," December 2001, The FXC Newsletter. Francis X. Curzio provides asset growth and capital preservation with a list of picks in key categories. For a free 30-day trial go to: http://www.investools.com/c/go/EFEX/THADV-efex122001?s=S600 ----------------------------------------------------------- 3. "Security Portfolio" Off to a Flying Start (NETA) In late November 2001, newsletter watcher Gregory Spear launched what he calls his "Security Portfolio" of stocks recommended by his favored investment advisors. These particular stocks should benefit from heightened attention to security and safety in travel, business, commerce, communications and medicine. In one month, this model portfolio gained 10.45%, outpacing the S&P 500 (+2.64%) and the Nasdaq composite (+9.56%). Spear just added three new positions to this portfolio. One is Network Associates (NETA), a stock that enjoys buy recommendations from Dan Sullivan (The Chartist) and Jim Collins (OTC Insight). Network Associates makes the popular McAfee line of anti-virus software along with other programs that help corporations and governments manage their network security concerns. Experts say malicious attacks on networks doubled in 2001 and are likely to keep growing in number. Spear holds that IT managers will opt for veteran security providers like Network Associates, and he adds that the market agrees as the stock is on a tear. He also points to higher spending on security despite IT budget cuts. "We like Network Associates on dips," he says. For more on Gregory Spear's advice see "The View from the Letters," December 10, 2001, The Spear Report. Consensus stock picks from the best performing advisory services in the US today. For a free 30-day trial go to: http://www.investools.com/c/go/DENT/THADV-dent122001?s=S600 ---------------------------------------------------------- 4. A Safe Tech Bet for Low-Risk Investors (EDS) Wall Street analysts upped their ratings for Electronic Data Systems (EDS) after it beat estimates by a penny per share. That prompted a buy recommendation from brokerage watcher Ben Zacks. The consulting giant offers systems integration, network and systems operations, data center management and other services. Zacks notes that EDS gets new business in down economies as companies cut other expenses to fund systems projects that cut costs and improve productivity. For instance, EDS just won a $1.5 billion contract extension from Xerox along with a $2.2 billion contract earlier this year with Sabre, the airline reservation management system. EDS earned $0.44 a share last quarter. But Zacks subtracts an after-tax acquisitions charge and concludes that the firm posted a profit of $334 million ($0.69 per share). Stock in EDS trades at 26x this year's EPS estimate of $2.66, and Zacks predicts shares will reach $80 by mid-2002. "EDS is a safe technology name for low-risk tolerant investors," Zacks says. For more on Ben Zacks' advice see "Hotline," December 10, 2001, Zacks Advisor. Ben Zacks uses earnings estimate revisions from analysts at brokerages to select stocks likely to outperform the market over the next 12 months. For a free 30-day trial go to: http://www.investools.com/c/go/ZAKS/THADV-zaks122001?s=S600 ---------------------------------------------------------- 5. Three Promising New Economy Stocks Below $10 (SSYS) Rich Moroney says the phrase "new economy" turns the stomachs of many investors as they view the late 1990s rally as a scam. "But not all of it was hype," he says. Technology continues to transform the US economy, and the end of the tech bubble doesn't alter long-term fundamentals. "The stage is set for a recovery," he says, and he offers three attractive bargains for year-ahead gains. One of Moroney's selections is Stratasys (SSYS). Giants like GM, Lockheed Martin and Motorola use the tiny firm's products to create 3D prototypes from plastic. With the firm's machines, customers can cut the time to make prototypes from weeks to hours. Moroney likes how Stratasys chalked up strong profit gains in a tough economic climate. Last quarter, EPS rocketed to $0.18 from $0.03 a year ago; analysts had predicted a paltry $0.04. Strong demand for new models boosted sales 8%. The firm has $8 million in cash on hand, or $1.45 per share. With a market cap of just $30 million, Stratasys "is a small fry compared to rivals," Moroney says. "The stock is rated 'best buy.'" For more on Rich Moroney's advice see "Three Tech Stocks Below $10," December 3, 2001, Low Priced Stock Survey. Richard Moroney offers fundamentally solid small- and mid- caps ready to soar 40% to 400%+. For a free 30-day trial go to: http://www.investools.com/c/go/LPSS/THADV-lpss122001?s=S600 *************** A Word from our Sponsor ******************* Buyback Expert Earns 27.03% YTD with High-Tech Portfolio David Fried knows a stock is cheap when the company buys back its shares. That's how he earned 27.03% YTD in techs while the benchmark Nasdaq fell 31.58%. 'Buy these 3 tech buybacks today,' Fried says. Get them with a FREE trial: http://www.investools.com/c/go/BACK/THADV-backTW3 *********************************************************** Disclaimer The INVESTools Advisory is published solely for informational purposes and does not solicit nor offer to buy or sell any stock, mutual fund or other security. It does not attempt or claim to be a complete description of the securities, markets, or developments referred to in the material. All expressions of opinion are subject to change without notice. The information is obtained from internal and external sources which INVESTools considers reliable, but INVESTools has not independently verified such information and INVESTools does not guarantee that it is accurate or complete. INVESTools does not undertake to advise anyone. INVESTools, its employees, and/or officers and directors, may from time to time have a position in the securities mentioned and may sell or buy such securities. 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