Message-ID: <135865.1075840404256.JavaMail.evans@thyme> Date: Tue, 29 Jan 2002 23:46:37 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 30, 2002 - Lost illusions and strong opinions 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 --------------sAAbXVADA=01 Content-type: text/plain; charset="ISO-8859-1" Content-Transfer-Encoding: 7bit In today's edition of the Daily Update, Robert Maltbie, Jr., CFA, offers his eight top picks of the year (and two stocks to short), and Marc Gerstein, director of investment research at Multex Investor, explains the distinction between normative and empirical investing styles. Also, Morgan Stanley discusses the strengths and weaknesses of Safeco (SAFC) in a free report available exclusively to Multex Investor members like you--all you have to do is register for the firm's free research trial See details below. Or, you can link directly to our research page, which features synopses of broker and free reports, and you can register for the Morgan Stanley trial by clicking on the Morgan Stanley logo. http://www.multexinvestor.com/article.asp?docid=6561&nd=0130 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= http://www.taxcut.com Complete with all the new tax law changes, TaxCut software from H&R Block asks you simple questions, automatically selects & completes the forms you'll need & then double checks your return. E-file your return to get your refund faster or print & mail it. http://ad.doubleclick.net/clk;3819285;6829849;h?http://store.taxcut.com/dr/v2/ec_MAIN.entry17c?cid=49360&sp=10007&sid=1478&pn=3&pid=511 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Lost illusions Wall Street's coming-of-age of investment theory The real world doesn't always behave as expected. Law school graduates are familiar with the expression which says, "'A' students become judges. 'B' Students become lawyers. 'C' students become rich." The same could be said of the investment field. Indeed, people in every walk of life have their own stories about how the real-world methods of functioning often fail to follow theoretical ideas about the way things ought to be done. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6477&nd=0130 2. INVESTMENT IDEAS Top picks for 2002 Winning stocks will be switch-hitters and versatile utility players By Robert Maltbie, Jr., CFA Flexibility and style diversification will be key in 2002. Given that we expect major market averages to fluctuate by plus or minus 10%, stocks that beat those averages will have to offer a great deal of weapons. Therefore, we are focusing on 10 stocks that we believe will thrive across a broad range of styles, including growth, value, and international. To smash the averages this year, we have selected growth stocks that have outstanding earnings visibility and dominant market positions, and value stocks with top, highly disciplined management teams. We also offer investors a couple of short ideas where heavy debt loads and technological obsolesce will be too onerous to allow them to succeed. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6560&nd=0130 WORD FROM OUR SPONSOR -------------------------- Gold Funds Become Buried Treasure The performance of gold funds reversed from the past two weeks, returning a negative 2.39% and breaking a five-week positive trend. This made them the worst performers of the equity universe. Read the latest from Lipper Inc. as they compare the performance of natural resources to equities. http://www.multexinvestor.com/ExpertInsights/Article.asp?target=%2Ffunds%2Fexpertinsights%2Farticle&ForumID=49&DocID=6484&DocType=ExpertInsightsCommentary&sid=127&nd=0130 ======================== 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 Bear Stearns publishes a 'top ten list' of Internet security predictions for 2002. After a page of general sector commentary, the firm discusses its list; #3 prediction calls for more sophisticated virus attacks, #6 prediction is that the biometric hype fizzles, #10 predicts security vendor stocks that will outperform. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25966746&nd=0130 2. TODAY'S SPECIAL REPORT Robert Baird & Co. relates its findings after interviews with 87 firms utilizing storage solutions. Baird explains its key takeaways regarding specific vendors following its survey. The firm discusses customer feedback relating to EMC, CPQ, IBM, Hitachi, HWP, Sun Micro, DELL, NTAP, BRCD, MDTA, EMLX, QLGC, VRTS, CA, and LGTO. (65-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=26051151&nd=0130 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC World Markets discusses the impact of Kmart's (KM) bankruptcy on strip center/mall REITs. CIBC identifies real estate companies with the largest exposure to the K- mart situation. The majority of the report analyzes top tenants in 18 strip malls including KIMCO (KIM) and 9 regional mall operators including Simon (SPG). (24-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=26050407&nd=0130 4. THIRD-PARTY REVIEW Market Edge provides access to its "Second Opinion" service. Market Edge's service allows investors to input a selected stock and instantly receive an investment opinion coupled with detailed technical analysis information including price, volume, and moving average data. (web-based analysis for purchase - $5) http://www.multexinvestor.com/download.asp?docid=21804293&nd=0130 5. WHAT'S HOT? Morgan Keegan discusses 12 communications stocks in various industry segments. The firm offers opinions on Qwest (Q), Level 3 (LVLT), and Worldcom (WCOM) in long haul, Citizens (CZN), BellSouth (BLS), & Verizon (VZ) in local access, UNWR, LWIN, & PCS in wireless and Dycom (DY) and MTZ in periphery services. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25992861&nd=0130 ======================== 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;6714130;j?http://www.ameritrade.com/o.cgi?a=mgd&o=rku&p=/html/25.fhtml ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Rabbitt Analytics's Paul Rabbitt discusses his continuing optimism on the economy and stock market. Explaining that an increase in investor pessimism is good for the market, Rabbitt elaborates on his bullish position. Why is he so sure things will get better and what stocks does he like? Feel free to pose him your questions until Fri., Feb. 1. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0130 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 Ronald E. Newton with Insurance.com talks about how much auto insurance you really need. In reality, there is often a large gap between the insurance you're required to carry and what you should carry. Ask Ronald E. Newton of Insurance.com your questions. He will take investor questions until Thurs., Feb. 7. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0130 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Lehman Brothers discusses the increasing amount of commercial aircraft parkings. Lehman analyzes aircraft types that airlines are removing from service due to decreased demand. The firm says even newly delivered planes are being parked. 9 figures. This 10-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=3344623&nd=0130 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $38 price target for "strong buy" rated Safeco (SAFC). The firm argues that the "risk reward ration on SAFC has become very attractive," explains its valuation method and lists key investment positives and risks in a report available to Multex Investor members like you. Simply register for the firm's free-research trial to access research on this (and other) stocks. http://www.multexinvestor.com/download.asp?docid=20554331&sid=8&nd=0130 =================================================================== 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. 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.thetelecommanalyst.com/ or http://www.theinternetanalyst.com/ --------------sAAbXVADA=01 Content-Type: text/html; charset="ISO-8859-1" Content-Transfer-Encoding: 7bit MIN Daily News Update
Multex Investor Daily News
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Multex Investor Daily Update

In today’s edition of the Daily Update, Robert Maltbie, Jr., CFA, offers his eight top picks of the year (and two stocks to short), and Marc Gerstein, director of investment research at Multex Investor, explains the distinction between normative and empirical investing styles.

Also, Morgan Stanley discusses the strengths and weaknesses of Safeco (SAFC) in a free report available exclusively to Multex Investor members like you—all you have to do is register for the firm's free research trial. See details below.

Or, you can link directly to our research page, which features synopses of broker and free reports, and you can register for the Morgan Stanley trial by clicking on the Morgan Stanley logo.

Finally, as you may have noticed, you are receiving today's newsletter in HTML format, a method we hope will enable us to give you a better service. Please let us know what you think. Email us at investor.feedback@multex.com

Special Message
http://www.taxcut.com
Complete with all the new tax law changes, TaxCut software from H&R Block asks you simple questions, automatically selects & completes the forms you'll need & then double checks your return. E-file your return to get your refund faster or print & mail it. Click here for details.

In this issue:
Investment Ideas:
oLost illusions: Wall Street’s coming-of-age of investment theory
oTop picks for 2002: Winning stocks will be switch-hitters and versatile utility players
Featured Reports:
oInvestor’s Choice: Bear Stearns publishes Internet security predictions for 2002
oToday’s Special Report: Robert Baird & Co. discuss storage solutions
oEditor’s Pick: CIBC World Markets discusses Kmart’s bankruptcy and strip center/mall REITs
oThird Party Review: Market Edge provides access to its “Second Opinion” service
oWhat’s Hot: Morgan Keegan on 12 communications stocks
Investment Advice:
oAsk the Analyst / Ask the Expert

Lost illusions: Wall Street's coming-of-age of investment theory
By Marc Gerstein, Director of Research

The real world doesn't always behave as expected. Law school graduates are familiar with the expression which says, "'A' students become judges. 'B' Students become lawyers. 'C' students become rich."

The same could be said of the investment field.

Indeed, people in every walk of life have their own stories about how the real-world methods of functioning often fail to follow theoretical ideas about the way things ought to be done. Click here to read more.

Top picks for 2002: Winning stocks will be switch-hitters and versatile utility players
By Robert Maltbie, Jr., CFA

Flexibility and style diversification will be key in 2002. Given that we expect major market averages to fluctuate by plus or minus 10%, stocks that beat those averages will have to offer a great deal of weapons. Therefore, we are focusing on 10 stocks that we believe will thrive across a broad range of styles, including growth, value, and international. To smash the averages this year, we have selected growth stocks that have outstanding earnings visibility and dominant market positions, and value stocks with top, highly disciplined management teams. We also offer investors a couple of short ideas where heavy debt loads and technological obsolesce will be too onerous to allow them to succeed. Click here to read more.


Special Message
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. Click here for details.


Investors’ Choice: 3-day Favorite
Bear Stearns publishes a ‘top ten list’ of Internet security predictions for 2002.

After a page of general sector commentary, the firm discusses its list; #3 prediction calls for more sophisticated virus attacks, #6 prediction is that the biometric hype fizzles, #10 predicts security vendor stocks that will outperform.
(4-page report for purchase - $10)

Todays’ Special Report
Robert Baird & Co. relates its findings after interviews with 87 firms utilizing storage solutions.

Baird explains its key takeaways regarding specific vendors following its survey. The firm discusses customer feedback relating to EMC, CPQ, IBM, Hitachi, HWP, Sun Micro, DELL, NTAP, BRCD, MDTA, EMLX, QLGC, VRTS, CA, and LGTO. (65-page report for purchase - $150)

Editor’s Pick: Current Research from the Cutting Edge
CIBC World Markets discusses the impact of Kmart’s (KM) bankruptcy on strip center/mall REITs.

CIBC identifies real estate companies with the largest exposure to the K- mart situation. The majority of the report analyzes top tenants in 18 strip malls including KIMCO (KIM) and 9 regional mall operators including Simon (SPG). (24-page report for purchase - $75)

Third Party Review
Market Edge provides access to its “Second Opinion” service.

Market Edge's service allows investors to input a selected stock and instantly receive an investment opinion coupled with detailed technical analysis information including price, volume, and moving average data. (web-based analysis for purchase - $5)

What’s Hot?
Morgan Keegan discusses 12 communications stocks in various industry segments.

The firm offers opinions on Qwest (Q), Level 3 (LVLT), and Worldcom (WCOM) in long haul, Citizens (CZN), BellSouth (BLS), & Verizon (VZ) in local access, UNWR, LWIN, & PCS in wireless and Dycom (DY) and MTZ in periphery services. (5-page report for purchase - $10)


Special Message
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. Click here for details.


Ask the Analyst
Rabbitt Analytics’s Paul Rabbitt discusses his continuing optimism on the economy and stock market.

Explaining that an increase in investor pessimism is good for the market, Rabbitt elaborates on his bullish position. Why is he so sure things will get better and what stocks does he like? Feel free to pose him your questions until Fri., Feb. 1. Ask the analyst.

Find the right stocks to own in this market. Get Rabbitt's Daily Rankings for Free. Click here.

Ask the Expert
Ronald E. Newton with Insurance.com talks about how much auto insurance you really need.

In reality, there is often a large gap between the insurance you're required to carry and what you should carry. Ask Ronald E. Newton of Insurance.com your questions. He will take investor questions until Thurs., Feb. 7. Ask the expert.

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Sponsored Report
Sponsored Report
Morgan Stanley sets a $38 price target for "strong buy" rated Safeco (SAFC).
The firm argues that the "risk reward ration on SAFC has become very attractive," explains its valuation method and lists key investment positives and risks in a report available to Multex Investor members like you. Simply register for the firm's free-research trial to access research on this (and other) stocks.


Free Report
Free Report
Lehman Brothers discusses the increasing amount of commercial aircraft parkings.
Lehman analyzes aircraft types that airlines are removing from service due to decreased demand. The firm says even newly delivered planes are being parked. 9 figures. This 10-page report, which usually sells for $25, is free to members for the next 72 hours.


Sponsored By
Gold Funds Become Buried Treasure

The performance of gold funds reversed from the past two weeks, returning a negative 2.39% and breaking a five-week positive trend. This made them the worst performers of the equity universe. Read the latest from Lipper Inc. as they compare the performance of natural resources to equities. Click here.

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