Message-ID: <19807859.1075840405205.JavaMail.evans@thyme> Date: Thu, 24 Jan 2002 22:28:06 -0800 (PST) From: 1.14166227.-2@multexinvestornetwork.com To: chris.dorland@enron.com Subject: January 25, 2002 - Reader's picks and Wall Street stars 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 In today's edition of the Daily Update, we feature the most popular reports downloaded by our readers during the past week, most of which are focused on network issues like security and infrastructure. Also today, equity research columnist Dave Sterman writes about a latter-day Lazarus of the Internet--we're speaking, of course, of Covad (COVD), which has reemerged from the ashes of DSL. Wall Street also has its favorites, and Tom Ryan explains which stocks seem most in favor--and why. You can also see the most popular tickers and sectors searched by your peers by clicking here: http://www.multexinvestor.com/cs_hot.asp?target=/stocks/companyinformation/analystresearch/whatshot&nd=0125 *************************************************************** 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 The most recommended stocks on Wall Street Several micro-to-small cap stocks land on Wall Street's most-recommended list By Thomas J. Ryan, equity research columnist With prospects for many of Wall Street's bellwethers still questionable, analysts are looking for more sure-fire bets among the market's micro- and-small cap stocks. Indeed, small-cap stocks dominate a recent MultexNet screening of the top ten most recommended stocks--with capitalization ranging from as low as $150 million for LendingTree (TREE) to $900 million for 1-800- Flowers (FLWS). The only clear large-cap stock to make the grade is Gemstar TV Guide International (GMST), which has an $8.3 billion valuation. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6341&nd=0125 2. INVESTMENT IDEAS Covad is back from the dead The company's rebirth is miraculous. But there's a problem: No one knows if it can still make money. By Dave Sterman, equity research analyst The demise of NorthPoint Communications, Rhythms NetConnections, and Covad Communications (COVD) in 2001 seemed to spell the end of the data local exchange carrier (DLEC) sector. Investors were left to conclude that the DSL industry would now reside squarely in the hands of the regional Bell operating companies (RBOCs), such as Verizon (VZ), SBC (SBC), Qwest (Q), and BellSouth (BLS). But to the surprise of many, one DLEC, Covad, has emerged from the ashes to fight another day. At least one analyst thinks the company is poised to get it right this time. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6320&nd=0125 ======================== Sponsored by ========================= Rip-Roaring Returns from the Post-September 2001 Rebound! Few profited as handsomely as Steve Harmon in today's market turnaround. For instance, his portfolio of travel security stocks is up an incredible +88% since 9/01. And the best is yet to come! Get a jump on 2002 with a FREE 30-day trial: http://www.investools.com/c/go/BRBN/MTEX1B-brbnTD3?s=S601 ============================================================== 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=0125 2. TODAY'S SPECIAL REPORT Lehman Brothers presents its case for investing in the biotech sector. In the report, a sector overview, discussion of drug launches, potential drug approvals, investment recommendations, risks, potential acquisition targets, PEG valuation analysis, top picks (3 large cap, 4 mid-/small- cap), 12 figures. (21-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25976283&nd=0125 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Lehman Brothers explains its Price Earnings Excess Return model and sector outperformers in 2002. Lehman identifies 6 sectors that its quantitative model predicts will outperform in 2002. It reviews the model's long-term and 2001 performance, identifies 25 stocks in its U.S. strategy portfolio and 25 in its virtual economy portfolio. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25991689&nd=0125 4. THIRD-PARTY REVIEW Independent research firm The Motley Fool publishes its monthly report. In its January issue, TMF reviews the surprising rebound in online retailers, including discussion of AMZN and EBAY, profiles IMS Health (RX), looks at the satellite radio space, and discusses its Foolish 8, with a focus on Neogen (NEOG). (22-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26025863&nd=0125 5. WHAT'S HOT? C.E. Unterberg Towbin explains key points in its 2002 outlook for networking gear manufacturers. C.E. UT explains why it sees sector bellwether Cisco (CSCO) and Riverstone (RSTN) as two well-positioned companies in the space. Also, why it is cautious on companies with focus on next-gen solutions. Valuation comparison chart. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25935347&nd=0125 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.athoc.com/wis/activate/activate.asp?pid=10279&mktmsg=JA1 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST The Technical Trader's Harry Boxer explains how to profit from 'snap- back' market moves. Likening market patterns to the elastic action of a rubber band, Boxer discusses how he identifies the potential for strong 'snap-back' movement. How can you take advantage of this phenomenon? Pose him your questions through tonight Friday, Jan. 25, 5 PM ET. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&nd=0125 Sign up for a FREE TRIAL to Harry Boxer's "Real-Time Technical Trading Diary." Also receive Harry's "Top 20 TechnicalPicks for 2002" report. Click here https://www.thetechtrader.com/sec-bin/ttuser?ref=multex2 2. ASK THE EXPERT Multex.com's Alan Cohn explains some of the ways Americans will benefit from new tax laws. Citing aspects of new tax rules relating to individuals over 50, education, and estate taxes, Cohn shows how a wide range of citizens will benefit. How do the new laws affect you? He can take your questions through tonight Friday, Jan. 25, 5 PM ET. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&nd=0125 3. TRANSCRIPTS On Tuesday, Barry Hyman, chief investment strategist with Ehrenkrantz, King, Nussbaum, participated in a live Q&A session with investors on the site. Here is some of what he had to say: Question: Does "valuation" need to be redefined in this market? Barry Hyman: If one considers September 11 as a turning point for the world, then valuation must reflect the increased risk created by terrorism.....Yet, I believe we have to look at the future earnings potential rather than current earnings to be excited about the market's prospects for this year and beyond. The rally we have seen from late September only reflects the decreased risk of lowered earnings, and does not even represent any growth story. Click here to read Hyman's complete transcript from Tuesday: http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&ForumID=42&DocID=6214&nd=0125 Click here to access Multex Investor's free transcript database http://www.multexinvestor.com/LiveEvents/Search.asp?target=%2Fliveevents%2Fsearch%2Fquery Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT C.E. Unterberg Towbin provides its views on infrastructure software stocks. In the report, C.E. UT identifies its top pick for 2002 and reviews 8 stocks in its coverage universe including BEAS, CHKP, CTXS, ISSX, NETE, NUAN, RSAS, and SPWX. This 14-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25935024&nd=0125 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $43 price target for "outperform-volatile"-rated Dow Chemical (DOW). The firm says that Dow's "earnings outlook for the next several years is favorable," but cautions investors about possible asbestos-related risk. Register for the firm's free-research trial to access the firm's valuation analysis and key investment strengths and risks for this and other stocks. http://www.multexinvestor.com/download.asp?docid=5609872&sid=8&nd=0125 =================================================================== 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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