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In today's edition of the Daily Update, frequent contributor Rick Wayman, CFA, discusses the impact on the stock market of new FAS rules and political infighting. ======================== Sponsored by ========================= 123% Average Returns - Even as the Dow and Nasdaq Have Slumped Take advantage of the most powerful moneymakers on Earth and your portfolio could double faster than you dreamed possible - even in this market! Get all the details in this FREE report http://www.agora-inc.com/reports/OHL/2002 ============================================================== Also, equity research columnist Dave Sterman discusses the political climate where RBOCs are concerned, and the ultimate impact on those stocks. Today's selection of broker and independent research reports include wireless telecom, semiconductors, and specialty retailing. In addition, members can download a free Morgan Stanley report on Intimate Brands (IBI), by registering for the firm's free research trial. 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=5798&;nd=0110 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS FASten your seatbelts New accounting rules and political infighting will make for a bumpy ride ahead by Rick Wayman, CFA This is going to be an interesting quarter, if not year! The stock market is advancing like it expects a recovery in the first half of 2002, and politicians have reverted to their pre-9/11 partisanship. Coupled with the new accounting rules for goodwill amortization (FAS 142), this could make for a volatile stock market in the first quarter. The market appears ahead of itself, and there is more downside risk than upside potential. Stocks have rallied significantly from the 9/11 lows, but we are really only back to where we were pre-9/11. The easy money has been made, and now economic reality poses a threat. We think the positive economic data that was released last month will be replaced with negative trends in the first part of 2002. This is because the discounting that boosted sales in December stole activity from the first part of 2002. Consequently, we expect 4Q01 profit margins (to be reported in the first quarter of 2002) to shrink, and early 2002 sales data to show a decline. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5796&;nd=0110 ======================== Sponsored by ========================= Tech Buyback Portfolio Posts Stellar Gains: +39.23% YTD! David Fried knows a stock is undervalued when the company buys back its shares. That's how he earned 39.23% YTD in techs while the benchmark Nasdaq fell 21.82%. 'Buy these 5 techs today,' Fried says. Get them with a FREE trial: http://www.investools.com/c/go/BACK/MTEX-backTX3 ============================================================== 2. INVESTMENT IDEAS Regulatory roadblocks loom for RBOCs Hating Ma Bell has never gone out of style By Dave Sterman, equity research columnist The slowing economy has been a boon for at least one segment of the telecom world. The Regional Bell Operating Companies (RBOCs) saw many smaller competitors go bankrupt in 2001, and their purchasing costs fell as telecom equipment vendors were forced to lower prices to win business. That left management of these firms sitting in the catbird seat as we head into 2002. But hold the phone. Washington appears set to deliver a series of regulatory setbacks to RBOCS such as SBC Communications (SBC), BellSouth (BLS), Qwest Communications (Q) and Verizon (VZ). Click here to read more. http://www.multexinvestor.com/article.asp?docid=5791&;nd=0110 Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE 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=0110 2. TODAY'S SPECIAL REPORT Robert Baird & Co. reviews 2001 and previews 2002 for major wireless service companies. The firm identifies the winners and losers from 2001 and recommends large- and small-cap players for investment in 2002. It looks at some of the major industry developments from last year and discusses 2002 industry catalysts. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25912036&;nd=0110 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Sun Trust Robinson Humphrey publishes a collaborative equity focus report. The report includes quantitative analysis and features on electronic transaction processing, radio/TV broadcast, and individual reports on HealthTronics (HTRN), SonicWALL (SNWL), Republic Bancshares (REPB), and more. (40-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25893163&;nd=0110 4. THIRD-PARTY REVIEW Kintisheff Research reviews activity in the optical and wireless infrastructure equipment markets. In the report, Kintisheff offers broad sector discussion and breaks down Q4 sales by global region, by equipment type, percentage of sales by individual vendors in transport, switching, routing, and wireless infrastructure. (11-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25918244&;nd=0110 5. WHAT'S HOT? RBC Capital Markets discusses beginning of 2002 softline retail strategy. RBC takes a look at recent performance amongst the group and the forward-looking earnings outlook. The firm identifies 3 stocks it finds attractive on a valuation basis, one of which is Abercrombie and Fitch (ANF). (2-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25935069&;nd=0110 ======================== Sponsored by ========================= The Internet Analyst: Wall Street's daily and weekly industry outlook Multex's The Internet Analyst features daily 'Net-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTIA.asp To be sure you receive your TIA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Market Edge's Tom Ventresca explains why bad news can sometimes be good news for the market. Ventresca explains that investor sentiment tends to be an inverse indicator for stocks. He identifies some of his favorite market indicators and discusses his firm's sentiment index. Pose him your questions until Fri., Jan. 11. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0110 Register to receive a FREE weekly market commentary and FREE trial! Get unbiased, computer generated BUY-HOLD-SELL opinions on 4,700 stocks and more. No credit card needed. Click Here http://www.marketedge.com/multex.asp?Location=3 2. ASK THE EXPERT Insurance.com's Ronald E. Newton discusses life insurance coverage issues brought up by divorce. Newton explains the importance of reviewing insurance coverage in the midst of divorce to protect loved ones should catastrophic events occur. Do you have all the coverage you need? He can take your questions through tonight Thurs., Jan. 10, 5 PM ET. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0110 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT CIBC World Markets provides its outlook and current position on the semiconductor industry. CIBC focuses on recent sales trends and its expected industry revenue growth through 2004. It offers a sector investment opinion and identifies its favorite names. This 18-page report, which usually sells for $50, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25914538&;nd=0110 2. DAILY FREE SPONSOR REPORT Morgan Stanley reviews strategies and valuation for "neutral"-rated Intimate Brands (IBI). The firm declines to set a target price for IBI, and notes that increased focus on brand development, and tighter cost and inventory control may not be enough to offset weak comps in a difficult environment. Members can read the firm's description of investment positives and key risks by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=4335290&;sid=8&nd=0110 =================================================================== 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/
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