|
|
Enron Mail |
Discoveries abound in today's edition of the Daily Update: Amazon.com finds profits in its fourth-quarter profits, but Rick Wayman, CFA, finds loopholes in GAAP that may explain them in discouraging ways. In our Broker research section, you may be interested to learn what is making certain biotech players yell, "Eureka," or you may want to download a free report on that ubiquitous, "amazing," Amazon. Also available exclusively to Multex Investor members like you, a report from Morgan Stanley on "outperform"-rated Dell (DELL) which you can access by registering for the firm's free research trial. Free, I tell you! Just follow the link in the Free and Sponsored section of this newsletter, or click on the link below and then click on the Morgan Stanley logo. 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=6240&;nd=0124 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Free & Instantly! Popular Forbes Columnist Ken Fisher gives you the same Q2 Report & Forecast he writes for his Private Clients FREE & without obligation. Plus, visit Ken's Instant Online Money Management Seminar. Click NOW! http://offer.wd12.com/cgi-bin/mail.dll?I858 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Hell freezes over (on a pro forma basis) Could Amazon be pulling an Enron? By Rick Wayman, CFA I always thought that hell would freeze over before Amazon.com (AMZN) posted a profit. This company, and the market's love affair with it, has always amazed me. After all, how could a market (even an irrational one) price this stock near $120 at a time when it was losing $0.44 on every dollar of sales, which is what happened in 1999? Ever since Jeff Bezos, the Prince of Pro Forma, announced that AMZN would post a profit by the end of 2001, I eagerly awaited the release so I could see how, not if, he would concoct the desired result. I was not disappointed. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6233&;nd=0124 2. INVESTMENT IDEAS Consolidation and content Wireless semiconductor stocks wrestle for share of a shrinking market By Dave Sterman, equity research columnist As we saw in the IPO market in recent years, fast-growing industries attracted a number of new players. But now that those industries have matured, growth has slowed and many smaller players are looking to merge in order to compete against the top tier players. As we noted a few weeks ago, wireless service providers in particular look set to engage in a merger orgy. It now appears that the same could be said for the wireless semiconductor industry. As growth in wireless handset sales has slowed, chip vendors are also looking to march down the aisle. In mid-December, Alpha Industries (AHAA) and Conexant (CNXT) announced plans to merge their wireless chip divisions. And more deals may emerge in the months to come. "We wouldn't be surprised to see additional activity as companies work to reach critical mass at a much higher level than in the past," says CIBC's Dale Pfau. Many players added factory capacity just as the industry slowed. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6239&;nd=0124 ======================== 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-brbnTD4?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=0124 2. TODAY'S SPECIAL REPORT Robert Baird & Co. discusses recent survey results from corporate IT spending decision makers. Baird compiles findings following a 26 question interview with 40 executives from various sectors. It separates findings into budget & application priorities, IT services, content mgmt., storage, and identifies companies poised to benefit. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26015141&;nd=0124 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Stephens, Inc. analyzes emerging applications in drug discovery technology. In the report, discussion of protein separation technology and products from Waters (WAT), applications for versatile mass spectrometers and products from Bruker Daltronics (BDAL), Affymetrix's (AFFX) GeneChip technology, & more. (8-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25977444&;nd=0124 4. THIRD-PARTY REVIEW Ford Investor Services provides comparative value graphs for major multinational conglomerates. Ford's graphs center on General Electric (GE), Tyco (TYC), United Tech. (UTX), TRW (TRW), Honeywell (HON), and 3M (MMM). 23 separate graphs compare earnings, sales, valuation, momentum, and more. (3- page report for purchase - $4) http://www.multexinvestor.com/download.asp?docid=669494&;nd=0124 5. WHAT'S HOT? Prudential's Ralph Acampora explains what technical indicators are saying about the market. Acampora discusses both macro factors (indicators) and micro factors (individual stocks). He examines recent price action in the S&P 500, sentiment-oriented factors, the bull/bear indicator, and more. Three illustrative figures. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26017554&;nd=0124 ======================== 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 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 until Friday, Jan. 25. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0124 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 until Thurs., Jan. 24. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0124 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT W.R. Hambrecht reviews a surprisingly strong quarter from the leading online retailer. Stating that it believes the company has "turned the corner," Hambrecht reviews the first ever profitable quarter for Internet retailing giant, Amazon.com (AMZN). This 7-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=26054909&;nd=0124 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $30 price target on "outperform" rated computer maker Dell (DELL). Members can download this report, which includes a valuation analysis and an outline of key investment strengths and risks on DELL, by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=4312383&;sid=8&nd=0124 =================================================================== 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/
|