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Enron Mail |
In today's edition of the Daily Update, Charles Payne, principal analyst at Wall Street Strategies, discusses bending the rules and asks investors if they really want to know the dirty little secrets undergirding their lifetime investments. He also discusses coming economic news that may affect the market and his own current favorites, which ironically include energy stocks. Also, Dave Sterman examines the challenges facing EMC (EMC) and the storage hardware market in general, and Morgan Stanley gives its sanguine take on another kind of storage, Federated Department Stores (FD), in a report that Multex Investor members like you can access for free by signing up for the firm's free research trial. One last thing: tomorrow, some of you will be receiving this email in HTML format, as we test new ways of delivering you a better product. In theory, those of you using email platforms that do not support HTML mail will automatically receive text-based email as usual. We welcome your comments and suggestions, and we hope that we will be able to serve you better with more relevant content as a result. Please send your comments to investor.feedback@multex.com. You can link directly to our research page, which features synopses of broker and free reports, and you can also register for the Morgan Stanley trial by clicking on the Morgan Stanley logo, here: http://www.multexinvestor.com/article.asp?docid=6513&;nd=0129 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Receive a 4 week RISK-FREE trial subscription to the Financial Times Financial Times reporters all over the world cover everything from business and economic news to world events like no other publication. Click on the link below to start your 4 week risk-free trial subscription and receive the insightful reports on companies and markets worldwide with the FT's unique, global perspective. SUBSCRIBE TODAY: https://www.ftsubs.com/JCE14A2327 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTMENT IDEAS Market on the cusp, investors on the edge You can't stand the truth, so stay in the kitchen By Charles Payne, principal analyst, Wall Street Strategies There is no doubt that the topic of the week is trust. Each day saw a new scandal and a new perpetrator. Even though Enron (ENE) continues to hog the headlines, the Houston based energy trader (I guess that's what they were) wasn't the only company called to the mat on ethics and accounting (next month the country celebrates Lincoln's birthday, and although he'd be beaming about how everyone has come together to support the battle against evil, he wouldn't be too happy with the goings on in the corporate world). In the meantime, corporate earnings took a back seat to the daily revelations of improprieties. Even the eagerly awaited testimony of Alan Greenspan became a sideshow of sorts. After spending the last year or so soul-searching for reasons as to why they took such an unceremonious bath in the stock market, investors have come to find that they were never fully aware of the goings-on behind closed doors. There are a lot of questions to be answered, both legal and ethical, yet in many ways we already know the answers and will never get the details. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6505&;nd=0129 2. INVESTMENT IDEAS Can EMC (EMC) stay atop the data storage mountain? Still the market share king, margins and analyst confidence are waning for this former stalwart By Dave Sterman, equity research columnist The boom in data storage has become a bust. Prices for data storage gear have plunged as heavy competition has led to fierce price wars. Few have taken a deeper hit from the storage sector's comedown than industry leader EMC (EMC). Click here to read more. http://www.multexinvestor.com/article.asp?docid=6507&;nd=0129 WORD FROM OUR SPONSOR -------------------------- How much auto insurance coverage should you have? Most states have laws requiring you to purchase at least some auto insurance. In reality, though, there is often a large gap between the insurance you're required to carry and what you should carry. Learn more. http://www.multexinvestor.com/page.asp?target=/personalfinance/insurance/home&;nd=0129 ======================== Sponsored by ========================= Enjoy the worlds first fully flat bed in business class, and two FREE tickets. Simply enroll in Executive Club, fly Club World before April 15, 2002, and youll get two free economy tickets to anywhere British Airways flies. Fly Flat. Fly Free. http://ad.doubleclick.net/clk;3788852;6791475;f?https://www.britishairways.com/regional/usa/offers/winterpromo/index.shtml?src=MTI2 ============================================================== 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=0129 2. TODAY'S SPECIAL REPORT Friedman, Billings, Ramsey offers a historical report on the evolution of wireless communication. The firm discusses potential growth catalysts for the industry, the evolution of wireless, the global sector landscape, descriptions of wireless technologies including CDMA, analysis of major wireless providers, and much more. (52-page report for purchase - $100) http://www.multexinvestor.com/download.asp?docid=26090706&;nd=0129 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Legg Mason identifies its favorites for investors in the electric utility space. No stock or sector commentary, but the firm lists 4 high yield equity ideas, 3 income and growth ideas, and 7 preferred stock ideas. Also, 94 other top yielding preferreds and a complete coverage list with fundamental data. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26008756&;nd=0129 4. THIRD-PARTY REVIEW Kintisheff Research reports on yet another revenue warning from JDS Uniphase. Kintisheff discusses JDSU's earnings call last week and details what the company said to investors. The firm relates its current investment opinion on the stock. 4 pages of company commentary and 5 pages of financials. (9-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26085150&;nd=0129 5. WHAT'S HOT? Brown Brothers Harriman explains why it sees a sustainable semiconductor recovery underway. In the report, discussion of near-term sales activity, increase in DRAM prices, and positive earnings revisions trends. Also, some general chart-based info. on the broad market and BBH's strategic focus list of 37 stocks. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25945421&;nd=0129 ======================== Sponsored by ========================= The Telecomm Analyst: Wall Street's daily and weekly industry outlook Multex's The Telecomm Analyst features daily telecommunications-industry specific research highlights, investment ideas, analyst opinions, portfolio strategies: http://www.multexinvestor.com/Analysts/HomeTTA.asp To be sure you receive your TTA newsletter every week, click here: http://www.multexinvestor.com/login.asp ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Schaeffer's Research's Bernie Schaeffer discusses recent price action in major market averages--extended. Calling latest trading activity "disturbing," Schaeffer explains why his chart analysis reveals bearish indications. What are some key levels that investors should watch in the Dow, Nasdaq, and S&P averages? Bernie's spot was scheduled to end yesterday, but you can still ask him questions through tonight, Tue., Jan. 29, 5 PM ET. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0129 Twenty 100% profit winners in 2001. Try the nation's leading options newsletter for ONE MONTH FREE! No credit card required. BERNIE SCHAEFFER'S OPTION ADVISOR. http://www.schaeffersresearch.com/redirect.asp?CODE=GB02A8&;PAGE=1 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=0129 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Deutsche Banc Alex Brown discusses shipment trends in the consumer electronics industry. DBAB looks at recent hot selling electronics equipment and same store sales for the major retailers including BBY, RSH, CC, and TWTR. 2002 product highlights. 9 figures. This 8-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=26001715&;nd=0129 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $50 price target for "outperform"-rated Federated Department Stores (FD). The firm says that FD is "ready to ride an economic rebound," and reports on key investment strengths and risks associated with the stock. Multex Investor members like you can register for the firm's free-research trial to access research on this and other stocks. http://www.multexinvestor.com/download.asp?docid=4447062&;sid=8&nd=0129 =================================================================== 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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