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In today's edition of the Daily Update, Charles Payne, principal analyst and founder of Wall Street Strategies, explains the so-called January effect and William Valentine, principal of Valentine Ventures, reviews his home runs and strike-outs from 2001. Speaking of the January effect, among the broker reports available for download, we feature one from Brown Brothers Harriman that also touches on this phenomenon. We also remind our members that they have exclusive access to Morgan Stanley research through the firm's free research trial; today, we suggest you look at their report on Qualcomm (QCOM), which they rate "strong buy-volatile." 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=5685&;nd=0107 *************************************************************** 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. INVESTMENTOR Prophetic to pathetic: a year in review Flagellation and self-congratulation with the benefit of hindsight By William Valentine, CFA I'm a corny, traditional kind of guy, especially around the holidays. Whether it's felling the family Christmas tree in the nearby forest, enjoying thrice-daily eggnog lattes, or experimenting with a new pheasant recipe each year, you could almanac my predictability. This is also the time of year that I lay out my goals, personally and professionally, for the coming year--which you can't do until you examine the successes and failures of the prior year. And as long team readers know, that manifests itself in the form of my third annual "Prophetic to Pathetic" Review of all columns written, and advice given, over the last year. Forty-two columns are a lot to review. But I didn't have to look too far to find blunders, miscues, and downright pathetic commentary. Going back to my "2001 Outlook" from last January, in hindsight I was too optimistic about the economy and market. For the first half of the year, I believed that we'd actually skirt an official recession. While we'll never know whether or not we would have avoided one without the impact of Sept. 11th, we clearly did enter into a recession, and that kept the stock market's growth retarded. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5669&;nd=0107 2. INVESTMENT IDEAS Five fateful days Five January days that could determine the course of the year, and four picks from the guru By Charles Payne, principal analyst, Wall Street Strategies After a two-year route that saw the market experience it's worse performance since 1973-74, investors are going to begin the year hoping for the best but not forcing the issue. Reluctance to buy this market could result in a lackluster first week. The old saying is that as January goes, so goes the rest of the year (in fact traditionalists say the first five days of the year will determine the outcome for the rest of the year). I'm not so sure that will be applicable to the market this year. Instead, it could be the last 5 days of the month that sets the tone for the rest of the year. On the 29th, the Fed gathers for the first FOMC meeting of the year. After 11 rate cuts last year, it will be interesting to see whether Greenspan and company decide to take the scalpel to rates again. We think the market has a better chance of making a serious rally if the Fed chooses to stand pat. Click here to read more. http://www.multexinvestor.com/article.asp?docid=5653&;nd=0107 ======================== Sponsored by ========================= Paying too much for AUTO Insurance? Take a test drive on Insurance.com - where some of Americas Best Known Carriers compete to help you SAVE. Get no-obligation QUOTES. COMPARE with your own policy. Dont pay more than you have to. Seek the best policy for your money - Insurance.com http://ad.doubleclick.net/clk;3267859;5840728;z?http://www.insurance.com/entry.asp?sid=3787 ============================================================== 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=0107 2. TODAY'S SPECIAL REPORT Lehman Brothers discusses positive demand data for satellite radio service. In the report, retailer surveys and channel checks, summary findings, discussion of major players including Sirius (SIRI) and XM Sat. Radio (XMSR), plus liquidity and leverage analysis, and 41 illustrative tables or figures. (62-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=25909547&;nd=0107 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Brown Brothers Harriman discusses numerous factors that affect January stock performance. BBH identifies several reasons to expect a strong January in the market. The forecasting effect, small-cap effect, and tax-selling rebound effect are explained. The analysts also touch on positive economic developments. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25836499&;nd=0107 4. THIRD-PARTY REVIEW Morningstar explains why it sees profitable McAfee.com (MCAF) as a stock to keep an eye on. M'Star provides an investment overview of this consumer ASP and anti-virus product provider. Also, analysis of MCAF's growth, profitability, financial health, and valuation characteristics, plus bullish and bearish arguments. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25682515&;nd=0107 5. WHAT'S HOT? Buckingham Research identifies its top retail and apparel picks for 2002. Buckingham provides an industry overview and explains the fundamental characteristics of the types of companies investors should be focusing on. The firm names 16 stocks from the retail and accessory space it would buy. (2-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25883693&;nd=0107 ======================== 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 PowerPlusOptions.com's Victor Schiller discusses how to successfully hedge stock purchases. Using an example involving Microsoft (MSFT), Schiller explains how selling out-of-the-money covered call options helps mitigate the risk involved with being long stocks. You can ask him your questions regarding options until Mon. Jan. 7. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0107 Try our PowerOptionsPlus FREE Trial NOW! The Best Way To Find, Compare, Analyze, and Make Money On Option Investments...And it's Guaranteed. Click here http://www.poweropt.com/mtx1 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 until Thurs., Jan. 10. Ask the expert. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0107 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Robert Baird & Co. discusses the energy and utility markets. Baird analysts provide sector commentary, including fallout from the Enron (ENE) situation, recent sector news, a weather analysis, and stock rating guide. This 38-page report, which usually sells for $75, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=25904662&;nd=0107 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $90 price target for "strong buy-volatile"-rated Qualcomm (QCOM). The firm recommends the QCOM to investors with a long-term investment horizon and a high tolerance for risk. Read why the firm is so high on the stock, and what caveats it issues, by registering for the firm's free research trial. http://www.multexinvestor.com/download.asp?docid=4708130&;sid=8&nd=0107 =================================================================== 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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