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In today's edition of the Daily Update, we feature an article by equity research columnist Tom Ryan, who discovers a set of enterprise software stocks that are regaining favor on Wall Street. Also, with the Olympics well on their way, we thought you might be interested in a report from Bear Stearns on the impact of the Games on advertising revenues, and we are highlighting a related report from CIBC World Markets on broadcast stocks as well. 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=6868&;nd=0207 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= Terrorism's Next Target: Your Wallet America is more vulnerable to bin Laden now than six months ago. Economic disaster could be one spark away. Here's how to protect your wealth and build a strong portfolio for the crisis ahead. http://www.multexinvestor.com/jp.asp?id=nl_MIN020702_A1 ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- INVESTMENT IDEAS Enterprise software Wall Street spots some emerging leaders among enterprise software stocks. Thomas J. Ryan, equity research columnist Emboldened by better-than-expected fourth quarter results and some signs of recovery in Internet technology (IT) spending, Wall Street has turned more bullish on enterprise software. The group is coming off a dismal 2001, and most analysts expect software sales to remain generally sluggish through the first half of 2002. Even if a turnaround in IT spending doesn't arrive in the second half, Wall Street is finding some leaders emerging that are bound to prosper once IT budgets grow fat again. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6864&;nd=0207 ======================== Sponsored by ========================= How Do You Profit in a Crazy Market? Consult a Psychologist. Harvard's Dr. Richard Geist is an expert on the psychology of investors, institutions and markets. He used his expertise to generate a +31.56% return on his investments in 2001. Get his current advice with a FREE 30-day trial: http://www.multexinvestor.com/jp.asp?id=nl_MIN020702_A2 ============================================================== Broker and third-party reports ----------------------------------------- 1. INVESTORS' CHOICE: 3-DAY FAVORITE Prudential explains how investors should position portfolios going forward. The firm says investors should focus on retail and healthcare stocks and construct growth & income portfolios opposed to money markets. It identifies 8 retail and 22 health care buys and 39 components of a growth/income portfolio. (5-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26095393&;nd=0207 2. TODAY'S SPECIAL REPORT Wachovia Securities reviews 2001 commercial aircraft orders and analyzes future purchase trends. The firm looks at continuing decline in bookings for both Boeing (BA) and Airbus. Analysis of specific types of jet deliveries in 2000/'01 and estimates for 2002/'03. Recent order cancellation data and order backlog. 9 tables. (7-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=26045450&;nd=0207 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE CIBC World Markets comments on the prospects for cable television and satellite providers. In the report, 9 cable themes for 2002, CIBC's top two cable industry picks, the outlook for satellite broadcasting, digital cable growth, IP telephony, company specific outlooks on 11 stocks: CMCSK, DISH, CHTR & more. (68-page report for purchase - $150) http://www.multexinvestor.com/download.asp?docid=26116339&;nd=0207 4. THIRD-PARTY REVIEW Wall Street Strategies' Charles Payne discusses the short-term market outlook Payne explains why he feels the market's seeming resistance to a "trapdoor" decline feels like a daily dose of water torture. Also, brief discussion of Enron and economic recovery. Also, an investment suggestion from the insurance sector. (2-page report for purchase - $7) http://www.multexinvestor.com/download.asp?docid=26169620&;nd=0207 5. WHAT'S HOT? Bear Stearns discusses the impact of Olympic coverage on General Electric's (GE) NBC unit. Noting that NBC has already sold 97% of available ad space, Bear Stearns takes a look at the potential revenue impact that games' coverage will have on the network. Also, the outlook for NBC beyond Salt Lake City. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=26094943&;nd=0207 ======================== 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/jp.asp?id=nl_MIN020702_A3 To be sure you receive your TIA newsletter every week, click here: http://www.multexinvestor.com/jp.asp?id=nl_MIN020702_A4 ============================================================== Online advice and chats ----------------------------------------- 1. ASK THE ANALYST Schaeffer's Research's Bernie Schaeffer discusses a divergence in market "fear" readings. Noting a rare occurrence in which the CBOE market volatility index (VIX) has dropped below the S&P 100 Index volatility reading (OEX), Schaeffer explains what may be in store for the market. What does it all mean? Ask him questions until Fri., Feb. 8. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0207 Prepare for the investing week ahead with Bernie's insight to the hottest sectors and stocks. Sign up below for Bernie's FREE e-weekly market report, Monday Morning Outlook. http://www.multexinvestor.com/jp.asp?id=nl_MIN020702_A5 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 through tonight, Thurs., Feb. 7, 5 PM ET. http://www.multexinvestor.com/AskTheExpertForm.asp?&;nd=0207 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Five-star review The firm paints a cautious yet favorable picture for the sector in 2002. Discussion of comp sales, the economy, pre- and post- 9/11 sales, and more. 10 exhibits.This 22-page report, which usually sells for $75, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=26156950&;nd=0207 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $56 price target on "outperform-volatile"-rated Veritas Software (VRTS). The firm says that VRTS has "laid the groundwork for an enduring franchise," and lays out investment strengths and risks associated with the stock, along with a valuation analysis which Multex Investor members like you can read by registering for the firm's free research trial. http://www.multexinvestor.com/download.asp?docid=20232823&;sid=8&nd=0207 =================================================================== 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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