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In today's edition of the Daily Update, Multex Investor director of investment research Marc Gerstein explains the math and the theory behind stock prices, and explains why investors should at least know the basics before buying. Also, equity research columnist Ben Mattlin discusses a pair of wireless telecom stocks that may be potential bargains. Also today, we feature a couple of broker reports on networking stocks as well as a report from Morgan Stanley on Network Associates (NETA), which readers can access free of charge by registering for the firm's free research trial. See below. Our NetScreen center helps novice, as well as more experienced investors develop investment ideas. Click below to see how: http://www.multexinvestor.com/BuzzPage.asp?target=stocks/advisor/home&;DocID=509&nd=0123 *************************************************************** You are receiving this mail because you have registered for Multex Investor. To unsubscribe, see bottom of this message. *************************************************************** ======================== Sponsored by ========================= There's a time and a place for everything. Usually it's now. Discover the advantages of Ameritrade with convenient client services, powerful tools and advanced trading technology. Trade Smarter. Open an Ameritrade account today and receive 25 commission-free trades. http://ad.doubleclick.net/clk;3774708;6714116;n?http://www.ameritrade.com/o.cgi?a=mgd&;o=rku&p=/html/25.fhtml ============================================================== Below -------- - Investment ideas - Broker and third-party research - Online advice and chats - Free and sponsored reports Investment ideas ----------------------------------------- 1. INVESTING STRATEGIES Why $30 and not $130? Buying stocks without knowing why prices are what they are is dangerous to your financial health. By Marc Gerstein, director of investment research Here's the moral of the story. You should always, always, always, always be able, in your mind, to construct some sort of logical connection between today's stock price and a stream of future dividends. The logical chain might be long: you might assume years of startup losses will be followed by more years of all profits being reinvested. But you should be able to envision some connection between today's stock prices and a stream of dividends that will commence someday in the future. You don't actually have to do the math. But you should feel comfortable that the numbers are such that if you wanted to take the time to do it as an interesting exercise, you could come up with some plausible set of assumptions that make the present-day price seem somewhere in the ballpark. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6153&;nd=0123 2. INVESTMENT IDEAS A tale of two values This pair of wireless infrastructure stocks offers long- term growth--don't let the prices fool you By Ben Mattlin, equity research columnist Over the past two years, as the market's become more challenging, investors are learning to be more selective than they used to be. Rather than seizing momentum and growth, which worked well in the '90s, successful investors are adopting a value orientation. But which discounted stocks represent true value and which are inexpensive simply because the company they symbolize is no good? In telecom, where most stocks have gotten hammered, it can be especially difficult to distinguish between duds bargains. Click here to read more. http://www.multexinvestor.com/article.asp?docid=6198&;nd=0123 WORD FROM OUR SPONSOR -------------------------- How to Save Money on Homeowners Insurance The cost of homeowners insurance can vary by hundreds of dollars depending on where you buy your policy. Learn what steps you can follow to help you save money. http://www.multexinvestor.com/page.asp?target=/personalfinance/insurance/home&;nd=0123 ======================== Sponsored by ========================= Parents - Before you do anything else today, check to see that you have enough coverage to protect your family's financial and education needs. Check out our life insurance calculator to determine your coverage needs. Get no-obligation Term Life QUOTES from multiple carriers. COMPARE & SAVE. Research & Apply. Rely on Insurance.com, backed by a trusted name - Fidelity Investments. http://ad.doubleclick.net/clk;3267838;5840728;w?http://www.insurance.com/entry.asp?sid=3786 ============================================================== 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=0123 2. TODAY'S SPECIAL REPORT CIBC World Markets explains why it believes the wireless sector will see strong growth in 2002. Predicting "mixed results" in Q1 2002, CIBC explains when the outlook should improve. Top picks are named in components, infrastructure, and handset manufacturers. Discussion of handset sales and subscriber trends. 24 exhibits. (29-page report for purchase - $75) http://www.multexinvestor.com/download.asp?docid=25996183&;nd=0123 3. EDITOR'S PICK: CURRENT RESEARCH FROM THE CUTTING EDGE Legg Mason offers its predictions and expectations for REITs and real estate in 2002. The firm discusses fundamentals since the 9/11 tragedy. It touches on its revised ratings 'matrix' and a plethora of ratings changes and revenue revisions. Brief explanations of ratings moves on HOT, HMT, EOP, and many more. (11-page report for purchase - $25) http://www.multexinvestor.com/download.asp?docid=25935782&;nd=0123 4. THIRD-PARTY REVIEW Morningstar makes the case for an aggressive investment in shares of Metromedia Fiber Networks. An investment overview, valuation analysis, analyst report, peer comparison, and grades on growth, profitability, and financial health all included. (3-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=21589123&;nd=0123 5. WHAT'S HOT? C.E. Unterberg Towbin explains key points in its 2002 outlook for networking gear manufacturers. C.E. UT explains why it sees sector bellwether Cisco (CSCO) and Riverstone (RSTN) as two well-positioned companies in the space. Also, why it is cautious on companies with focus on next-gen solutions. Valuation comparison chart. (4-page report for purchase - $10) http://www.multexinvestor.com/download.asp?docid=25935347&;nd=0123 ======================== 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 how to find top stocks within various investment styles. Focusing on value, one of five Market Edge classifications, Ventresca explains how a combination of fundamental and technical analysis yields highly attractive stocks for purchase. Pose him your questions on stock selection today Wed., Jan. 23. Ask the analyst. http://www.multexinvestor.com/AskTheAnalystForm.asp?&;nd=0123 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 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=0123 3. CHAT REBROADCAST TODAY Catch the January 8 rebroadcast today at 2:30pm ET and about the current economy, the Fed, and a variety of widely held stocks. Today at 2:30pm ET, Multex will rebroadcast the live event with Jim Weiss from January 8. He answered questions about the current economy, the Fed, and a variety of widely held stocks. Don't miss this! Click here http://www.multexinvestor.com/LiveEvents/Article.asp?target=/liveevents/article/home&;ForumID=42&DocID=6035&nd=0123 Free and sponsored reports ----------------------------------------- 1. FREE RESEARCH REPORT Lehman Brothers comments on the Argentine situation as it relates to consumer products companies. Lehman takes a look at Latin America exchange rates and its incremental effect on consumer multinationals. Companies looked at include DL, G, PG, CL, CLX, and more. This 9-page report, which usually sells for $25, is free to members for the next 72 hours. http://www.multexinvestor.com/download.asp?docid=5788474&;nd=0123 2. DAILY FREE SPONSOR REPORT Morgan Stanley sets a $35 price target for "outerperform-volatile"-rated Network Associates (NETA). The firm argues that NETA is gaining marketshare and "still has significant margin expansion ahead." Readers can download this report, which outlines the firm's valuation analysis and investment positives and risks, for free by registering for the firm's free-research trial. http://www.multexinvestor.com/download.asp?docid=4340536&;sid=8&nd=0123 =================================================================== 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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