Buyside articles from February 2002

Buyside archives from February 2002

Lehman brothers. (Research Report).
February 1, 2002... Forest Laboratories Inc. COMPANY DESCRIPTION: Forest Laboratories Inc. is a rapidly growing specialty pharmaceutical company. The company is developing a portfolio of therapies for CNS and cardiovascular diseases, led by antidepressant...

Short but sweet. (Publisher's Letter).(Editorial)
February 1, 2002... That's February for you. Short but sweet: winter's grip is loosening. The month's hope is to witness a warming trend, in the weather and towards others. Our valenme to you is to share something that may give you a smile and strengthen your...

The usual suspects reshuffle in First Calls readership rankings. (Must Read).(Brief Article)
February 1, 2002... And a few new faces were added to the list. Morgan Stanley's stars gave way to Salomon Smith Barney favorites, and a few Merrill Lynch analysts -- the most-read brokerage firm worldwide at the third quarter, with not an analyst on the previous...

Luster matrix goes beyond DCF for true valuation. (Don't go with the Flow).(discounted cash flow model )
February 1, 2002... One of the most popular valuation methods on Wall Street is the discounted cash flow model (DCF); however, The Abernathy Group has found a way to improve upon the model so that valuations are more accurate. The assumption behind the DCF model...

Citibank depositary receipt issuers.
February 1, 2002... ASM International ASM INTERNATIONAL N.V. Country: Netherlands Exchange: NASDAQ Ticker: ASMI CUSIP: N07045102 Ratio (Ords to NYRSs): 1:1 ASM International N.Y. dedicates its resources to the research,...

Tracks and treks of money managers and analysts. (Buyside on the Buy Side).
February 1, 2002... Berger has announced plans to merge the Berger New Generation Fund (BENGX) into the Berger Mid-Cap Growth (BEMGX) and the Berger Select Fund (BESLX) into the Berger Growth (BEONX). Mark Sunderhuse, manager of the New Generation and Mid-Cap...

Other notables. (Insights).(Gail M. Dudack)
February 1, 2002... Gail M. Dudack, the former chief investment strategist for UBS Warburg and independent market strategist who was among the first to identify the market bubble and the tech downfall, has taken the role of managing director of research for...

Collaborative investing: achieving higher returns through shared knowledge. (Strategies).
February 1, 2002... Collaborative Investing is an investment research philosophy that I have followed for 11 years. It has proven its worth time and time again. Essentially, it is uniting the knowledge base of industry experts--practitioners in specific industries...

Super size it: Nicholas Gerber/Ameristock. (Money Manager Profile).
February 1, 2002... Why should you trust Nicholas Gerber? Because, more often than not, he's right. And that stands out even more in light of his funds' recent performance. While few funds can boast fruitful numbers for 2001, Gerber's Ameristock Mutual and Focused...

Piedmont Natural Gas. (Investor Fact Sheet).
February 1, 2002... FIFTY YEARS OF SERVICE During 2001, Piedmont Natural Gas marked its 50th year of business as a premier natural gas distributor. Piedmont started business in 1951 when a group of forward-looking businessmen purchased Duke Power's gas...

Lightning rod: market watchers survey the enron wreckage for the utility industry's good news. Surprisingly, there's hope for growth.
February 1, 2002... When that old lightning rod Benjamin Franklin first put together two cedar sticks and a silk handkerchief, taking his famed kite out into that electrical storm, he was not only experimenting with electricity but also with the basis of an...

(NYSE: RNY).(Piedmont)
February 1, 2002... RECENT DEVELOPMENTS * In January 2002, Piedmont paid dividends to its shareholders marking the 47th consecutive year. Also, the dividend paid has increased 23 consecutive years. * In September 2001, Piedmont announced its 33% equity...

The hot sector in tech: in tougher times, business services see demand rise as companies seek to cost effectively fill bare spots.
February 1, 2002... As economic life becomes ever more complex, the business services and information technology sectors offer some reassurance to investors. Each depends on the growing need of companies for outside expertise. And each is, in varying degrees,...

Progress Software Corporation. (Fact Sheet).
February 1, 2002... Progress Software Corporation (PSC) and its operating companies create and deliver industry-leading technologies that enable application service providers (ASPs), independent software vendors (ISVs) and IT organizations to develop, deploy,...

Stacking the deck: key components stack up for crucial improvements among the savvy of 2001's small, mid and large cap stocks.
February 1, 2002... Most investors know which companies have been the best companies in the past because they have the market caps to prove it. Companies like Microsoft, Citibank and General Electric come to mind. What many investors don't know. however, are which...

Old inventions: the IPOs of 2001 proved, in sluggishness and low tech, 'not so nice,' as Shakespeare said, 'to change true rules for old inventions'.
February 1, 2002... "Out with the new and in with the old" was the IPO market's mantra in 2001, as the market was light on tech companies and heavy on formerly forgotten industries such as energy, healthcare, financials and consumer staples. Thanks to the...

Role playing: common sense contrarian or out and out bear, market watchers still look for the bottom, and are still wary of the valuation question. (Special Report Part II Outlook 2002).
February 1, 2002... Betting on a 2002 market rally? Don't bet the farm. After back-to-back negative years and increasing signs that the economic bottom may be near, it is an odds-on favorite that the market will end the year in positive territory. But only...

Growing by design: beltway-based Friedman, billings, Ramsey & Co. builds on key 'capital' position. (Friedman, Billings, Ramsey & Co).(Martin Friedman)
February 1, 2002... Martin Friedman, director of research for Friedman, Billings, Ramsey & Co., has been an anchor for the firm since its inception in 1989. He took the helm as director of research in 1998, and says, "We've been growing ever since. Extending...

FBR East West Bancorp, Inc. (EWBC: NASDAQ).
February 1, 2002... Company Description East West Bancorp, Inc., headquartered in San Marino, Calif., serves as the holding company for East West Bank, the third largest independent commercial bank headquartered in Southern California. In addition, with 29...

A river runs through it: like its namesake, Wachovia securities carves out its space in research, 'narrow and deep'. (Wachovia Securities).
February 1, 2002... Wachovia Corporation of Charlotte, N.C., the fourth-largest bank holding company in the U.S. with more than $320 billion dollars in assets, is as rich in its history as its equity research department is in its diversity. Wachovia Bank,...

A perfect fit. (Wachovia Securities).(JEFF DONNELLY, CFA)
February 1, 2002... PORTRAIT OF A HAPPY ANALYST: JEFF DONNELLY, CFA, senior analyst of the Real Estate/REITS/Lodging group of Wachovia Securities. While the adjective 'passionate' seems an unlikely choice to describe a hardworking analyst, in the case of Donnelly...

The perfect place. (Wachovia Securities).(STEPHEN SWETT)
February 1, 2002... STEPHEN SWETT HAS REAL estate in his blood. Ask what makes his heart beat faster and he will tell you it is the sight of homes, office buildings, apartments, stores. "I don't think I could just be a plain stock or bond analyst because I like...

FBR Friedman, Billings, Ramsey & Co.
February 1, 2002... (703) 469-1031 RLI Corp. (RLI: NYSE) Company Description RLI Corp., through its subsidiaries RLI Insurance Company, Mt. Hawley Insurance Company, Underwriters Indemnity Company and Planet Indemnity Company, underwrites selected...

North & South. (Inside Buyside Canada).
February 1, 2002... Well into January, the markets' rising are seems to have changed course. And should it be a surprise? Gloomy news can dampen any party, and the economic news is quite grim. Commenting on Alan Greenspan's recent speech in San Francisco, a Scotia...

Buyside Canada Insights & Conference Calendar.
February 1, 2002... BUYSIDECANADA ON THE BUY SIDE Meghan Leerskov Royal Mutual announced that Bear Stearns Asset Management of New York has been appointed as the portfolio sub-adviser for the O'Shaughnessy Canadian Equity Fund, the O'Shaughnessy U.S....

Know your Niche: Dlouhy Merchant's research team is committed to a total quality and long term vision. (Dlouhy Merchant Group).
February 1, 2002... Dlouhy Merchant is a specialty investment bank known for its research in small and mid-cap names, most of which are Canadian. With offices in Montreal and Vancouver, the firm's activities include institutional equity research and trading, as...

Tech Prospecting: Tech observers mark notable firms among information technology companies who benefit from global outsourcing savvy.
February 1, 2002... Canada's information technology and business services sectors are, like the wider Canadian economy, heavily dependent on what happens outside the country. "Outside" mainly refers to the U.S. It should not be surprising therefore that these...

About intel.
February 1, 2002... Today, Intel supplies the computing and communications industries with chips, boards, systems and software building blocks that are the "ingredients" of computers, servers, and networking and communications products. These products are used by...

Southern Company Corporate sponsored profile.
February 1, 2002... A Premier Super-Regional Energy Company Based in Atlanta, Southern Company serves nearly four million customers in one of the fastest growing regions in the United States. With more than 34,000 megawats of generating capacity and a rapidly...

Trigon is Virginia's largest health insurer and still growing.(Brief Article)
February 1, 2002... Our 2.1 million membership represents approximately 29% of the Virginia population, 34% where Trigon has the exclusive right to use the Blue Cross and Blue Shield trademarks, and 37% of the state's fully insured premiums. In a field of about...