Buyside articles from October 2001

Buyside archives from October 2001

Numerical Technologies, Inc.(Brief Article)(Statistical Data Included)
October 1, 2001... (NMTC: NASDAQ) RATING: STRONG BUY Company Description Numerical Technologies, Inc. is the leader in subwavelength design to manufacturing solutions. The company develops and markets proprietary technology, software tools and...

FLETCHER CHALLENGE FORESTS LIMITED.(Brief Article)
October 1, 2001... Country: New Zealand Exchange: NYSE Ticker: FFS CUSIP: 339324402 Ratio (Ords to ADRs): 10:1 Fletcher Challenge Forests Limited (www.fcf.co.nz) is an internationally focussed forest and wood products company based in...

KOREA TELECOM CORPORATION.(Brief Article)
October 1, 2001... Country: Korea Exchange: NYSE Ticker: KTC CUSIP: 50063P103 Ratio (Ords to ADRs): 1:2 Korea Telecom is the leading provider of telecommunications services in Korea offering fixed line services, business and data...

KPN ROYAL DUTCH TELECOM.(Brief Article)
October 1, 2001... Country: Netherlands Exchange: NYSE Ticker: KPN CUSIP: 780641205 Ratio (Ords to ADRs): 1:1 KPN Royal Dutch Telecom (KPN) is the leading telecommunications company in the Netherlands. It supplies the whole range of...

PIONEER CORPORATION.(Brief Article)
October 1, 2001... Country: Japan Exchange: NYSE Ticker: P10 CUSIP: 723646105 Ratio (Ords to ADRs): 1 to 1 Pioneer Corporation is a world leader in electronics products tar the home, commerce and industry. The Company is respected for...

SADIA.(Brief Article)
October 1, 2001... Country: Brazil Exchange: NYSE Ticker: SDA CUSIP: 786326108 Ratio (Ords to ADRs): 30:1 Sadia was founded 55 years ago in Concordia-SC. Sadia is the largest player in the Brazilian processed food industry,...

SK TELECOM CO., LTD.(Brief Article)
October 1, 2001... Country: Korea Exchange: NYSE Ticker: SKM CUSIP: 78440P108 Ratio (Ords to ADRs): 1:9 SK Telecom is Koreo's leading wireless telecommunications operator, serving about 11 million cellular subscribers. The Company...

SONERA CORPORATION.(Brief Article)(Statistical Data Included)
October 1, 2001... Country: Finland Exchange: NASDAQ Ticker: SNRA CUSIP: 835433202 Ratio (Ords to ADRs): 1:1 Sonera is an international forerunner in mobile communications and mobile-based services and applications. By combining its...

TELECOM CORPORATION OF NEW ZEALAND LIMITED.(Brief Article)(Statistical Data Included)
October 1, 2001... Country: New Zealand Exchange: NYSE Ticker: TELZ CUSIP: 879278208 Ratio (Ords to ADRs): 8:1 Telecom New Zealand sells bandwidth and access to skills and expertise in the rapidly converging telecommunications and IT...

Through Thick & Thin.
October 1, 2001... If you've ever driven along a highway or back road in Sonoma County, you may have noticed little markers here and there along vine-covered fences, sometimes with flowers, sometimes with wooden crosses. They are memorials for people who've died...

Making the Grade.(Statistical Data Included)
October 1, 2001... BUYSIDE'S WHO'S-WHO OF STOCKS THAT MADE THE GRADE WITH A RECOMMENDATION UPGRADE OR INITIATION TO 'STRONG BUY' ELECTRONICS APW (APW) BASIS FOR STRONG BUY: As one of the few remaining "pure-play" enclosure providers, APW is on the...

NEEDED ENERGY.(Brief Article)
October 1, 2001... AMONG JULY'S OFFERINGS, SOME TECH PLAYS AND A NEW ENERGY CONCERN SHOW STRENGTH Prior to the September 11 attack on America, Wall Street had hope that its debilitated IPO market would soon pick up the speed for which it was so famous last...

TRIBUTES.(Brief Article)
October 1, 2001... SANDLER O'NEILL employees are operating with an unprecedented energy and zeal, and wanted to respond to the community's outpouring. They asked that we share these comments, and information about their relief fund. Last week's tragedy has struck...

Buyside On The Buy Side.(Multiple articles included.)(Brief Article)(Statistical Data Included)
October 1, 2001... Tracks and Treks of Fund Managers and Analysts Elco Management Co. plans to launch the Elco Energy Select Fund in December 2001. The hedge fund will trade in a similar fashion to the Elco Energy Fund, except that it may take short positions...

SELL SIDE KUDOS.(includes brief articles)(Brief Article)
October 1, 2001... ABN AMRO has appointed John Smith, a former senior equities executive with DLJ, Deutsche and UBS, as global head of equities. He succeeds Nick Bannister, whose appointment as head of the bank's wholesale banking activities in the U.S. was...

A CALCULATED RETURN.(Brief Article)(Statistical Data Included)
October 1, 2001... MEASURING FUND PERFORMANCE IN LIGHT OF NEW SEC TAX The U.S. mutual fund industry has experienced unprecedented growth during the past two decades. According to the Securities and Exchange Commission, assets under management rose from $134.8...

Mind Over Matter.(Laurie J. Burstein, Oakwood Capital Management)(Column)(Statistical Data Included)
October 1, 2001... Laurie J. Burstein Oakwood Capital Management It isn't really fair. When CEOs and CFOs of public companies step up to discuss their company's status they should consider themselves under polygraph when they speak with Laurie J. Burstein of...

Banking On It.(Federal Reserve Board)(Panel Discussion)
October 1, 2001... The Federal Reserve Board Comes Under Fire In A Cold Year. What Exactly Is Its Job, And How Well Is It Doing? It has been a year of many issues swirling in the markets: recovery or recession, economically and in stocks; sector rotation, as...

The Price of Freedom.(market's response to September 11, 2001, attack)(Statistical Data Included)
October 1, 2001... OUR NATION RISES TO A CHALLENGE IN THE WAKE OF THE TRAGEDY. HOW WILL THE MARKETS RESPOND? September 11, 2001. A date of indescribable tragedy, not only for the families and loved ones of the thousands of people lost in the terrorist...

Frozen Pipes.(outlook for natural gas industry)(Statistical Data Included)
October 1, 2001... STINGY SNOW AND TEMPORARY COMMODITY LOWS ASIDE, NATURAL GAS DEMAND IS EXPECTED TO INCREASE AND KEY STOCKS SHOULD RISE Blame it on Jack Frost. You know, that guy who comes around every year and makes us turn up the thermostat. He was a no...

QUESTAR: AT THE HUB OF WESTERN ENERGY DEVELOPMENT.(Brief Article)(Statistical Data Included)
October 1, 2001... It seems like there's something akin to a new gold rush in the Rocky Mountains these days -- it's companies trying to mine the prolific natural gas resources. The region is being counted on to supply a growing percentage of the country's energy...

Anadarko.(Brief Article)(Statistical Data Included)
October 1, 2001... Anadarko Petroleum Corporation (NYSE: APC) is the world's largest independent oil and gas exploration and production company, with proved reserves of more than 2 billion barrels of oil equivalent and daily production exceeding 550,000 barrels...

THE HOUSTON EXPLORATION COMPANY.(Brief Article)(Statistical Data Included)
October 1, 2001... THE HOUSTON EXPLORATION COMPANY (NYSE: THX), headquartered in Houston, Texas was founded in 1986 as an exploration and production company focused principally on the offshore Gulf of Mexico region. Today, Houston Exploration explores and...

Brave New Funds.(Statistical Data Included)
October 1, 2001... THESE 'QUANT JOCKS' MELD MODERN PORTFOLIO THEORY AND BRAVE NEW WORLD INTO MEGA RETURNS. Move over Big Blue. Government scientists have created the world's newest supercomputer. With the power of 50,000 laptops, this technological wonder...

AVAYA communication.(Statistical Data Included)
October 1, 2001... A leading global provider of communications infrastructure, applications and services for the enterprise Profile With nearly one million customers worldwide, Avaya is a leading global provider of enterprise communications...

Tracking Satellites.(Brief Article)(Statistical Data Included)
October 1, 2001... David B. Kestenbaum covers the satellite industry for ABN AMRO. The different segments of the satellite industry, he says, "have varied widely in performance." What he thinks is positioned at this point to do well is the government...

Power Lunch.(buy back programs)(Column)(Statistical Data Included)
October 1, 2001... COMPANIES STEP UP TO THE PLATE WITH BUY BACK PROGRAMS, FOR A SYMBOLISM AND STRATEGY SPICED TASTE OF HOME COOKING During turbulent times, we all want a higher level of comfort. And, as institutional investors have shared, most notably in...

As You Like It.(media industry)(Brief Article)
October 1, 2001... FROM BUSINESS TO PLEASURE, BROADCAST AND NEW MEDIA STARS LIGHT THE STAGE FOR MEDIA & ENTERTAINMENT STOCKS. Remember Shakespeare's words: "All the world's a stage, and all the men and women merely players." And which players will fare...

Paper Trail.(paper industry forecast)(Statistical Data Included)
October 1, 2001... CAN'T SEE THE FOREST FOR THE TREES IN THE PAPER PRODUCTS SECTOR? IT COULD LEAD THE MARKET OUT OF THE DARK. Everything we thought about the stock market changed on September 11, the day terrorists destroyed the World Trade Center and crashed...

Boston Un-Commons.(investment bank Adams Harkness & Hill)(Statistical Data Included)
October 1, 2001... ADAMS, HARKNESS & HILL IS THE BEGINNING OF THE FREEDOM TRAIL FOR ITS TOP-NOTCH AND INDEPENDENT ANALYSTS An interview with Matt Patsky, the managing director of equity research for Adams, Harkness & Hill, is a study in working hard as well...

West Marine, Inc.(Brief Article)(Statistical Data Included)
October 1, 2001... (WMAR: NASDAQ) RATING: STRONG BUY LIFESTYLE/LEISURE Laura Richardson (617) 371-3900 lrichardson@ahh.com Company Description West Marine, Inc. is the U.S.'s leading specialty retailer of products for the boating aftermarket....

Thanksgiving Day.(Statistical Data Included)(Editorial)
October 1, 2001... The holiday is just past as I write this, and it was noticeably quieter this year. But, as Chad Skelton of the Vancouver Sun noted, while people are more reflective, they are also more mindful of that for which we may be thankful. The...

Globe & Mail.(Statistical Data Included)
October 1, 2001... Michael Smedley Morgan Meighen & Associates The shortest distance between two points may well be a straight line, but don't tell that to Michael Smedley. Smedley, who serves as chief portfolio officer and CEO as well as president of funds...

Change in the Weather.(U.S. natural gas stocks are discussed)(Brief Article)(Statistical Data Included)
October 1, 2001... Though Industrial Demand is Down, Natural Gas Stocks Should Benefit From Increasing U.S. Consumption Demand. Ken Page of RBC Dominion Securities is practically a part-time meteorologist as he scans weather charts for hints on the coming...

Defining Discipline.(Forest products industry)
October 1, 2001... FOREST PRODUCTS COMPANIES LEARN TO MARSHALL THEIR RESOURCES The key word describing today's forest products sector is discipline, an expression used by analysts to describe the industry's restraint on the construction of new capacity. This...

A Nest in the West.(Terry Salman of Salman Partners)
October 1, 2001... A LOVE OF RESEARCH LEADS TO ENTREPRENEURIAL BLISS AND AN INDEPENDENT PERCH After reaching his peak as a professional analyst for a top brokerage firm, Terry Salman decided to take his entrepreneurial spirit out West. And so it was out West...

Vermilion Resources Ltd. (VRM: TSE) Buy.(Brief Article)(Statistical Data Included)
October 1, 2001... Company Description: Vermilion Resources Ltd. is a mid-sized international oil and gas company with a history of delivering high growth and outstanding value. The company operates in Alberta and France, where it is the third largest...

All Energy Focus.(Statistical Data Included)
October 1, 2001... ONE OF CANADA'S LARGEST ENERGY RESEARCH FIRMS, FIRSTENERGY'S COVERAGE AND SKILLS MATCH THOSE OF THE SECTOR In 1993, FirstEnergy Capital Corp. was formed in the Canadian city of Calgary with the intention of focusing on oil and gas...

Thunder Energy Inc.(Brief Article)
October 1, 2001... Jill T. Angevine 10/11/01 RECOMMENDATION: BUY (THY: TSE) COMPANY DESCRIPTION: Thunder Energy Inc. is a fast-growing natural gas-weighted junior oil and gas company based in Calgary, Alberta, Canada. The company is...

Great Lakes Hydro Income Fund.(Brief Article)
October 1, 2001... Dennis Lawrence 8/21/01 (GLH.UN: TSE) RECOMMENDATION: BUY Dennis Lawrence COMPANY DESCRIPTION: The Great Lakes Hydro Income Fund is an unincorporated open-ended trust that indirectly owns, operates and manages two...

Vermilion Resources Ltd.(Brief Article)
October 1, 2001... Martin Molyneaux 9/16/01 VRM: TSE RECOMMENDATION: BUY COMPANY DESCRIPTION: Vermilion Resources Ltd. is a mid-sized international oil and gas company with a consistent history of delivering high-growth and outstanding...