NEW YORK ,June 16, 2000 (PRIMEZONE) -- Thirteen leading analysts and top management from ninety-seven sector firms examine Investing Strategies in this special 364-page U.S. Bancorp Piper Jaffray Conference Issue from The Wall Street Transcript (212/952-7433) or http://www.twst.com/info/info114.htm.
1) Financial Business Services - In an in-depth (4,500 words) Analyst Interview, Bradley Berning, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including common characteristics of Financial Business Services companies, investment themes or trends, and shares specific stock recommendations.
Berning states, "One of the companies that we recently upgraded was Fair, Isaac (NYSE:FIC), which is known for its credit scoring in the different lending arenas, and we estimate it has approximately 50% market share of all credit bureaus. Recently we've seen the new management team that has come in and put management processes in place to deliver a more sustainable predictable business model. Thus we have a high degree of confidence in their future revenues and future earnings over the next couple of quarters."
Berning states, "American Express (NYSE:AXP) is one which we believe investors should keep high on their profile list. We recommend purchasing when there are any opportunities on market weakness. AMEX is aggressively taking market share in the lending side of the card business. Because AMEX is also its own network, it can process its own transactions and capture all of the economics and revenue from that transaction."
Ceridian (NYSE:CEN) is a Strong Buy with Berning. "Ceridian, which is rated a Strong Buy, is a stock that's in a year of transition. Ceridian is continuing to make progress. We believe that all the risks and challenges in front of them from these past issues have been priced into the stock, so we believe there's an attractive risk/reward scenario here in the stock."
Berning declares, "We think Equifax (NYSE:EFX) is another attractive risk/reward stock. It had some issues in Europe, in addition to a slowdown in its North America revenue growth over the last year and a half. Europe and Latin America still continue to post some challenges, but we think over the longer term that investors will be rewarded for entry at this point."
This 364-page U.S. Bancorp Piper Jaffray Conference Issue also features:
2) Outlook for U.S. Bancorp Piper Jaffray - In an in-depth (1,600 words) Analyst Interview, Thomas Schreier, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the five sectors he covers, and highlights the theme of this year's conference.
3) IT Infrastructure - In an in-depth (1,100 words) Analyst Interview, Ashok Kumar, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, demand/supply issues, new technology applications, and shares specific stock recommendations.
4) Wireless Communications Stocks - In an in-depth (2,300 words) Analyst Interview, Samuel May, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including investment strategies, sector trends, the mobile internet, the U.S. Bancorp Piper Jaffray Wireless Index, and shares specific stock recommendations.
5) Internet Software Infrastructure - In an in-depth (3,400 words) Analyst Interview, Hany Nada, Managing Director of U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, trends on the demand side, his valuation methodology, and shares specific stock recommendations.
6) B2B E-Commerce - In an in-depth (4,100 words) Analyst Interview, Jon Ekoniak, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, various business models in the sector, and shares specific stock recommendations.
7) Outlook for Electronic Commerce - In an in-depth (3,900 words) Analyst Interview, Stephen Franco, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including e-commerce, online financial services, investment trends, and shares specific stock recommendations.
8) Network Infrastructure - In an in-depth (1,800 words) Analyst Interview, Conrad Leifur, Vice President with U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including the DSL niche, optical networking technology, mergers and acquisitions activity, and shares specific stock recommendations.
9) Biotechnology Stocks - In an in-depth (3,600 words) Analyst Interview, Mark Augustine, Senior Research Analyst with U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including criteria to look for in a biotechnology company, advances in infectious diseases, and shares specific stock recommendations.
10) Healthcare Services - In an in-depth (3,700 words) Analyst Interview, William Bonello, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector, including reimbursement basis for Healthcare Services companies, trends in reimbursement, and shares specific stock recommendations.
11) Lifestyle Retailing - In an in-depth (3,700 words) Analyst Interview, Jeffrey Klinefelter, Senior Research Analyst at U.S. Bancorp Piper Jaffray, explains the concept of lifestyle retailing, examines the outlook for the sector, and shares specific stock recommendations.
12) Outlook for E-Health - In an in-depth (2,600 words) Analyst Interview, Daren Marhula, Senior Research Analyst at U.S. Bancorp Piper Jaffray, examines the outlook for the sector on the business-to-consumer and on the B2B side, and shares specific stock recommendations.
13) Retail Hardlines Stocks - In an in-depth (4,000 words) Analyst Interview, Rebecca Yarchover, Senior Research Analyst at U.S. Bancorp Piper Jaffray's Equity Research Group, examines the outlook for the sector, including retail hardlines companies, consumer electronics, and shares specific stock recommendations.
14) CEO/Company Interviews - Top management of ninety-seven sector firms examine the outlook for their firm and the sector. Firms include:
AmeriCredit, Bridge Medical, Cintas, click2learn.com, Community First Bankshares, Delano Technology, Equifax, Harris Interactive, HEALTHSOUTH, IntraNet Solutions, JDS Uniphase, Layton BioScience, Lightspan, Lionbridge Technologies, Metris Companies, Multex.com, National Discount Brokers Group, OraPharma, RADVision Ltd., Retek, 99 Cents Only Stores, Abercrombie & Fitch Company, ADC Telecommunications, Allos Therapeutics, Alloy Online, American Dental Partners, American Express Company, AmeriPath, Applebee's International, Aspect Communications, Bluefly, C.H. Robinson Worldwide, Clarus, Coldwater Creek, Commerce One, Confer Software, Davox, Ecolab, Electronics for Imaging, Eloquent, ePocrates, E-Tek Dynamics, Expeditors International of Washington, Family Dollar Stores, Fidelity National Financial, Gateway, Go2Net, Guitar Center, H.B. Fuller Company, Hanger Orthopedic Group, Heller Financial, HomeServices.com, Hormel Food Corp., iManage, Insight Enterprises, Interactive Intelligence, iVillage, Landec, Liberate Technologies, LookSmart Ltd., Macrovision, MCK Communications, MedChannel, Media 100, Metron Technology NV, Michael Foods, Mortgage.com, National Instruments, Natrol, Netcentives, NETsilicon, Network Commerce, NextCard, Nu Skin Enterprises, Online Resources & Communications, OrthAlliance, Performance Food Group, Pinnacle Systems, Primus Telecommunications Group, Redback Networks, Regis, RehabCare Group, Restoration Hardware, School Speciality, SelfCare.com, SimplyHealth.com, Spiegel, Splash Technology Holdings, Starbucks, T/R Systems, TCF Financial, TMP Worldwide, Tuesday Morning, U.S. Bancorp, Uno Restaurant, Witness Systems, Xchange.
To obtain a copy of this 364-page U.S. Bancorp Piper Jaffray Conference Issue, call (212) 952-7433 or see http://www.twst.com/info/info114.htm.
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