October - November 2001

Market Comment
Super Fast Phone Service Recommendation
New Buy Recommendations
Tech Explosion Portfolio
New Recommendation - SCMR
New Recommendation - YHOO
Russian Portfolio
NYSE Orphan Portfolio
Micro-Cap Briefs
The Internet Bubble Portfolio
Oil Patch Portfolio


Disclaimer: SA Advisory usually buys all recommendations prior to phone service, e-mail and newsletter recommendation on mentioned securities. The editor may buy, hold or sell positions in all securities at any time. The portfolios are all hypothetical in nature SA Advisory's portfolios are geared toward sophisticated investors aiming for short, medium and long-term capital gains. By nature, the editor is a stock trader and his trading habits may vary at his own discretion. Most, if not all, recommendations are based upon strict fundamental analysis. Revenue and earnings estimates are the foundation for our recommendations. The estimates result from management discussion. We do not intend to misinform, mislead or hype our readers. It is prudent for all investors to review all filings with the SEC (10Q & 10K) and contact management before investing. Investing in securities are inherent to risks to your financial health. If we are ever paid to produce a corporate profile, full disclosure will be made. WE HAVE NOT BEEN PAID FOR ANY OF OUR RECOMMENDATIONS.

To Newsletter Contents

September 24, 2001


First we had ultimate greed, now we have beyond belief FEAR!!! Regardless of the terrible event within our Nation on September 11, 2001, our freedom, as well as capitalism, may hesitate for a moment in time, but we'll be roaring back better and stronger than ever before!

The panic selling of the most "BLUE CHIP" as well as listed and unlisted securities could not be avoided by the stampeding investors to any and all exits. During this tragic time, the astute investor must always focus on opportunity, not only to regain principle lost, but also to position oneself for short and long-term appreciation.

It is obvious that the current recession will be deeper and longer than earlier anticipated, but remember that the markets always envision economic health six to nine months out.

It is in our opinion that lower interest rates, most likely some additional economic stimuli should successfully turn GDP during Q 1 02 or early Q 2 02. POSITIVE!

The DOW and NASDAQ have been in a free fall during the past 1 1/2 years and, of course, last week's collapse surely indicates a bottom near term.

We have always been Bullish on America and truly believe that BARGAINS are everywhere. The uncertainties that plaque our country at present are enormous, but this uncertain environment creates opportunity and we must take advantage of it!

We currently favor INTC, SUNW, EMC, TXN, CYMI, VSH, FLEX, HD, BA, GR, SEBL, TEX, NOK, CSCO, AMAT, YHOO, SCMR - just to name a few!

Yours truly,

William Velmer, Editor

Note: Phone service investors were informed on September 22, 2001 of recent recommendations, YHOO, SCMR, AMAT, HD, TXN, SEBL, BA.

Back to top


This Service is a must for the serious investor! We communicate with the subscriber on a one-to-one basis. Quick Market Action, in many cases, secures extra profits or limits further loss. S.A. phone can be activated at any moment in time. We are personalized investor buy and sell communications.

Subscription Form

As of October 1, 2001

1 yr investment letter · 6 to 8 issues -----------------$ 70.00

1 yr investment letter with super-fast telephone service-$650.00

6 mo. invest. letter with super-fast telephone service --------$450.00

1 year telephone service & letter plus access to communicate with S.A. any time through private telephone number-$1,200.00

Make checks payable and mail to:

2274 Arbor Lane #3 · Salt Lake City, UT 84117
(801) 272-4761

Back to top