April 1998 Newsletter
MARKET COMMENTS
SUPER FAST PHONE SERVICE & E-MAIL SERVICE
EPOLIN, Inc. (NASDAQ BB - EPLN) - Current Price $.42
NEW BUY RECOMMENDATION - CYMER, INC. (NSADAQ - CYMI)
Summer Portfolio 1997 #1 and #2
PHONE SERVICE
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This rally continues to broaden and we believe
that it will pick up more steam as the year progresses. With low
inflation, low interest rates, low fuel costs, Asian Flu somewhat
overblown, Iraq behaving itself, foreign money reaching our shores, 401K
and IRA contributions looking for a home, meager CD rates and investing
mentality remaining bullish, this market will continue to soar and leave
the disbelievers behind in disbelief.
We would like to see COKE, GE, MSFT and DELL and other overpriced issues come down to earth. In our opinion, these are the dangerous issues. We continue to like the uncertainty of technology, re: AMAT, KLIC, TQNT, IPEC, SFAM, CYMI, EGLS, UTEK, CS, SEG -- QNTM, RDRT, WDC AND APM will have their day in the sun. We are watching the oil service sector, such as HP. We need to see lower prices. The mini-micro caps seem to be picking up. Yours truly, William Velmer Super
Fast Phone Service The SUPER FAST PHONE is, of course, the best, because we call you. The E-mail is for on-line investors. It is free for now, just as is our site : www.saadvisory.com; and check the free update bar and leave your e-mail address. We will inform you about new investment opportunities! |
| Note: In order to stay in line with SEC guidelines. S.A. Advisory may buy, hold or sell positions in all securities recommended. The portfolios are all hypothetical in nature. It is likely that all recommendations were purchased prior to the recommendation. We may buy additional shares or may sell shares at any time. S.A. Advisory portfolios are geared towards sophisticated investors aiming for long-term capital gains. Our trading habits may vary at our own discretion. Most recommendations are based upon strict fundamental analysis. Usually revenue and earnings EST for low priced common stocks result from management disussions. |