S.A. Advisory E-Mail Update
August 06, 2001
S.A.Advisory update for August 6,01
Dear E-mailer's: www.saadvisory.com
We have not been paid by any of the listed companies within this message!
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We hope to issue a HARDCOPY NEWSLETTER BY MID-SEPT 01--WE WILL OF COURSE
CONTINUE TO UPDATE AS WELL AS RECOMMEND STOCKS VIA THE INTERNET.
Within this message please review a few of portfolio's: NYSE Orphan Portfolio and the TECH
EXPLOSION PORTFOLIO!
Will also review a few penny stocks towards the end of the message!
TECH EXPLOSION(SEE APRIL/MAY O1 NEWSLETTER)
SYMBOL DATE RECOMMENDED PRICE CURRENT PRICE STATUS
ATMI 10/28/00 $18.375 $27.73 H
CNXT "" "" 22.00 9.81 B/H
VSEA "" "" 19.94 SOLD 4/29/01 @ $48.16
KLAC "" "" 31.00 SOLD 4/29/01@ $51.05
AMAT "" "" 48.00 SOLD 4/29/01@$57.10
T "" "" 21.94 20.54 H
(CURRENT PRICE DOES NOT INCLUDE RECENT SPIN-OFF OF AWE SHARES.
.3218 AWE/T SHARE-CURRENT PRICE OF AWE IS $18.68
WCOM "" """ 22.06 14.30 B
MOT """ """ 21.50 18.63 B/H
LSI 11/30/00 18.00 23.98 H
XIRC "" """ 14.44 BOUGHT OUT BY INTC $25 S
NITE "" "" 16.75 11.75 B/H
DITC "" "" 15.69 6.69 B
CYMI "" "" 20.00 SOLD 4/29/01 @$30.68
INTC "" "" 38.06 31.68 B/H
SUNW 3/29/01 15.85 17.72 B
FDRY "" """ 8.50 20.93 H/B
GLW "" "" 21.47 16.70 B/H
FLEX 3/30/01 16.00 SOLD 5/10/01@$27.00
CLTK "" "" 13.06 14.60 B
EMC 7/23/01 18.00 20.48 B
SCMR "" """ 6.46 7.36 B
NT "" """ 7.52 8.04 B
MONI "" """ 2.70 2.86 B
ELK.TO "" """ CD$4.10 CD$ 3.80 B
NYSE ORPHAN PORTFOLIO
CGX 11/15/99 10 8.75 B
CGX ------ 22.50 20.98 H
CLE ------ 20.69 17.30 B
XRX ------ 25.00 8.25 H
PER ----- 17.50 15.42 H/B
TOY ------ 17.94 22.36 H/B
UNM 2/13/00 15.00 28.18 H
WM --------- 22.81 40.51 H
GR 2/29/00 22.93 35.34 H
MO ------ 20.06 45.17 B
ABS -------- 25.00 33.34 B/H
TEX ------- 12.00 21.08 B/H
AFS ------- 19.625 BOUGHT OUT $37.00
OWC -------- 14.00 1.14 H
RTN ------- 18.75 28.23 H/B
SGI 07/13/00 4.00 .70 H
COMS ---- 13.00 4.88 B
NCN DURING 07/01 3 FOR 1
REVERSE- 7/26/00 YIELD 28% 10.80 10.65 B
CUM 07/31/00 31.69 41.40 B/H
OVERALL OUR PERFORMANCE IS EXCELLENT WITHIN BOTH OF THESE PORTFOLIO'S--IN OUR
OPINION!!!
PENNY STOCK BRIEFS:
HMLD---files chapter 11--totally suprised about this situation--have little choice except to hold stock for end results-
may not get wiped out because only 5 million shares outstanding--maybe a blessing --we believe chapter 11 will be
short lived-company can now get out of unfavorable contracts and leases-bonds holders should also get something.
FSPX---distribution of home decorating hardware and furnishing products-rev for Dec 00 was $100 million and net
income/sh of .06.. For 1st Q of 01 rev $24.4 million and net of .02----02 est. rev of over $100 million and net of .08/sh
fully diluted 13 million shares and fully reporting with sec . should and could be a takeover candidate...stock is trading
@ around .20 --should be worth at least .75 to $1.00----little risk on the downside.
STILL FAVOR MCTL AND SCRO---IF YOU OWN PENNY STOCKS--THESE BELONG IN YOUR
PORTFOLIO
OIL AND GAS STOCKS---AOG.TO, NCN, ELK.TO---FAVORITES---ALL THREE WESTERN
CANADIAN PRODUCERS.
LAST FOOD FOR THOUGHT: RIG ON NYSE STARTING TO LOOK ATTRACTIVE AND MTP
YOURS TRULY WILLIAM VELMER
PS; DICK DAVIS DIGEST INVITES US FOR MID-YEAR STOCK PICK---SCRO LOOKS LIKE
THE HANDS DOWN FAVORITE
AGAIN, WE INTEND TO RELEASE OUR HARDCOPY NEWSLETTER BY MID-SEPT 01
--- William Velmer
--- [email protected]
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