| IF NOTHING HAS CHANGED WITHIN A SPECIFIC INVESTMENT AND THE PRICE DROPS --ADD TO YOUR POSITION - DON'T PANIC!
MANY FACTORS ARE ADDING TO THE HUGE PRICE SWINGS--MARGIN CALLS, REDEMPTION OF MUTUAL FUNDS, UP- TICK RULE CHANGED FOR SHORTING STOCKS, MANY MANAGERS ON VACATION, RUMORS AND JUST PLAIN PANIC SELLING!
IN THE MANY YEARS THAT WE HAVE BEEN IN BIZ
(1984) WE HAVE NEVER BEEN "OTC CHICKEN",
THAT IS- WE ARE NOT AFRAID TO COMMIT FUNDS
WHEN BLOOD IS RUNNING IN THE STREET!
IF WE LIKE A STOCK @ $4.00 AND NOW IT IS $2.00
AND NOTHING HAS CHANGED @ THE COMPANY-
WE WILL NOT HESITATE TO ADD TO OUR POSITION-
AND IF IT DROPS MORE WE WILL CONTINUE TO
BUY!
WE HAVE NEVER FOUND THAT THE HERD IS RIGHT!
MOST INVESTORS WILL NEVER SELL WHEN THE
STOCK IS OVERVALUED, BUT WILL RUSH TO EXITS
WHEN THE STOCK IS FALLING FOR NO REASON
OTHER THAN A MARKET CORRECTION OR
PERCEPTION! OF COURSE WE MAKE MISTAKES
AND WE ALSO HAVE LOSERS, BUT STAY FIRM WITH
THE SOLID COMPANIES OVER THE LONG TERM
RETURN THE BIG GAINS THAT OVER SHADOW ANY
LOSSES!
BECAUSE OF THE LATEST HOUSING PROBLEM
MOST OF THE FINANCIALS HAVE BEEN RIPPED AND
HAVE TAKEN DOWN EVERYTHING ELSE IN ITS
PATH! THE ONLY GROUP THAT HAVE BEEN
BENEFITING FROM THE DECLINE HAS BEEN THE
SHORT SELLERS!
EVERYTHING THAT WE OWN HAS BEEN HIT --
INTERNATIONAL OILS, METALS-PRECIOUS-BASIC,
URANIUMS, MICROCAPS AND EVERYTHING ELSE!
OUR TECHS HAVE BEEN PERFORMERS- BUT JUST
THINK - THESE OPP. HAVE BEEN IN THE DOG
HOUSE FOR YEARS! OUR POSITIONS IN INTC,
AMAT, GLW, NOK ARE HELPING US SOMEWHAT,
BUT NOT ENOUGH TO OFFSET OUR CURRENT
LOSSES!
PLEASE DON'T PANIC! WHEN EVERYONE SELLS
YOU AS A SEASONED INVESTOR SHOULD "SUCK-
UP THE PAIN' AND NIBBLE AT THE
BARGAINS.
THE CURRENT FINANCIAL ENVIRONMENT IS NOT
THAT BAD-- IT IS ACTUALLY VERY GOOD--DON'T
LISTEN TO THE TALKING HEADS- MOST JUST READ
SCRIPTS---WE HAVE VERY LOW INFLATION,
HISTORICALLY LOW INTEREST RATES,
CORPORATE BALANCE SHEETS CLEAN WITH
HUGE HOARDS OF CASH AND A WORLD ECONOMY
THAT IS BUZZING ( CHINA AND INDIA-2 LARGE
DRIVERS)!
PLEASE REVIEW PAST E-MAIL ALERTS FOR PAST
RECOMMENDATIONS--WE HAVE NOT ALTERED
OUR OPINION ON ANY OF OUR RECENT
RECOMMENDATIONS!
THE RECENT MARKET CHARGED TO 14K ON THE
DOW NEVER DRAGGED OUR MICRO-CAPS ALONG
FOR THE RIDE, BUT THEY DRAGGED THEM DOWN
IN THE RECENT 800 PLUNGE!
THE BEST PERFORMER REGARDLESS OF THE
MARKET HAS BEEN AWRCF.PK--RECOMMENDED @
AROUND $1.15 LAST SUMMER--NOW AROUND
$6.00! TO MOST THE RISKIEST STOCK HAS
PROVEN TO BE THE SMARTEST AND MOST
PROFITABLE INVESTMENT! ONCE AGAIN THE
HERD IS ALWAYS WRONG! THIS COMPANY HAD
PROBLEMS WITH AUDITS AND DIRECTOR
INFIGHTING-- ALL HAS BEEN SETTLED AND YEAR
END NUMBERS FOR THE PAST 3 YEARS WILL BE
COMING SOON WITH THE PROMISE OF NASDAQ OR
OTHER MAJOR LISTING!!
MICHAEL DELL
FROM (DELL) RECENTLY BOUGHT 2.7 MILLION
SHARES OF AWRCF.PK (ONLY 13.8 MILLION
OUTSTANDING). THE LAST TIME THEY REPORTED
THE COMPANY HAD REVS OF $300 MILLION AND
EARNED $10 MILLION--BECAUSE OF THE
EXPLOSION OF CHINA'S INFRASTRUCTURE BOOM
AND THE HUGE NEED FOR COPPER AND
COMMUNICATION COPPER WIRE - WE BELIEVE
THAT FROM A DISCUSSION WITH MANAGEMENT A
FEW WEEKS AGO THAT REVS REACHED OVER $500
MILLION FOR 06 ( NOT CONFIRMED BECAUSE NO
FINANCIALS RELEASED, BUT IF IT IS THE CASE
THEN EARNING COULD EASILY BE $15-$20
MILLION --RESULTING IN EARNINGS/SH OF $1.00
TO $1.40/SH.
THE PEERS OF THIS CMPY TRADE @ A PE OF 15x!
THIS RESULTS IN A $15.00-$21.00 STOCK BASED
UPON 06 NUMBERS--WE REMAIN EXTREMELY
BULLISH AND IT REMAINS ONE OF OUR FAVORITE
UNKNOWN STOCKS IN OUR ENTIRE PORTFOLIO!
WE SELDOM AVERAGE UP- BUT WHEN YOU
CONSIDER THE MAJOR CORPORATE
DEVELOPMENTS WE ADDED @ THE $5.60 LEVEL..
DURING EARLY SEPT 07 IS THE ANNUAL MEETING
WE ASSUME THAT A TREASURE CHEST OF
INFORMATION WILL BE RELEASED!!
WE CONTINUE TO RATE AWRCF.PK WITH A
STRONG BUY RECOMMENDATION FOR SHORT AND
LONG TERM PRICE APPRECIATION!
THE URANIUM CORRECTION
WE FIRST STARTED RECOMMENDING URANIUM
STOCKS 02/15/06--OUR FIRST PICKS STM.V,EMC.TO
AND URE.TO THEN FIU.TO FOLLOWED BY MZU.V ,
WIWTY.PK, TSA.V, KRI.TO, EFR.TO ..
IN OUR OPINION, THESE STOCKS HAVE GOTTEN
OVERSOLD WHEN YOU CONSIDER- THAT MOST
TRADED AT CURRENT LEVELS WHEN URANIUM
WAS TRADING @ $60-$70/LB NOT THE CURRENT
$110/LB!
AS YOU KNOW EMC.TO RECENTLY MERGED!
STM.V DID A SPIN OFF (FISSION).
WE STILL REMAIN EXTREMELY BULLISH TOWARDS
OUR SELECTIONS--DURING THE SUMMER
UTILITIES ARE LESS ACTIVE PURCHASING
URANIUM--IT IS STANDARD PROCEDURE AND THE
FEDERAL GOV IS SELLING SOME STOCKPILE!
THIS IS JUST A CORRECTION FROM
A MONSTER RUN -UP DURING THE PAST NUMBER
OF YEARS! WE GOT INVOLVED WHEN U308 WAS
TRADING @ $41.00/LB- HITTING A RECENT HIGH OF
$140.00 DURING THE EARLY SUMMER MONTHS.
THE BOTTOM LINE IS THAT MORE AND MORE
POWER PLANTS ARE GOING TO BE BUILT AND
THERE IS A SHORTAGE OF SUPPLY-- EVEN IF A
RECESSION HAPPENS --YOU DON'T STOP
FEEDING THE PLANT URANIUM!!
WE REMAIN VERY BULLISH ON URANIUM STOCKS
AND OUR #1 FAVORITE IS TSA.V--SEE LAST E-MAIL
ALERT FOR RECOMMENDATION (MAY 23RD). WE
WOULD ALSO CONTINUE TO PURCHASE URE.TO ,
STM.V, KRI.TO , WIWTY.PK, EFR.TO AND
MZU.V.
NOTE: ALL HAVE BEEN BEATEN DOWN SHARPLY
DURING THE PAST 30 DAYS. NOTHING HAS REALLY
CHANGED EXCEPT SPECULATION HAS DRIED UP
FOR AWHILE, BUT WE BELIEVE WILL RETURN
ONCE THE MARKETS COOL DOWN A BIT!
OUR URANIUM PICKS ARE FOR LONG TERM
APPRECIATION AND ALL ARE WELL POSITIONED
TO APPRECIATE DURING NEXT FEW YEARS. THE
CURRENT CORRECTION IS A BUYING OPP. GIFT IN
OUR HUMBLE OPINION!
WE BUY WHEN EVERYONE ELSE SELLS! WE
DON'T RUN FOR COVER WHEN STORM CLOUDS
APPEAR, BUT INSTEAD ENJOY THE CHANGE IN
WEATHER SO AS TO POSITION ONESELF FOR THE
NEXT LEG UP!
EVEN THOUGH( PNP.TO) IS STILL EXPENSIVE
COMPARED TO BOOK "NAV" WE FIND THE MUTUAL
FUND EXTREMELY INTERESTING @ CURRENT
LEVEL OF $7.10 NEAR 52 WEEK LOW--THE FUND
OWNS A HUGE LIST OF METALS, URANIUM & OIL
STOCKS AS WELL AS A HOST OF OTHER
INVESTMENTS THAT IT IS WORTH A POSITION @
CURRENT LEVELS. THE TRACK RECORD IS VERY
IMPRESSIVE AND WE BELIEVE AT CURRENT
LEVELS IT IS WORTH BUYING A POSITION. A FEW
YEARS OUT MANY OF THE STOCK "SEEDLINGS"
WILL MATURE INTO VIABLE PRODUCERS AND MAY
VERY WELL CREATE HUGE CAPITAL GAINS. WE
ARE BULLISH ON (PNP.TO) AND ARE ADDING A
POSITION OF THIS MUTUAL FUND OF STOCKS TO
OUR PORTFOLIO FOR PERCENTAGE GAIN
PERFORMANCE --CURRENT PRICE AROUND CDN
$7.10
OTHER NON- RESOURCE MICRO-CAPS
RECOMMENDATIONS:
CRLI.OB --RECOMMENDED ON MAY 14TH @.50--
THIS STORY JUST KEEPS GETTING BETTER AND
BETTER AND NOT MANY ARE PAYING ATTENTION!
IN A RECENT CONVERSATION WITH MANAGEMENT:
THE CMPY HAS NEVER SO WELL POSITIONED WITH
NEW PRODUCT MIX AND IS GETTING READY TO
FIRE ON ALL CYLINDERS--READ THE MAY 14TH
EMAIL AND READ CURRENT 10Q'S. RECENTLY
CHAIRMAN OF CRLI.OB PURCHASED OVER $3
MILLION IN DEBT FOR $1.5 MILLION IN CASH FROM
OLD PLAYER. THE CMPY HAS RELOCATED,
REDUCED DEBT, HAS HAD RECORD REV FOR 06
EVEN THOUGH WAS MOVING FROM CAL TO AZ,
SPENDING HUGE MONEY ON R&D, ADDED
WORKFORCE AND ADDITIONAL SHIFT AND PLAYS
IN THE RADIO, INTERNET STREAMING SPACE AND
HAS A HOST OF "NEW PRODUCTS"!!
WE REMAIN EXTREMELY BULLISH TOWARDS THIS
SLEEPER THAT WILL WAKE UP SOONER THAN
LATER AND MAKE US SOME SERIOUS MONEY!
WITH ONLY 9 MILLION SHARES OUTSTANDING AND
MANAGEMENT OWN ALMOST 60%--IF MANAGEMENT
IS AN INDICATION OF BUSINESS FUTURE THEN WE
WILL CONTINUE TO GO WITH THE JOCKEY! WITH
THE RECENT DEBT REPURCHASE MANAGEMENT
ALSO GOT 1.6 MILLION SHARES... JUST THINK!--IF
THIS STOCK WAS A LOSER WOULD MANAGEMENT
THROW $1.5 MILLION @ IT. CURRENT MARKET-CAP
ONLY $.3.3 MILLION AND RECENT R&D WAS $2
MILLION ----ARE YOU GETTING THE PICTURE?
WE REMAIN BULLISH ON AFPC .OB @$1.35 --WE
RE-RATE WITH A STRONG BUY!
WE REMAIN BULLISH ON ALJJ.PK @.27. RECENTLY
RECOMMENDED AND REMAINS A BUY @
CURRENT LEVELS. IF MANAGEMENT DELIVERS AS
PROMISED THEN ALJJ.PK IS A $2.00 STOCK IS 2
YEARS.
FINALLY:
NEW BUY RECOMMENDATION:
AIR INDUSTRIES. AIRI.OB--COMPANY AIMING FOR
REV OF $100 FOR 07 AND PROFITS.
COMPANY INVOLVE IN THE AEROSPACE/DEFENSE
AND COMMERCIAL AVIATION INDUSTRIES.
CURRENTLY AROUND 65 MILLION SHARES
OUTSTANDING FROM WHAT I CAN TELL. @ .30/SH
IT LOOKS VERY ATTRACTIVE FOR SHORT AND
LONG TERM CAPITAL GAINS!
FINALLY::
WE REMAIN VERY BULLISH TOWARDS ALL
RUSSIAN AND SURROUNDING AREA OIL AND GAS
STOCKS:
KAZ, AGB.TO, CALVALLEY( CVI-A.TO), AXC.TO, IEC.L
SBE.L, UEN.L, CER.L, AND A SUPER
SPECULATION FOR ONLY THE STRONG WILLED-
BSKO.PK--IF MANAGEMENT CAN SORT THINGS OUT
THEN BSKO.PK WILL EXPLODE!!!
WE OF COURSE REMAIN EXTREMELY BULLISH
TOWARDS INTERNATIONAL OILS- SHORT AND
LONG TERM!!
HAPPY INVESTING AND GO TO THE BEACH FOR A
DAY AND HAVE YOUR EYEBALLS POP OUT-ONLY IN
SOUTHERN CALIFORNIA
IMPORTANT INFORMATION
WE HAVE NOT BEEN PAID BY ANY OF THE LISTED
COMPANIES WITHIN THIS E-MAIL ALERT.
WE MAY BUY, SELL AND/OR HOLD ANY OF THE
LISTED INVESTMENTS AT OUR DISCRETION.
WE OWN POSITIONS IN ALL LISTED INVESTMENTS!
SUPER FAST PHONE SERVICE: WE CALL YOU
WITH RECOMMENDATIONS BEFORE THE REST OF
THE HERD HEARS ABOUT IT! FOR MORE
INFORMATION PLEASE CALL 801 557 0697----
$850/YR
|
S.A.Advisory
William Velmer
Job Title
phone:
9499229986
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