S.A. Advisory E-Mail Update
July 23, 2001
S.A.Advisory update and recommendations for July23,01 Dear E-mailer's: http://www.saadvisory.com It has been a few months --We are still alive and well and of course continue to search for cheap and undervalued situations! We had planned on publishing a newsletter during early July, but a deadly situation occurred within the S.A.Advisory organization and everything was placed upon hold!! We hope to release a hard-copy newsletter within the next few weeks! If you do not want our material--visit http://www.saadvisory.com/update and remove your name from our list! We have not been paid by any of the list investments within this message! NEW RECOMMENDATIONS THAT WILL BE MONITORED WITHIN OUR "TECH EXPLOSION" PORTFOLIO FOR PERCENTAGE GAIN PERFORMANCE! STRONG BUY: EMC---WORLD LEADER IN COMPUTER STORAGE! 52 WEEK RANGE $17.89- $104.00 NO DEBT BOOK -$3.88 CASH- $1.06 ESTIMATED EARNINGS FOR .01 AND .02---.35 AND .48 WALL STREET LOVED EMC @ THE HIGH AND COURSE WANTS NOTHING TO DO WITH IT DOWN @ THE CURRENT LEVELS---WE SEE LITTLE RISK AT CURRENT VALUATIONS AND SEE GREAT UPSIDE POTENTIAL OVER THE LONG TERM. WE SHORTED SCMR ON 11.15.99 @ $83 --WE ARE NOW COVERING OUR POSITION ( REVIEW DEC/JAN 01 NEWSLETTER FOR INTERNET BUBBLE PORTFOLIO) @ THE CURRENT LEVEL AND ARE PLACING A BUY RECOMMENDATION ON SCMR @ $6.46 SCMR--NETWORK PRODUCTS NO DEBT BOOK $5.00 CASH $2.72 $742 MILLION RANGE $6.52--$172.50 ESTIMATES FOR O1 AND 02 LOSE WE BELIEVE @ CURRENT LEVELS THE DOWNSIDE RISK IS LIMITED--COULD BE A TAKEOVER CANDIDATE AND OF COURSE COULD TURN-AROUND AND SURPRISE THE STREET WITH AN UPBEAT VIEW OF THE FUTURE. LOOKS LIKE AND EXCELLENT SPECULATION @ CURRENT LEVELS NORTEL--GLOBAL NETWORKING SOLUTIONS THAT SUPPORTS THE INTERNET, PUBLIC AND PRIVATE DATA VOICE AND VIDEO NETWORKS USING WIRELESS AND WIRELINE TECH. RANGE- $7.29--$89 LITTLE DEBT--.13 CASH --$1.93 BILLION BOOK AROUND $5.00 01 AND 02 ( LOSSES) DEC 01--.87 DEC 02--.03 CURRENT PRICE $7.52 SAME OLD STORY! WALL STREET LOVED NT @ THE HIGH AND HATES IT @ THE LOW!! PROBLEMS EVERYWHERE WITH THIS COMPANY --A WORLD LEADER THAT WILL FIGURE IT OUT AND PROSPER DURING THE NEXT CYCLE- KEEP IN MIND THAT WE ARE NOT RECOMMENDING THIS ISSUE @ THE TOP--THIS STOCK HAS BEEN CRUSHED AND WE LOVE CRUSHED!!!!!! MARCONI PLC MONI PROVIDE HARDWARE AND SOFTWARE FOR COMMUNICATION AND INFORMATION INDUSTRY--WORLD LEADER--CURRENT PRICE $2.70 RANGE- $2.72--$29.125 BOOK AROUND $4.50 NO DEBT CASH $728 MILLION OFF AROUND 90% FROM 52 WEEK HIGH--IS IT GOING TO ZERO????? WE CURRENTLY OWN ALL THE ABOVE AND AT PRESENT ARE ABOUT 5% ON MARGIN WE STILL LOVE CANADIAN OILS---NEW RECOMMENDATION ELK.TO---CURRENT PRICE $4.10 CANADIAN OIL AND GAS PRODUCED IN WESTERN CANADA AND US RANGE $6.10-$3.65 28 MILLION SHARES OUTSTANDING HIGH PROFITS AND GREAT GROWTH POTENTIAL READ THE MAY 17TH PRESS RELEASE---GREAT FIRST QUARTER RESULTS YEAR END NUMBERS .01=.76 .02= .66 UNDER 6X FOR PE TAKEOVER CANDIDATE IN OUR OPINION---DRILL IN CANADIAN DOLLARS AND USUALLY GET PRICES IN US DOLLARS----- WE STILL LIKE OUR POSITIONS IN AOG.TO AND NCN---GREAT CORE HOLDINGS WE CURRENTLY OWN THIS STOCK @ CURRENT LEVELS--STRONG BUY THE PENNY STOCKS SCRO--STILL TRADING @ LESS THAN 2X TRAILING 12 EARNINGS .37 CURRENT PRICE HMLD-EARNING OUT JULY 31, 01 LOOKING FOR PROFITS--CURRENT PRICE .24 MCTI--TECH STOCK -WITH PROFITS--ANOTHER FAVORITE @ .43 WE OWN ALL THREE OF THESE ISSUE--OUR POSITION SIZE IS QUITE LARGE @ CURRENT LEVELS HMLD-SLEEPER SCRO-A MUST OWN THE MARKETS MAY REMAIN SIDEWAYS TO SLIGHTLY LOWER DURING THE REMAINDER OF OF O1! WE ARE POSITIONING FOR THE NEXT UP CYCLE THAT WILL HAPPEN! WE LOOK FOR FIRST QUARTER OF 02---NEW TECH SPENDING(MSFT NEW WINDOWS XP-SHOULD MOTIVATE CAPITAL SPENDING ) INVENTORIES OF OLD TECH SHOULD BE HISTORY AND INTEREST RATE CUTS FINALLY HAVING AN EFFECT. WE MAY BE ON VACATION FOR THE NEXT 6 MONTHS! WE STILL LOVE BEATEN DOWN TECHS AND WESTERN CANADIAN OILS. YOURS TRULY ,, WILLIAM VELMER 801-272-4761 AGAIN WE HOPE TO GET A NEWSLETTER IN THE MAIL WITHIN THE NEXT FEW WEEKS! --- William Velmer --- [email protected] --- EarthLink: It's your Internet.