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S.A.Advisory Newsletter
August 27, 2003
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-- INVESTMENT OPINION FOR AUGUST 27, 2003
-- PORTFOLIO PERFORMANCE FROM JAN 01, 2003
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INVESTMENT OPINION FOR AUGUST 27, 2003
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We were active buyers of stock during the first Q of calendar 03 and have added relatively few new positions since that time period. We remain optimistic that the current economic
recovery that appears to finally be in place will become more robust during the fourth Q of 03 and look for the BIG BANG! during 04 especially in technology stocks. We remain "heavily" exposed to the
tech sector and believe that corporate America as well as "Joe Blow Public" has no choice but to start upgrading.
We believe that Mortgage refi bubble is over and the Gold party is ready for hibernation. Money will migrate toward the capital markets because of attractive capital gains, return
potential and attractive long term appreciation potential that stocks offer. A major ingredient that should perk up the upside potential is the record short position that still exists within all of
the major exchanges.
We believe that a 2000 NASDAQ is a reasonable target by the end of Dec 03. The terrorism card of course has the potential to disrupt our scenario, but we are usually optimistic about
America and the power of Capitalism.
Concerning our OIL & GAS drilling programs that we invested in and for that matter a host of my emailer's participated in should all be jumping for JOY because we were 4 for 4-- that
means that all four wells drilled will be producers and the first check should be rolling in during Oct 03.. We are now participating in a "new" project called the YOAKUM PROSPECT, A 2 WELL PROGRAM
THAT LOOKS LIKE A SURE HIT! Visit www.energyequities.com/elysian for results generated from the Elysian fields Prospect and while you are there"click" the information bar for the YOAKUM PROSPECT. For
interested investors there is still some interest left for new and existing partners. Call Chancey Buck @ 1-800-794-3429--mention this opp. and receive a 5% discount off the usual price to
participate within the project.
CURRENT PORTFOLIOS THAT WE ARE MONITORING FOR PERCENTAGE GAIN PERFORMANCE
PORTFOLIO PERFORMANCE FROM JAN 01, 2003
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| SYMBOL |
PRICE RECOMM. |
CURRENT PRICE |
STATUS |
| aes |
$3.02 |
$6.53 |
BH |
| cpn |
3.26 |
5.40 |
B/H |
| mir |
1.87 |
.42 |
H |
| elnk |
5.45 |
7.50 |
B |
| eln |
2.46 |
5.00 |
Sold June 26th 03 |
| tyc |
17.08 |
20.21 |
B |
| vtss |
2.18 |
6.74 |
B/H |
| slr |
3.55 |
5.75 |
B/H |
| sanm |
4.49 |
8.91 |
B/H |
| toy |
10.00 |
13.25 |
B/H |
| intc |
15.57 |
27.39 |
B/H |
| csco |
13.09 |
18.79 |
B/H |
| fdry |
7.04 |
18.06 |
s1/2 @ 15.29 H |
| imax |
4.00 |
7.37 |
B/H |
| lu |
1.26 |
1.84 |
B |
| nite |
4.79 |
9.31 |
B/H |
| pvn |
6.49 |
9.78 |
B/H |
| sunw |
3.11 |
4.70 |
B |
| cc |
7.42 |
9.65 |
B/H |
| afpc.ob |
.14 |
.29 |
H |
| dhb |
1.66 |
4.06 |
B |
| etec.ob |
.36 |
.90 |
B/H |
| fspx.ob |
.09 |
.105 |
B |
| mctl.ob |
.22 |
.59 |
sell ½ @ current levels S |
| mead |
3.05 |
3.11 |
B |
| pdge.ob |
.23 |
.45 |
B/H |
| seto.ob |
.27 |
.20 |
B/H |
| socr.ob |
.30 |
.55 |
B/H |
| dfns.ob |
.60 |
.20 |
sell ½ don't trust it S |
| targ.ob |
.15 |
.27 |
B |
FEB 23-26 2003 RECOMMENDATIONS
| SYMBOL |
PRICE RECOMMENDED |
CURRENT PRICE |
STATUS |
| pvn |
6.20 |
9.78 |
B/H |
| aes |
3.41 |
6.53 |
B/H |
| cpn |
2.62 |
5.40 |
B/H |
| dyn |
2.03 |
3.20 |
B |
| wmb |
3.58 |
8.51 |
B/H |
| mir |
1.65 |
.42 |
H |
| sunw |
3.33 |
3.84 |
B |
| cc |
4.13 |
9.65 |
B/H |
| gr |
15.50 |
25.49 |
B/H |
| awe |
5.70 |
8.07 |
B |
| mot |
8.16 |
10.31 |
B |
| emc |
7.51 |
12.26 |
B |
| hd |
22.88 |
32.80 |
H |
| aol |
10.27 |
16.02 |
B |
| q |
3.34 |
4.34 |
B |
| nok |
12.44 |
15.56 |
B |
| csco |
13.51 |
18.79 |
B/H |
| mcd |
12.81 |
21.95 |
H |
| tyc |
14.75 |
20.21 |
B |
| txn |
15.75 |
22.81 |
B/H |
| pvn |
6.07 |
9.78 |
B/H |
| nt |
2.08 |
3.23 |
B |
| lu |
1.51 |
1.84 |
B |
| nite |
4.84 |
9.31 |
B/H |
| slr |
2.99 |
5.75 |
B/H |
| flex |
8.10 |
12.75 |
B |
| sanm |
3.78 |
8.91 |
B/H |
| eln |
3.05 |
5.00 |
sold total 6/26/03 |
| vtss |
2.23 |
6.74 |
B/H |
OTHER STOCK RECOMMENDED FROM MARCH 26th - JUNE 26th, 2003
| SYMBOL |
PRICE RECOMMENDED |
CURRENT PRICE |
STATUS |
| iece.ob |
.48 |
1.08 |
H |
| 3/26/03 |
| esan.ob |
.32 |
.20 |
H |
| 4/06/03 |
| eegl |
1.04 |
1.99 |
B |
| 4/22/03 |
| adg |
16.95 |
19.01 |
B/H |
| 5/30/03 |
| enpt |
.80 |
-- -- |
B |
| 6/26/03 |
Stocks briefs--
EEGl--Looks like a great to own-recently filed 8k dated August 11, 2003 management releases rev and earnings est. for 4th Q of fiscal 03 and fiscal year 04. Rev for Q4 will equal $69
million and earnings will come in @ .10-.13. For fiscal 04 management est. rev of $265-$285 million with net income/share of .31-.40. If management, which is very conservative and is giving out
numbers --we believe that the numbers will dramatically be better than the stated est. Company also says it is for sale for the right price. This company is well run and ready to rumble. We rate eegl
with a strong buy rating. The warrants are a play, but more risky (EEGLW). Warrants expire 3/04 exercise price of $5.50 -- currently trading @ .13
ENPT--"IT" spending play! The President of ENPT recently made an offer to buy all the remaining shares outstanding ( he and his wife already own 16%) @ .70/sh! I appreciate that @ the
turn in the industry-enpt has rev of $300 million and a stated book of $2.50 that the Pres is trying to steal the company just as it is ready to show meaningful growth and earnings... If he is
offering .70 then it is worth $1.40 -$2.10! He will not get my stock @ fire-sale prices. We rate enpt with a BUY rating.
ETEC.ob Another "IT" spending play that is firing on all cylinders. For Q1 rev exploded to $28.4 million from $19.7 million and net income of .05 vs .02 --only 7 million share
outstanding--this cmpy should easily reach $100 million in sales for 04 and earnings could approach .20 --We rate etec.ob with a BUY rating. Current price .90
ZNCM.ob--The cmpy distributes and sells electronic components used in the manufacture and sales of computers, and other good. Again, rev exploded for the six months to $28.1 million from
$16.9 million--net of .08 vs .03..ZNCM.ob is entering a strong growth mode. Headed for $60 million and net of .16 for fiscal 04 ending Dec 03. We rate zncm.ob with a buy rating. Current price around
$1.30.
An MP3 player corporate profile is coming soon!
We may buy,sell and hold any of the listed investment @ our own discretion.
For our next stock pick, send $50 to S.A. Advisory, 2274 Arbor Lane #3, Salt Lake City, UT 84117. Include your phone number.
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Contact Information
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email: [email protected]
voice: 9499229986
web: http://www.saadvisory.com
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