S.A. Advisory E-Mail Update
January 1st, 2003
S.A.Advisory update & recommendations for Jan 01, 03
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statements.
OVERVIEW
2002 is finally gone and it was terrible for most investors-- maybe the gold bugs
had a grant time within "Investor's Hell", but the average soul had nightmares for
weeks and weeks.
It is now 3 down years and counting! We must now contend with Iraq, North Korea,
Islamic terrorism, sluggish economy, corporate mistrust and the continued negative
spin on stock investing!
If you can believe it!! We are very bullish towards America's future--we may just
have to be a bit more patient with our stocks and wait it out!
We have been and remain heavy within the tech side of investing, but also have
branched out into other depressed groups--many to pick from. Small diverse positions
in many depressed issues may yield huge returns when this market wakes up and
actually resembles the true economic picture.
Many stocks within almost all industrial groups are trading at a fraction of "highs" made
2 - 3 years ago. If you don't BUY them now-- you may miss out! Start adding funds
now and if the investment drops and the fundamentals have not changed- then buy
more! The herd is usually always wrong and BUY when things looks the worst and
SELL when things looks the best.
We remain concerned , but remain confident that our markets will rebound during
03--most likely during the second half of 03. The uncertainty of war over hangs the
markets, but corps will need to upgrade and update infrastructures in order to compete
as efficiently as possible in this global economy. The consumer is nervous and pricing
power has not surfaced---We believe that we are getting close! WE BELIEVE IN AMERICA AND CAPITALISM!
STOCKS WE OWN AND SHOULD BE CONSIDERED
SYMBOL PRICE BUSINESS EST. EARNING BK CASH
$ FOR NEW YEAR
AES 3.02 POWER 12/03 .85 4.44 2.35
CPN 3.26 POWER 12/03 .72 10.88 1.75
MIR 1.87 POWER 12/03 1.00 13.00 5.67
ELNK 5.45 ISP 12/03 .14 4.75 3.01
ELN 2.46 BIO- PHARM 12/03 -.27 7.24 5.82
TYC 17.08 DIVERSE 9/03 1.58 12.42 3.10
VTSS 2.18 CIRCUITS 9/03 -.19 2.41 1.56
SLR 3.55 ELECTRO MAN 8/03 .04 5.72 2.42
SANM 4.49 ELECTRO MAN 9/03 .10 6.50 2.22
TOY 10.00 TOYS 1/04 1.27 17.40 2.02
INTC 15.57 CHIP MAKER 12/03 .63 5.33 1.70
CSCO 13.09 NETWORKING 7/03 .54 3.95 1.43
FDRY 7.04 NETWORKING 12/03 .23 3.15 2.47
IMAX 4.00 MOVIES 12/03 .05 -3.18 .76
LU 1.26 COMMUNICATIONS 9/03 - .53 -1.36 1.27
NITE 4.79 MARKET MAKING 12/03 .13 6.46 2.87
NT 1.61 NETWORK SOLUTIONS 12/03 -.12 .78 1.08
PVN 6.49 CREDIT CARDS 12/03 .68 7.37 1.41
SUNW 3.11 SOFTWARE SOLUTIONS 06/03 -.03 2.99 .84
CC 7.42 RETAILER IN ELECTRONICS 2/04 .49 10.88 2.11
OTHER STOCKS WE ALSO LIKE- MOT, NOK, GR, DAL, EMC, TXN, FLEX, AMAT,MCD
HD, DIS,
PENNY ARENA ---WE RATE THESE STOCKS WITH BUY RATINGS
SYMBOL PRICE BUSINESS
AFPC .14 DENTAL
DHB 1.66 BULLET RESISTANT GARMENTS
ETEC .36 IT
FSPX .09 HOME IMPROVEMENT
MCTL .22 TELCO HARDWARE
MEAD 3.12 TELESCOPES
PDGE .23 CONTRACTING SERVICE
SETO .27 DIVERSE MANU
SOCR .30 SCANNING SYSTEMS
DFNS .60 BULLET RESISTANT GARMENTS, ECT
TARG .15 FREIGHT FORWARDING
ALL HIGHER QUALITY MICRO-CAPS--MOST SHOW PROFITS AND GROWTH.
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WE WILL BE FEATURING OUR "DICK DAVIS DIGEST" STOCK PICK FOR 03 ON OR
ABOUT JANUARY 11-12, 03 . IT WILL BE RELEASED WITHIN THE DIGEST DURING
MID JAN 03
IF YOU WOULD LIKE OUR SELECTION BEFORE THE HERD--SEND A CHECK FOR
$75 TO S.A. ADVISORY 521 BOLSA AVE , NEWPORT BEACH ,CAL 92663
YOU WILL BE CALLED VIA PHONE ON OR ABOUT JAN 10TH 03.. QUESTIONS
801-557-0697
SPECIAL NOTE: WE MAY BE PRODUCING A RESEARCH REPORT ON AN EXCITING
GAMING STOCK DURING THE NEXT FEW WEEKS. BOARD GAMES AND COMPUTER
GAMING--WE WILL KEEP YOU INFORMED.
HAVE A HAPPY NEW YEAR
YOURS TRULY
WILLIAM VELMER
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