A S. A. Advisory - E-mail Update August 12th, 2009 - BUY RODM & ICOC AND SELL NAQ-WT--WE HAVE TWO ECONOMICALLY SENSITIVE ISSUES AND A PROFITABLE SELL RECOMMENDATION

S.A. Advisory E-Mail Update

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NEW BUY RECOMMENDATIONS, PLAYS & UPDATES

 

BUY RODM & ICOC AND SELL NAQ-WT--WE HAVE TWO ECONOMICALLY SENSITIVE ISSUES AND A PROFITABLE SELL RECOMMENDATION

THE MARKET IS LIKE A "ROCKET SHIP" AND WE ARE ON BOARD AND MAKING SERIOUS COIN! AS OBAMA FAILS, THE MARKET SETS SAIL FOR HIGHER HIGHS! 

August 12th, 2009

BEXP (NORTH DAKOTA OIL) RECENTLY RECOMMENDED ON JULY 19TH @ $3.95 IS STILL ZOOOOOMING ($7.65)- HIT ANOTHER HUGE WELL (2100 BOEPD INITIAL PRODUCTION) - WE REMAIN EXTREMELY BULLISH TOWARDS THIS ISSUE AND BELIEVE THAT IT COULD REACH $20 IF THEY KEEP "HITTING" THESE "MONSTER" WELLS! 3 MORE WELLS TO BE COMPLETED WITHIN WKS--STAND-BY!!


ALMOST 3000 POINTS FROM MARCH 09 LOWS AND THE "HEADS ON A STICK" STILL DO NOT BELIEVE. WE BELIEVE THAT THE SHORTS, UNDER INVESTED AND NON INVESTED WILL PROPEL THIS MARKET HIGHER! HERE COMES SEPTEMBER-ONE OF THE WORSE MONTHS OF THE YEAR FOR STOCKS! GET READY TO BE FOOLED! BEST TO AVOID THE GARBAGE AND PIE-IN-THE-SKY STOCKS THAT MAY EMERGE!
SELL NAQ-WT AT .28- RECOMMENDED @ .18 NOV 10TH 2008

PLEASE READ THE NOV 10TH 2008 EMAIL ALERT SO YOU CAN UNDERSTAND WHAT THESE WARRANTS WERE GENERATED FROM AND WHY WE BULLISHLY RECOMMENDED THEM AS A POTENTIAL "GRAND SLAM!" INSTEAD WE GOT A "BUNT" AND ACTUALLY FEEL LUCKY THAT IT WAS NOT A LOSER!

PLEASE RECALL- THIS MANAGEMENT TEAM HAD $400,000,000.00 TO PUT TO WORK IN THE WORSE ECONOMIC PERIOD SINCE THE GREAT DEPRESSION AND MANAGED TO DO NOTHING EXCEPT ASK SHAREHOLDERS TO GIVE THEM MORE TIME! BANKS STOPPED LENDING & MONEY WAS NOT BEING RAISED ON WALL STREET & THIS MANAGEMENT COULD NOT FIND A DEAL FOR $400,000,000.00 GREENBACKS! SINCE THEY ONLY HAD 2 MONTHS LEFT BEFORE THE MONIES WOULD HAVE TO BE RETURNED TO INVESTORS THEY DECIDED TO GET FANCY & NOW WANT THE INSTITUTIONS AND HEDGE FUNDS THAT PRIMARILY CONTROL THIS INVESTMENT TO GIVE THEM A CHANCE TO FORM A "REIT"!!

THE LIKELIHOOD THAT INVESTORS WILL VOTE IN FAVOR FOR THIS PROPOSAL IN OUR HUMBLE OPINION EQUALS ABOUT A ZERO CHANCE IN HELL!!

IF THAT WAS NOT BAD ENOUGH- THEY THEM WANT THE WARRANT HOLDERS TO SCREW THEMSELVES AND TAKE A HIGHER EXERCISE PRICE - INSTEAD OF BEING IN THE MONEY BY OVER $2.00 IF THE DEAL WAS SUCCESSFULLY VOTED ON TO BE $2.50 OUT OF THE MONEY BECAUSE THEY RAISED THE EXERCISE PRICE FROM $7.50 TO $12.00!

THIS MANAGEMENT TEAM HAD 2 YEARS TO FIND A DEAL FOR $400,000,000.00 AND THE ONLY THING THAT THEY COULD FIND IS A BUNCH OF SHOCKED INVESTORS!!!!!!

WE RECOMMENDED THE WARRANTS AT .18 - THEY NOW FOR SOME STRANGE REASON ARE TRADING AT .28-- SELL AS QUICK AS YOU CAN BEFORE THE LIGHT GO OUT!

NEW RECOMMENDATION ICO,INC. (ICOC $4.09)
ICO, INC.

WWW.ICOPOLYMERS.COM

THE COMPANY MANUFACTURES SPECIALTY RESINS AND CONCENTRATES. THE RESINS ARE USED IN THE MAKING OF PLASTIC AND OTHER PRODUCTS.

SAMPLE APPLICATIONS: SHOPPING BAGS, FOOD PACKAGING, INDUSTRIAL FILM, ELECTRONIC PACKAGING- WHILE OTHER RESINS ARE USED FOR TOYS, WATER TANKS, PLAYGROUND EQUIPMENT, BINS AND ROAD "FURNITURE". IN ADDITION, RESINS ARE USED FOR CARPET BACKING, CLOTHING & EVEN OILFIELD SERVICE & METAL COATING INDUSTRIES.

THIS IS A GREAT STOCK TO PLAY AS AN ECONOMIC RECOVERY APPEARS TO HAVE TAKEN ROOT!

AT PRESENT THERE ARE AROUND 27 MILLION SHARES OUTSTANDING. THE CASH BALANCE AT THE END OF THE 3RD Q EQUALS $23.6 MIL & THE STATED BK IS $3.65. TOTAL BORROWING ABILITY IS $47 MILLION. THE CASH POSITION HAS INCREASED BY $18 MILLION AND THE DEBT LEVEL HAS DECREASED BY $16.4 MILLION. REVENUES DROPPED BECAUSE OF SEVERE ECONOMIC DOWNTURN WHICH RESULTED IN LOWER DEMAND. THE RESIN PRICE ALSO DROPPED WHICH OF COURSE AFFECTED MARGINS. REV FOR THE 9 JUST REPORTED EQUALED $219 MILLION VS $338 MILLION AND A NET LOSS FOR THE 9 OF .10 VS A GAIN OF .47. THE 3RD Q ACTUALLY SHOWED .05 NET INCOME/SH VS .17 FOR THE 3RD Q OF 08. GROWTH AREAS THAT ICOC HAVE A MEANINGFUL PRESENCE ARE INDIA, BRAZIL AND SOUTHEAST ASIA.

ICOC LOOKS VERY ATTRACTIVE AT CURRENT LEVELS.. THE CPMY REDUCED DEBT, INCREASED CASH, TURNED A PROFIT IN THE 3RD, HAS PLENTY OF CREDIT, BIZ LOCATED WITHIN REGIONS OF STRONGER GROWTH THAT THE USA , WEAKER DOLLAR ADVANTAGE AND A STOCK THAT OFFER INVESTORS AN EXCELLENT VEHICLE TO MIRROR ECONOMIC GROWTH WORLDWIDE.

WE RATE ICOC WITH A STRONG BUY RECOMMENDATION AT CURRENT LEVELS WITH LIMITED DOWNSIDE RISK AND VERY ATTRACTIVE UPSIDE POTENTIAL DURING THE NEXT 6-12 MONTHS AS THE WORLD REGAINS ECONOMIC GROWTH.

NEW BUY RECOMMENDATION--RODMAN & RENSHAW CAPITAL GROUP, INC. RODM $2.05
RODM IS A FULL-SERVICE INVESTMENT BANK THAT FOCUSES ON PROVIDING INVESTMENT BANKING.

NOTE: BK IS $1+

WE ARE MOST INTRIGUED ABOUT THE LARGE AMOUNT OF MONIES THAT THIS FIRM HAS BEEN RAISING DURING THE PAST 5 1/2 MONTHS AND BELIEVE THAT THIS STILL MIGHT BE AN ATTRACTIVE PRICE AREA TO ENTER IN ORDER TO TAKE ADVANTAGE OF CURRENT CORPORATE FINANCING THAT IS TAKING PLACE . DURING THE 2ND Q RODM COMPLETED 25 RAISES FOR A TOTAL OF $400 MILLION AND NON-GAP OF .29 IN EARNINGS/SH BASED UPON 36 MILLION FULLY DILUTED SHARES. (IT SHOULD BE NOTED THAT A SMALL PORTION OF THE EARNING CAME FROM OTHER PARTS OF THE OPERATION)

DURING THE FIRST 45 DAYS OF THE 3RD Q RODM ALREADY HAS COMPLETED 12 DEALS FOR A TOTAL TRANSACTION VALUATION OF $232 MILLION. ONE CAN SEE THAT THE RUN RATE IS EVEN LOOKING BETTER THAN THE 2ND Q ( SHOULD BE NOTED THAT TYPICALLY THE 3RD IS SLOWER BECAUSE OF VACATION MONTHS). IF WE ASSUME THAT RODM COMPLETES $400 MILLION FOR THE 3RD AND EARNS THE SAME .29 - IT IS EASY TO SEE WHY THIS DEAL STARTS TO LOOK VERY "SWEET" AT CURRENT LEVELS! THIS MARKET IN OUR OPINION, HAS "LEGS" AND USUALLY THE FOURTH Q IS STRONGER THAN THE 3RD BECAUSE FIRMS ARE LOOKING FOR YEAR-END BUSINESS. LET US ASSUME THAT THE 4TH ONLY DELIVERS $300 MILLION IN TRANSACTIONS AND NON-GAP RESULTS ARE .21 FOR THE Q. DURING THE 1ST Q OF 09 RODM LOST .18 NON-GAP. IF WE CALCULATE THE ESTIMATED RESULT FOR 09 OF .61 AND THEN HAIRCUT IT BY 25%, WHICH RESULTS IN .45 NET INCOME/SH FOR RODM WHICH IS TRADING AT AROUND $2.00. THE RESULTING PE EST. IS 4.5X. WE BELIEVE THAT A 10 PE IS VERY CONSERVATIVE AND IF WE STAY CAUTIOUS WITH OUR VALUATION WE STILL GET A $4.50 SHARE PRICE! IF THE ECONOMY GAINS TRACTION, RATES STAY LOW, INFLATION STAYS MUTED, BANKS REMAIN RELUCTANT TO LEND AND WALL STREET BECOMES THE ONLY GAME IN TOWN FOR VENTURE CAPITAL THEN IT IS EASY TO CONCLUDE THAT RODM COULD EASILY APPRECIATE DRAMATICALLY DURING THE NEXT 12 MONTHS. RODM COULD EASILY BECOME A JUICY TAKEOVER CANDIDATE AND WHILE WE WAIT RODM COULD SHOWER SHAREHOLDERS WITH A CASH DIV.

WE LIKE THIS DEAL AT CURRENT LEVELS & RATE RODM WITH A STRONG BUY RECOMMENDATION AT CURRENT LEVELS.

WE HAVE NOT BEEN PAID BY ANY LISTED INVESTMENT WITHIN THIS EMAIL ALERT.

WE MAY BUY, SELL AND OR HOLD AT OUR OWN DISCRETION.


FOR INFORMATION: CALL 801 272 4761


mailing address:
saadvisory
4700 s holladay blvd
slc,utah 84117
S.A.Advisory
William Velmer
Job Title
phone:
949 922-9986

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