S.A. Advisory E-Mail UpdateNovember 26, 1999 Subject: Urgent Sell recommendation for Nov 26,99 and other ideas!!! Dear E-mailer's: http://www.saadvisory.com 1. Financial Performance (fpcx). We initially recommended fpcx July 28,98 @.50. We used it as our Dick Davis Digest pick of the year for 99. On Nov 20,99 we placed a sell recommenda- tion on fpcx and informed investors to sell 50% @ $1.875--Today we are recommending that investors sell the balance @ $6.50 for a 1200% gain! 2. If you like to play with toys! We would take Toy R US when compared to E-Toys etys toy price $68.50 $17.94 sales for six $21.3 million latest 26 weeks $4.37 billion months 9/30/99 net loss--------$65 million income------ $29 million book value------$2.77 $14.50 price to book--- 23.24 1.18 PE-------------Are you kidding trail 12-- 12.14x market-cap ------- around 8 billion around 4.19 billion cash --------- $1.18 $1.06 Price to sales-- 80.77 .36 debt----- .02 .36 website-------yes yes The numbers speak for themselves! We rate (toy) a BUY and (etys) a strong SELL! We intend to monitor TOY within our new NYSE ORPHAN PORTFOLIO ( see last newsletter) 3. A boring super cheap mini-micro-cap!! Does not deal with the internet- instead deals with FOOD! AG Bag International (AGBG-otc bb-fully reporting)--.395 The company manufactures and sells machines related to bags used in the agriculture industry to store feed for livestock,grain and other products. book value .80 9 months rev $28.4 million and .11 net/sh 12 million shares fully diluted-6 million in float SEE EXTREMELY BULLISH PRESS RELEASE ON OCT 14,99 select financial data -year ending 96a 97a 98a ***** 99a (9-months results) sales 22.9 million 20 million 27.7 million *** 28.4 million income/sh (loss) .03 (.32) .06 .11 For the recent 9 months compare prior $28.4 million $24.2 million .11 .10 We rate agbg with a STRONG BUY recommendation! I would like someone to show me a .39 stock that has earnings of .11 for the 9 months on sales of $28.4 million. This stock should be trading @ $1.50-$2.00 not .395!! This results does not even include the fourth quarter! We see very little downside risk in thIS investment opp. The stock is trading at 1/2 book, PE of around 5,psr of around .14!! Long term this opp. should reward us many times over! We will monitor AGBG within our portfolio for % gain performance! We have not been paid any fee from any of the companies list within this e-mail! We may buy,sell or hold any of the listed stock within this e-mail at any time! |
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