S.A. Advisory E-Mail Update

August 06, 2001

S.A.Advisory update for August 6,01


Dear E-mailer's:    www.saadvisory.com
 
We have not been paid by any of the listed companies within this message!
 
If you wish to delete yourself from our list visit:  www.saadvisory.com/update and follow directions.
 
We hope to issue a HARDCOPY NEWSLETTER BY MID-SEPT 01--WE WILL OF COURSE
CONTINUE TO UPDATE AS WELL AS RECOMMEND STOCKS VIA THE INTERNET.
 
 
Within this message please review a few of portfolio's:  NYSE Orphan Portfolio and the TECH
EXPLOSION PORTFOLIO!
 
Will also review a few penny stocks towards the end of the message!
 
 
                                                         TECH EXPLOSION(SEE APRIL/MAY O1 NEWSLETTER)
 
SYMBOL          DATE RECOMMENDED       PRICE     CURRENT PRICE                 STATUS
 
ATMI            10/28/00              $18.375      $27.73                      H
CNXT            ""    ""               22.00        9.81                       B/H
VSEA            ""    ""               19.94        SOLD 4/29/01 @ $48.16
KLAC            ""    ""               31.00        SOLD 4/29/01@ $51.05
AMAT            ""    ""               48.00        SOLD 4/29/01@$57.10
T               ""    ""               21.94        20.54                      H
(CURRENT PRICE  DOES NOT INCLUDE RECENT SPIN-OFF OF AWE SHARES.
.3218 AWE/T SHARE-CURRENT PRICE OF AWE IS $18.68
 
WCOM            ""    """              22.06        14.30                      B
MOT             """   """              21.50        18.63                      B/H
LSI             11/30/00               18.00        23.98                      H
XIRC            ""    """              14.44        BOUGHT OUT BY INTC $25     S
NITE            ""   ""                16.75        11.75                      B/H
DITC            ""     ""              15.69        6.69                       B
CYMI            ""     ""              20.00        SOLD 4/29/01 @$30.68
INTC            ""     ""              38.06        31.68                      B/H
SUNW            3/29/01                15.85        17.72                      B
FDRY            ""     """             8.50         20.93                      H/B
GLW             ""   ""                21.47        16.70                      B/H
FLEX            3/30/01                16.00        SOLD 5/10/01@$27.00
CLTK            ""    ""               13.06        14.60                      B
EMC             7/23/01                18.00        20.48                      B
SCMR            ""     """             6.46         7.36                       B
NT              ""   """               7.52         8.04                       B
MONI            ""    """              2.70         2.86                       B
ELK.TO          ""    """              CD$4.10      CD$ 3.80                   B
 
 
 
                                      NYSE ORPHAN  PORTFOLIO
 
CGX           11/15/99                10             8.75                      B
CGX           ------                  22.50          20.98                     H
CLE           ------                  20.69          17.30                     B
XRX           ------                  25.00          8.25                      H
PER           -----                   17.50          15.42                     H/B
TOY           ------                  17.94          22.36                     H/B
UNM           2/13/00                 15.00          28.18                     H
WM            ---------               22.81          40.51                     H
GR            2/29/00                 22.93          35.34                     H
MO            ------                  20.06          45.17                     B
ABS           --------                25.00          33.34                     B/H
TEX           -------                 12.00          21.08                     B/H
AFS           -------                 19.625         BOUGHT OUT  $37.00
OWC           --------                14.00          1.14                      H
RTN           -------                 18.75          28.23                     H/B
SGI           07/13/00                4.00           .70                       H
COMS          ----                    13.00          4.88                      B
NCN     DURING 07/01 3 FOR 1 
      REVERSE- 7/26/00 YIELD 28%      10.80          10.65                     B 
CUM           07/31/00                31.69          41.40                     B/H    
 
 
 
OVERALL OUR PERFORMANCE IS EXCELLENT WITHIN BOTH OF THESE PORTFOLIO'S--IN OUR
OPINION!!!
 
 
PENNY STOCK BRIEFS:
 
 
HMLD---files chapter 11--totally suprised about this situation--have little choice except to hold stock for end results-
may not get wiped out because only 5 million shares outstanding--maybe a blessing --we believe chapter 11 will be
short lived-company can now get out of unfavorable contracts and leases-bonds  holders should also get something.
 
FSPX---distribution of home decorating hardware and furnishing products-rev for Dec 00 was $100 million and net
income/sh of .06.. For 1st Q of 01 rev $24.4 million and net of .02----02 est. rev of over $100 million and net of .08/sh
fully diluted 13 million shares and fully reporting with sec .  should and could be a takeover candidate...stock is trading
@ around .20 --should be worth at least .75 to $1.00----little risk on the downside.
 
STILL FAVOR MCTL AND SCRO---IF YOU OWN PENNY STOCKS--THESE BELONG IN YOUR 
PORTFOLIO
 
OIL AND GAS STOCKS---AOG.TO, NCN, ELK.TO---FAVORITES---ALL THREE WESTERN
CANADIAN PRODUCERS.
 
 
LAST FOOD FOR THOUGHT:   RIG ON NYSE STARTING TO LOOK ATTRACTIVE AND MTP
 
 
YOURS TRULY    WILLIAM VELMER
 
PS;  DICK DAVIS  DIGEST INVITES US FOR MID-YEAR STOCK PICK---SCRO LOOKS LIKE 
THE HANDS DOWN FAVORITE
 
AGAIN, WE INTEND TO RELEASE OUR HARDCOPY NEWSLETTER BY MID-SEPT 01

--- William Velmer
--- naga1@ix.netcom.com
--- EarthLink: It's your Internet.

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