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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