Issue 25

01/26/05

My Travel Itinerary and A Surprise

Issue #25 - My Travel Itinerary and A Surprise

1. Surprise, Surprise
2. My Travel Itinerary

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Dear Friends,

Well, I still haven't finished updating the database of subscribers,
but that's okay. It's a nice problem to have this many people reading
this newsletter.

Considering the number of new subscribers over the last few weeks, I
felt that it would be appropriate to share an update on an old issue,
and in addition hopefully give some insight into my investing
philosophy.

In the second part of today's issue, I'm also sharing my travel
itinerary for the next 100 days, or at least as much of it as I
currently know. Some of it may change, but at this point any changes
would be minor.

For Advisory subscribers, your mid-month update will be in your e-mail
inboxes this evening. I'm attending an important investment conference
in Las Colinas, TX tomorrow and will probably have some insights to
share. I will also be giving you all the information regarding bonds
that I briefly mentioned earlier this month.

Finally, before we get started with today's issue, let me first check
to make sure you received the 5 free minutes I sent you from Ingenio.
If you did not, please check your junk mail box first. When I sent a
test message to myself, it ended up in the junk mail folder every
time, so please just check there first.

If it's not in there either, then kindly send me a note and I'll be
glad to send it to you again. A number of you, who have subscribed
since the beginning of the year, will not have received it yet but I'm
working on that. The rest of you should have already received the
note, so feel free to use them to give me a call.

Unless of course, you are already subscribed to the Advisory
Newsletter service.

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Surprise, Surprise

I'm going to say something that will probably surprise a large number
of you. I want the advice I give to be understood, because that means
I'm doing a good job of explaining it, but I don't necessarily want
you to agree with me.

Now I realize that each and every person who reads this newsletter is
a highly sophisticated investor, who does significant research on
their own, but let's discuss that crazy brother-in-law of yours. You
know the one I'm talking about, the guy nobody really wants to sit
next to in the family dinners because he's going to ask you all kinds
of questions regarding your investments and your strategies.

Then in a loud voice he's going to tell you where you're wrong and in
the very next breath complain that while he's right, he can't seem to
get the timing thing just perfect and so he's always losing money in
the markets!

If he's always losing money in the markets, then what does that mean
he is? He's a follower, a lamb for the Wall St. slaughter that's what
he is, and that's why I don't want him to agree with me.

Because if he disagrees with me, then I know I can make a significant
amount of money in a trade.

The other reason, I don't want him to agree with me, is because it's
hard work. It's hard work doing the necessary research, discovering
which companies are under valued and which ones are over valued, after
all if it was easy then he'd have already figured it out and would be
investing alongside of me, and so would everyone else.

You see everyone wants to buy gold in 1980 and tech stocks in 2000,
but if you saw the chart I published Sunday in my blog, you'd be
reminded of why that isn't all that wise of a strategy.

It's far wiser and more profitable to invest when everybody hates
something and while I'm not the only newsletter publisher to have said
this before, I do want to draw you back to the last time I covered
this subject.

It was about 6 weeks ago, in early December, when I had a subscriber
give me a call to discuss Sirius Satellite Radio (SIRI - NASDAQ). In
the December 9th, 2004 issue of Investing With Mom, I gave a little
discussion of SIRI and a pair of other risk capital investments that
were already in the Investing With Mom portfolio and shared how SIRI
was more highly inflated than any other risk capital investment I
recommended at that time.

Now let's take another look at SIRI after a little more time has
passed.

From it's high on Dec. 7th, SIRI has dropped significantly. In fact,
anybody with the stomach to sell SIRI short at the close that day
would be currently sitting on a gain of over 33%. Even though SIRI
initially rebounded following the first drop, it has slowly but surely
rolled over and is now dropping at an even greater rate. I would even
go so far as to say that I expect SIRI to drop further, at least down
to $4/share for another 33% loss within the next couple of months.

DISCLAIMER: Do not go out and immediately call your broker and tell
him to short SIRI. I am not saying that that would be a wise
investment decision, rather I am pointing out that SIRI is still
over-valued.

The other two companies I used in the comparison, have both managed to
break even and yet they are both poised for even greater things over
the next few months. In fact, the mid-month update for January will
include comments on both of them and while I am adjusting the buy
under levels, I still find them both to be excellent risk capital
investments.

To learn more just sign up for the Advisory Newsletter and receive
over $2000 in bonuses immediately, before you even place your first
trade. If you also donate to tsunami relief efforts through People
That Care International, you'll end up with a free subscription to
the Advisory Newsletter, in addition to $421 in thanks for your
donation. The deal gets even better when you include the tax deduction
you'll be taking on your 2004 taxes, which are due in just 79 days!

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My Travel Itinerary

I promised this update on my travel itinerary about 2 weeks ago, so
here it is.

This Friday, January 28th, 2005, I leave for Mississippi, where I will
spend Friday evening and all day Saturday. If you would like to meet
with me, I will be available anytime on Friday as my departure for
Jackson, MS is flexible. Saturday morning I drive up to Starkville and
run the 20th Annual Frostbite Half Marathon from about 12:30pm until
I'm done. Afterwards, I'll be heading over to Rick's Cafe Americain
for the post-race pizza and awards.

Always a good time to be had, especially while watching the video of
everyone finishing the race. If you'd like to meet after the awards
ceremony, I promise I will have already showered and will be
presentable. Grin. However, I would like to spend some time Saturday
night with my good friends, Miriam and Jamie and their 2 kids.

Sunday, I will return in time to head straight to church, so I doubt
there will be time for me to meet anyone along the way, but you can
try and contact me before I leave.

February is looking like it will be a fairly light travel month,
except for Valentine's weekend. Hopefully, I will be in Houston all
day Saturday, Feb. 12th and in Austin in the morning of Feb. 13th, but
that is still subject to change at this point.

Starting in late February and running through the end of April, my
travels will be severely restricted as I coach my 5th season of track,
4th season as head coach, at my high school alma mater, Shady Grove
Christian Academy.

Our first meet of the season will be at the Pantego Panthers Pepsi
Relays on March 5th, 2005 and assuming we send several kids to the
State Meet, our last meet will be the TAPPS State Meet on May 6 - 7th,
2005 in Waco, TX.

Depending upon fundraising and such, we may even be able to host a
track meet in April, but that is still a ways away in terms of getting
organized. We shall see.

That's all for this issue, but again, if you wish to have a meeting
with me, just send me an e-mail before I leave town this Friday.

Investments good for my mom and you,

Andy Prior