BOSTON, Nov. 10, 2003 (PRIMEZONE) -- As he sensed a bottom in the semiconductor sector in the fall of 2002, the pmcw Report's (http://www.pmcwreport.net/) Paul McWilliams decided it was time to share the word. In September 2002, he created a focused portfolio of largely undiscovered companies he knew very well. Members have likened his style of value and vision to "a cross between Warren Buffett and George Gilder."
This "focused approach" is working quite well. Since its September 9, 2002 inception, his report's equity portfolio has returned a staggering 334%, well outdistancing the Nasdaq's 51% gain. Year-to-date the portfolio's equity positions have returned 270% compared to a 48% advance in the Nasdaq.
McWilliams isn't surprised by his model portfolio's big gains. "Throughout the year we've seen some great opportunities to load up on shares of our focus stocks. We've been calling for a turn in semiconductor issues since Q4 2002 and have been surprised that it took Wall Street so long to catch on. Fortunately our readers were able to take advantage and profit from our outlook ahead of the recent surge in share prices."
McWilliams' knack for seeing the trends early is epitomized by the success members have enjoyed with Harmonic (Nasdaq:HLIT). He saw Harmonic positioned to win big as the demand for "TriMedia" and digital multimedia blossomed. Members who got in early have logged gains approaching 800%. However, new members are likely pretty happy too. McWilliams recently recommended a buy just before shares shot up by 13%. Harmonic is only one of three focus stocks in his model portfolio that is up by over 90%. Since starting the pmcw Report in September 2002, McWilliams has provided members with over 35 ideas that have returned in excess of 100%. Possibly even more impressive is the fact that not a single idea is currently sitting at a loss.
Samples of his ideas include (with maximum potential gain since the idea was presented):
-- LSI Logic (NYSE:LSI) gained 223%, Vishay (NYSE:VSH) gained 192% and Altera (Nasdaq:ALTR) gained 134% since his October mentions
-- Adobe (Nasdaq:ADBE) gained 67%, Applied Micro (Nasdaq:AMCC) gained 81% and Identix (Nasdaq:IDNX) gained 60%, EMC (NYSE:EMC) gained 144% since his December mentions
-- Vitesse (Nasdaq:VTSS) gained 270%, Juniper (Nasdaq:JNPR) gained 122%, PMC-Sierra (Nasdaq:PMCS) gained 197% since his January mentions
-- Corning (NYSE:GLW) gained 95%, Ciena (Nasdaq:CIEN) gained 50% and Tellabs (Nasdaq:TLAB) gained 40% since his March mentions
-- Safenet (Nasdaq:SFNT) gained 86% since his April mention
-- Sonic Solutions (Nasdaq:SNIC) gained 178% since his May mention With nearly 40 years of investing experience and 20 years working with great tech companies such as Altera, Cypress (NYSE:CY) and Linear Technology (Nasdaq:LLTC), McWilliams knows the good times don't roll forever and feels "the price of many stocks is already reflecting too much of what's to come."
However, he reminds us, "If you know where to look, there are still plenty of great investments today. Our goal is to help our members understand what is happening and introduce them to undiscovered companies that will do much better than what is currently reflected in their share price."
Those interested in reading his detailed reports and recommendations can sign up for a free thirty-day trial to his service: http://www.pmcwreport.net/join.php3?refer=PZ1
About the pmcw Report
The pmcw Report is a subscription financial newsletter managed by semiconductor veteran Paul McWilliams and Raging Bull co-founder Rusty Szurek. Members enjoy daily postings, economic updates and a model portfolio.
To learn more please visit: http://www.pmcwreport.net/join.php3?refer=PZ1