email: Taipan@agora-inc.com        In this issue I ask lots of questions. But none is more important than the question
on page 4. For an investor on the hunt for profits,  it’s the single most important ques-
tion you can ask yourself. But before we get there,  let me remind you of the profits
our team of analysts have been handing readers through our daily online and email
services. Gains like these:        On August 25,  our China and IPO specialist Siu-Yee Ng issued the following alert:
        “China Yuchai has been on a tear after settling its dispute with its China unit. I was
planning to hold this for the long haul,  but with the stock trading at US$17.50 today…
up fully 288% in less than 8 months… it is just too tempting. (You may remember that
I first recommended it at US$4.50 a share in the January issue of Taipan,  which came
out December 30,  2003.)        “You now have two choices:  Sell your entire position in China Yuchai
(CYD:NYSE)  and bank the 13 dollars of profits per share. Or,  if your long-term per-
spective allows,  sell half of it and free-ride the remaining half for potentially higher
gains.”           But wait, there’s more: Her Chile play, Quinenco S.A. (LQ:NYSE), hit a 52-
week high. We’re up over 53% in seven months! Her Black Budget play on SGL
Carbon (SGG:NYSE) also hit a 52-week high. We’re up over 62% in six months.
And our other Chinese play, Zindart (ZNDT:NASDAQ), is up 40% in two months.        Christian DeHaemer’s January recommendation was to buy Netegrity
(NETE:NASDAQ) under US$3.50. Now priced at US$8.71,  it is up 148%. (He
recommends you hold!) His February recommendation of Abiomed
(AMBD:NASDAQ)  was sold for 74% gains. He recommended you sell half of
your position in his June pick,  Lexar Media (LEXR:NASDAQ),  for 100%
gains… and he continues to hold the other half at 136% profit. (Overall,  his 2003
Taipan  picks are up an average of 90.4% as of August 26,  2003.) next, please… SEPTEMBER 2003 VOLUME 16 ISSUE 11 This issue went to print 08-28-03. Prices and margins quoted reflect levels at this date. For your FREE       daily market
updates, sign up for     our FREE
e-Dispatch at www.247profits.com The single most
important question to
ask if you want to make
money in the markets Plus: Taipan members reap huge gains
on China Yuchai, Lexar and Netegrity J. Christoph Amberger Stock Buy        Price      Sell/      Price    Gain/ Status Update                  Loss Cepheid CPHD 11/7/2003 $4.50 8/18/03 $4.34 -3% Open   Encysive Pharmaceuticals ENCY 1st Half 10/15/2002 $2.07   6/26/03 $4.38   111% Sold   Encysive Pharmaceuticals ENCY 2nd Half 10/15/2002 $2.07 8/19/03 $4.00   93% Sold   Given Imaging GIVN 12/2/2002 $9.55   8/18/03 $11.32 18% Open   Guilford Pharmaceuticals GLFD 2/3/2003 $3.26   4/4/03 $4.35   33% Sold   KCS Energy Inc. KCS 4/3/2003 $2.57   8/18/03 $6.76   163% Open