I have a 40 year background in accounting and finance at a number of public and private companies in increasingly responsible positions and have been a CFO for the last 20 years. My background in preparing financial statements, reporting to the Securities and Exchange Commission and having been involved in a number of company sales and purchases are invaluable tools in reading and understanding public company financial statements and their valuations.
CSI Private Subscriber Update
Quad Graphics jumped on earnings last week and I sold my entire position for a 54% gain.
CSI Update, January 2020, Private Subscribers
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 3 remaining open positions until the end.
In late 2015 we started offering a paid subscription service which is similar to the Blog, but we tell you exactly what stocks we bought and why—and sold every day, with a weekly summary of activity, open positions, how many shares we own and their valuations.
I have averaged a 43% gain on the 37 stocks I have sold (35 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 35 stocks have had buy-out offers, including six in 2017 and two in 2018. But none in 2019 or 2020-yet. My total portfolio was up 72.8% in 2019.
If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com.
Here is the list of private subscription stocks I have bought and sold since December 2015.
2020 Medical equipment company-sold 33% for a 61% gain
2020 Old line media company-sold 50% for a 44% gain
2019 EXFO, 1% gain
2019 PERI, 77% gain
2019 Quantum Corp, sold 48% gain
2019 EXTR, 15% gain
2019 Medical Device company, sold 50% for a 53% gain
2019 DHI Corp, 46% gain
2019 Medical device company, (sold 80%), 69% gain
2019 Lantronix, 41% gain
2019 PDLI, 15% gain
2018 The Rubicon Project 1% gain
2018 Otelco 116% gain.
2018 Global Ship Lease 4% gain
2018 Telecom Services (57% sold) 3% gain
2018 Lantronix, 52% gain
2018 Ceragon Networks, 82% gain
2018 Networking Co. (1/3 sold) 17% gain
2018 Pitney Bowes 31% gain
2018 Calix-1% gain
2018 Xerox 34% gain, Buy-Out
2018 RMG Networks-1% gain
2017 Telecommunications Co., 59% gain (partial sale)
2017 magicJack 17% gain, Buy-Out
2017 eGain 56% gain
2017 YUME 90% gain, Buy-Out
2017 MaxPoint Interactive 60% gain
2017 Shortel 24% gain, Buy-Out
2017 Tremor Video 25% gain
2017 MRV Communications 6% loss, Buy-Out
2017 Ceragon Networks 55% gain
2017 Angie’s List 60% gain, Buy-Out
2017 Lantronix 135% gain
2017 Syneron Medical 46% gain, Buy-Out
2017 RocketFuel 140% gain
2017 Conduent .1% gain
2017 Harmonic 74% gain
2016 Ceragon Networks 48% gain
2016 Alphatec 71% gain
2016 Universal Insurance 36% gain
2016 Mitel Networks 15% gain
2016 Avid Technology 50% gain
2016 Silicon Graphics 70% gain, Buy-Out
2016 Imatron 30% gain
2016 Harmonic 80% gain
2016 United Online 5% loss, Buy-Out
CSI Update, January 2020, Free Blog
Of our closed out positions on the Blog, since inception, we have had 71 winners, 19 losers for a 79% win-rate with an average gain of 35.7%.
We will continue to update on the remaining stock positions individually until they are all sold.
January 2020 Legacy Positions:
SYNC
Share cost $2.56
Current Price $1.51
Lifetime Gain (Loss) (41%)
YTD Loss 1%
Current Valuation $5.05
Price to Value ratio 30%
Prior Valuation $4.12
ATEC
Share cost $7.06
Current Price $6.96
Lifetime Loss 1%
YTD Loss 2%
Current Valuation $5.29
Price to Value ratio 131%
Prior Valuation $4.82
AVID
Share cost $8.35
Current Price $8.40
Lifetime gain 1%
YTD Loss 22%
Current Valuation $13.52
Price to Value ratio 62%
Prior Valuation $14.33
Private Portfolio Update
I sold 50% of an old media stock for a 44% gain last week and 33% of a medical equipment company for a 61% gain last week.
CSI Update, December 2019, Private Subscribers
2019 was a terrific year as I was up 72.8%, more than 3 times the DOW and more than 2 times NASDAQ, and not one buy-out!
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 3 remaining open positions until the end.
In late 2015 we started offering a paid subscription service which is similar to the Blog, but we tell you exactly what stocks we bought and why—and sold every day, with a weekly summary of activity, open positions, how many shares we own and their valuations.
I have averaged a 43% gain on the 37 stocks I have sold (35 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 35 stocks have had buy-out offers, including six in 2017 and two in 2018. But none in 2019—yet. My total portfolio was up 72.8% in 2019.
If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com.
Here is the list of private subscription stocks I have bought and sold since December 2015.
2019 EXFO, 1% gain
2019 PERI, 77% gain
2019 Quantum Corp, sold 48% gain
2019 EXTR, 15% gain
2019 Medical Device company, sold 50% for a 53% gain
2019 DHI Corp, 46% gain
2019 Medical device company, (sold 80%), 69% gain
2019 Lantronix, 41% gain
2019 PDLI, 15% gain
2018 The Rubicon Project 1% gain
2018 Otelco 116% gain.
2018 Global Ship Lease 4% gain
2018 Telecom Services (57% sold) 3% gain
2018 Lantronix, 52% gain
2018 Ceragon Networks, 82% gain
2018 Networking Co. (1/3 sold) 17% gain
2018 Pitney Bowes 31% gain
2018 Calix-1% gain
2018 Xerox 34% gain, Buy-Out
2018 RMG Networks-1% gain
2017 Telecommunications Co., 59% gain (partial sale)
2017 magicJack 17% gain, Buy-Out
2017 eGain 56% gain
2017 YUME 90% gain, Buy-Out
2017 MaxPoint Interactive 60% gain
2017 Shortel 24% gain, Buy-Out
2017 Tremor Video 25% gain
2017 MRV Communications 6% loss, Buy-Out
2017 Ceragon Networks 55% gain
2017 Angie’s List 60% gain, Buy-Out
2017 Lantronix 135% gain
2017 Syneron Medical 46% gain, Buy-Out
2017 RocketFuel 140% gain
2017 Conduent .1% gain
2017 Harmonic 74% gain
2016 Ceragon Networks 48% gain
2016 Alphatec 71% gain
2016 Universal Insurance 36% gain
2016 Mitel Networks 15% gain
2016 Avid Technology 50% gain
2016 Silicon Graphics 70% gain, Buy-Out
2016 Imatron 30% gain
2016 Harmonic 80% gain
2016 United Online 5% loss, Buy-Out
CSI Update, December 2019, Free Blog
Of our closed out positions on the Blog, since inception, we have had 71 winners, 19 losers for a 79% win-rate with an average gain of 35.7%.
We will continue to update on the remaining stock positions individually until they are all sold.
December 2019 Legacy Positions:
SYNC
Share cost $2.56
Current Price $1.52
Lifetime Gain (Loss) (41%)
YTD Gain 3%
Current Valuation $5.05
Price to Value ratio 30%
Prior Valuation $4.12
ATEC
Share cost $7.06
Current Price $7.09
Lifetime Gain (Loss) even
YTD Gain 210%
Current Valuation $5.29
Price to Value ratio 134%
Prior Valuation $4.82
AVID
Share cost $8.35
Current Price $8.58
Lifetime (Loss) 3%
YTD Gain (Loss) 82%
Current Valuation-$13.52
Price to Value ratio-63%
Prior Valuation $14.33
CSI Update, November 2019-Private Subscribers
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 3 remaining open positions until the end.
In late 2015 we started offering a paid subscription service which is similar to the Blog, but we tell you exactly what stocks we bought and why—and sold every day, with a weekly summary of activity, open positions, how many shares we own and their valuations.
I have averaged a 43% gain on the 37 stocks I have sold (35 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 35 stocks have had buy-out offers, including six in 2017 and two in 2018. But none in 2019—yet. My total portfolio is up more than 70% so far in 2019.
If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com.
Here is the list of private subscription stocks I have bought and sold since December 2015.
2019 EXFO, 1% gain
2019 PERI, 77% gain
2019 Quamtum Corp, sold 48% gain
2019 EXTR, 15% gain
2019 Medical Device company, sold 50% for a 53% gain
2019 DHI Corp, 46% gain
2019 Medical device company, (sold 80%), 69% gain
2019 Lantronix, 41% gain
2019 PDLI, 15% gain
2018 The Rubicon Project 1% gain
2018 Otelco 116% gain.
2018 Global Ship Lease 4% gain
2018 Telecom Services (57% sold) 3% gain
2018 Lantronix, 52% gain
2018 Ceragon Networks, 82% gain
2018 Networking Co. (1/3 sold) 17% gain
2018 Pitney Bowes 31% gain
2018 Calix-1% gain
2018 Xerox 34% gain, Buy-Out
2018 RMG Networks-1% gain
2017 Telecommunications Co., 59% gain (partial sale)
2017 magicJack 17% gain, Buy-Out
2017 eGain 56% gain
2017 YUME 90% gain, Buy-Out
2017 MaxPoint Interactive 60% gain
2017 Shortel 24% gain, Buy-Out
2017 Tremor Video 25% gain
2017 MRV Communications 6% loss, Buy-Out
2017 Ceragon Networks 55% gain
2017 Angie’s List 60% gain, Buy-Out
2017 Lantronix 135% gain
2017 Syneron Medical 46% gain, Buy-Out
2017 RocketFuel 140% gain
2017 Conduent .1% gain
2017 Harmonic 74% gain
2016 Ceragon Networks 48% gain
2016 Alphatec 71% gain
2016 Universal Insurance 36% gain
2016 Mitel Networks 15% gain
2016 Avid Technology 50% gain
2016 Silicon Graphics 70% gain, Buy-Out
2016 Imatron 30% gain
2016 Harmonic 80% gain
2016 United Online 5% loss, Buy-Out
