I had a nice week, up 5.6% and am up 12.1% YTD

Just solid gains on most of my stocks but, not enough to sell anything.

There are still a LOT of stocks out there selling at 30,40, 50X earnings–and more. All I can do is shake my head.

So finding good value stocks is hard, but they are out there. I tried buying one last week but it got away from me, at least for now.

I was up for 5 weeks in a row. In my experience I was due for a crappy week and I got it.

I was down 3.5% last week and am up 6.5% for the year.

No news on anything I own and I didn’t do any trading.

Market is back to chasing momentum. INTC soared last week when they made around $.30 . PE now well over 50.

Blah

I ended the week up 10% YTD.

Almost all my stocks were up. PLTK was up 15% from where I bought it.

The Iran situation is driving the market right now. So who knows what next week will bring.

I got back into PLTK today. I sold it after it eliminated it’s dividend for a small loss earlier this year. They recently announced they have set up a committee to look at “strategic alternatives”. My valuation is over $9 a share. While the company is based in Israel, the 80% shareholders are Chinese entities. I don’t expect $9, but I would take $6 for a 100% upside.

I ended up for the year so far, but that can disappear in a minute.

ACH continues upward.

IRIX looks interesting at $1. They were non-GAAP profitable in Q4. This may be the first time ever. They also signed a deal with a 1,800 customer purchasing group. Way undervalued IMO, but it has been for the last several years. Worth a shot I think.

CARS has been doing well also. Expecting $2 EPS this year and trading at just under $10.

I was up last week, but still down 1.2% for the year.

ACH finally started to recover from its lows. Still trading at less than 4X projected 2026 EPS.

I started Friday up slightly for the year. I ended it down 3.5% after Friday’s massacre. The cheap stocks keep getting cheaper. I would buy more of some of them, but I don’t want to try to catch a falling knife.

ACH-3.2X projected 2026 EPS

PERI-1X projected EPS (net of cash)

NEXN-4.5X projected EPS (net of cash)

ANGI-4.2X 2025 adjusted EPS

CARS-4X projected 2026 EPS

I went into the red last week on no news for any of my stocks.

Cars.com looks very cheap to me. I bought some. My valuation is around $20 a share. Very profitable but slow/no growth in revenue so no one likes it. I will take profits over revenue growth almost every time.

121% gain on the trade, 108% gain so far. Thinking I will hold the rest for a while.