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.
I sold my last 40% of PDLI for a 21% gain, making it a total gain of 15% on PDLI in about 9 months.
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.
In January:
No big news in January for SYNC or AVID. Someone did dump 3 million shares of ATEC on January 31st. driving the price down as low as $1.20. ATEC did preannounce Q4 revenues of over $25 million which is up from $23 million last quarter.
January 2019 Legacy Positions:
Share Current Lifetime Current Price to Prior
Stock Cost Price Gain Value Value Value
SYNC $2.56 $1.85 (28%) $5.78 32% $5.75
ATEC $7.06 $1.30 (82%) $2.93 44% $3.37
AVID $8.35 $4.76 (43%) $15.98 30% $14.64
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 40% gain on the 31 stocks I have sold (29 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 28 stocks have had buy-out offers, including six in 2017 and two in 2018.
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 Pharma Co. (60% sold) 11% 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 Internet Services Co. (10% sold) 49% 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
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 4 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 40.4% gain on the 31 stocks I have sold (29 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 28 stocks have had buy-out offers, including six in 2017 and two in 2018.
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.
2018 The Rubicon Project 1% gain
2018 Otelco 116% gain.
2018 Global Ship Lease 4% gain
2018 Telecom Services (57% sold) 3% gain
2018 Internet Services Co. (10% sold) 49% 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
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.
In December:
No big news in December. All the big market averages ended up down in 2018. The DOW was down 5.6% and NASDAQ was down 3.9%. Our three remaining stocks were all down too.
December 2018 Legacy Positions:
Share Current Lifetime Current Price to Prior
Stock Cost Price Gain Value Value Value
SYNC $2.56 $1.48 (42%) $5.78 26% $5.75
ATEC $7.06 $2.29 (68%) $2.93 89% $3.37
AVID $8.35 $4.75 (43%) $15.98 36% $14.64
We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 4 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 42.2% gain on the 30 stocks I have sold (28 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 28 stocks have had buy-out offers, including six in 2017 and two in 2018.
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.
2018 Otelco 116% gain.
2018 Global Ship Lease 4% gain, Buy-Out
2018 Telecom Services (57% sold) 3% gain
2018 Internet Services Co. (10% sold) 49% 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
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.
In October:
No big news in October. Market stunk up the place too.
September 2018 Legacy Positions:
Share Current Lifetime Current Price to Prior
Stock Cost Price Gain Value Value Value
SYNC $2.56 $1.80 (22%) $5.75 31% $5.25
ATEC $7.06 $3.00 (58%) $3.37 89% $3.11
AVID $8.35 $5.30 (37%) $14.64 36% $14.98
