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.

Some days it looks like the long awaited market PE revaluation is finally happening, but then the next day it doesn’t. I still have not seen any days where the market breath is 9,10,11 to 1, losers over gainers. It has been years now that we have not seen a capitulation.

I am still sitting with some of my old dogs, IRIX, ARAY, CTRM. I never sold them (I am stubborn and hate to take losses). ZIM (shipping company) got a healthy take-over offer this year, but it seems nothing can move CTRM due to it’s greedy and inept CEO. Small medical and even big medical device company are still being shunned. I still have some hope for IRIX as they seem to have stopped the cash burn and may even make a profit. I am holding ARAY because it is worth almost nothing at this point.

PERI and NEXN are doing just fine financially. Both are still very CHEAP IMO.

ACH is a 1-2 year hold, unless something bad happens.

EDAP had a great revenue Q4 (if they ever report the final results) but the cash burn is still a concern.

I am still holding 50% of my VNDA. Advertising spend is a concern but they still have a ton of cash.

ANGI looks very CHEAP to me.

I am still up for the year, but only by about 2%, mostly due to my trades in DHX and VNDA.

EPS was $.98 for the year and they have $2 a share in cash. Expect 10% growth for 2026 and are buying back stock. They spew cash. Trading at $6.60. $12-14 stock IMO. Take over rumors about a month ago, but nothing more so far.

I dumped PLTK for a 4% loss after they eliminated their dividend for nebulous reasons.

I sold another 25% of VNDA for a 94% gain.

I bought more PERI at $8.18. It was trading at $.53 over its cash value and at about .5X earnings net of their cash.

ACH just can’t get going. Trading at about 3X earnings. Thinking about buying more if the weakness continues.

They got another FDA approval on Friday. Up 40% today in a bad market. #2 gainer on NASDAQ. Still holding 75%.