OPTO released earnings on Monday. They were good. Valuation has moved up to $3.09. At $1.36 bid, $1.40 ask–it is still a buy.


Onyx (ONXS)

ONXS seems to be hanging in there after the take-under offer from CSC (CHINA). Closed the week at $4.58 up 12% from our buy at $4.10. Hold, hoping for a higher offer.

OPTO.OB-stayed right at our buy price last week of $1.24. Buy

MIVA moved up a tad to $3.88 from our buy at $3.80 +2%. Buy

AVSO.OB is frustrating. Poked up to $2.50, then fell back to $2.24–still up 88% but thought we would be out of this one by now. Hold

DTLK–keeps falling back from over $5.00. Closed at $4.01 now down 2% from our buy at $4.10. Hold

DWCH–looking stong this past week. Closed at $4.02, up 10% from our buy at $3.66. Hold

INFT–just sitting there. Closed at $4.07 down 1% from our buy at $4.11. Hold

IYXI.OB–Closed at $3.00. Up 57% from our buy at $1.91. Hold for $3.50

CTIG.OB-Closed at $.29 ask, up from $.27 buy price. Hold/Buy

Optio Software-OPTO.ob

Another OB-aby. I have been in OPTO for a while. Started buying around $1. Stock has been up to $1.40 recently, business fundamentals are still good. Valuation is $2.65 a share. Large investor group is pushing management to increase the share value. After a bunch of new customer win press releases in the last month, the stock has drifted back down to the $1.2o bid $1.25 ask area. Buy all you can at this level.


Onyx Software

ONXS got a “take-under” offer this morning for $4.57 a share in cash or $4.78 half cash half CDC (CHINA-NASDAQ). Shares up 10% to around $4.40. They need to get over $5.50 a share to make this worthwhile. Hold for now.



Looks like a buy here. Closed at $3.80 on Friday. Valuation $9.10. BUY
As noted in previous post we sold NTCT at $7.75 this past week for a 41% gain
AVSO.ob rumbled over $2.50–but only for an hour or two. Closed at $2.35. Hold for $2.50 or more.



NTCT crashed through our price target this morning of $7.75. Sell for a 41% gain.



Bought DTLK earlier this year and $4.00. It immediately ran up over $5.00 and has been backtracking ever since to $4.24 on Friday. Our valuation is $7.00. DTLK has just over $1.00 a share in cash and it looks like time to buy more at this level. Looking for at least $6.00 on this one. Buy.