April 2017 Update

PRIVATE SUBSCRIPTIONS

We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 6 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 sold every day, with a weekly summary of activity, open positions, how many shares we own and their valuations.

Here is the list of private subscriptions positions I have bought and sold since December 2015.

Syneron Med. 46% gain on Buy-Out

RocketFuel, 140% gain in 4 months

Lantronix, 135% gain

Undisclosed spinoff, 1% gain

HLIT, 74% gain on our remaining position

Ceragon, 48% gain

Imation, 31% gain

Mitel, 15% gain

SGI, 70% gain on BUY-OUT.

AVID, 55% gain (this was a trading position-in addition to our long-term holding)

HLIT, 85% gain. We sold 75% of our position here.

UVE, 36% gain.

ATEC, 71% gain. (This was a trading position-in addition to our long-term BLOG holding)

United Online, 6% loss (take-under)

If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com. It is NOT CHEAP though.

We averaged a 58.4% gain on our 13 sold stocks (12 winners and 1 small loser) in our private portfolio since January 1, 2016. We have 19 open stock positions with 13 stocks up, and 6 down.

CSI FREE BLOG

Of our closed out positions on the Blog, since inception, we have had 70 winners, 17 losers for an 80.5% win-rate with an average gain of 38%.

Since we have only 6 remaining stocks in our “portfolio” we will be discontinuing the portfolio performance metrics in 2017. We will continue to update on the remaining stock positions individually in 2017.

Index  April
Dow 1.4%
Nasdaq 2.5%

April 2017 Legacy Portfolio

Share Current Lifetime 2017 Current Price to Prior
Stock Cost Price Gain Gain Value Value Value
 CCUR **          4.58         7.11 55% -3.8%         13.83 51%        9.49
 BLIN          3.95         0.76 -81% 18.8%           1.38 55%        1.53
 SYNC          2.56         3.55 39% 14.5%           5.66 63%        6.17
 PRSS          4.01         2.85 -29% -3.1%         10.15 28%        7.43
 ATEC          7.06         2.03 -71% -36.8%           8.87 23%      16.50
 AVID          8.35         5.61 -33% 27.5%         18.54 30%      22.03
** Current price includes cumulative dividends
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