Private Portfolio Update-MXPT

Yesterday I closed out my position in Maxpoint for a 60% gain in 6 months. I have also started 2 new positions  in the last month.

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CSI-Private Portfolio Update

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 why—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 subscription stocks I have bought and sold since December 2015.

2017-Tremor Video, 25% gain

2017-ShorTel, 24% gain on BUY-OUT

2017-MRV Communications, 6% loss on BUY-OUT

2017-Ceragon, 5% gain

2017-Angie’s List, 50% gain on BUY-OUT

2017-Syneron Med. 46% gain on BUY-OUT

2017-RocketFuel, 140% gain in 4 months

2017-Lantronix, 135% gain

2017-Undisclosed spinoff, 1% gain

2017-HLIT, 78%

2017-Ceragon, 48% gain

2016-Imation, 31% gain

2016-Mitel, 15% gain

2016-SGI, 70% gain on BUY-OUT.

2016-AVID, 55% gain (this was a trading position-in addition to our long-term BLOG holding)

2016-UVE, 36% gain.

2016-ATEC, 71% gain. (This was a trading position-in addition to our long-term BLOG holding)

2016-United Online, 6% loss BUY-OUT

If you are interested in becoming one of our private paid subscribers, please e-mail me at

We averaged a 45.5% gain on our 18 sold stocks (16 winners and 2 small loser) in our private portfolio since January 1, 2016.


July 2017 Update

In July:

BLIN had to do another 1 for 5 reverse stock split. This is the second one in just over 2 years. An AMAZING destruction of value by this management group.

PRSS announced Q2 earnings. Their “turnaround” continues. Our new valuation is $6.49 and they have $1.80 per share in cash. We are still hopeful on this one, but it is taking too long, which is always concerning.

July 2017 Legacy Positions:

                 Share      Current    Lifetime      Current      Price to     Prior

 Stock         Cost          Price        Gain            Value         Value       Value

CCUR         $4.58      $9.02           97%               $13.83       65%          $9.49

BLIN       $19.76       $3.09         (84%)              $7.20         43%          $6.88

SYNC        $2.56        $3.90           52%               $4.49         87%          $5.66

PRSS         $4.01        $1.84         (54%)              $6.49         28%          $5.61

ATEC        $7.06        $1.62         (77%)              $9.42         17%        $16.50

AVID        $8.35        $5.15         (38%)             $17.34         30%       $18.54