CSI Update December 2017-Private Subscriptions

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 47.1% gain on the 23 stocks I have sold (21 winners and 2 small losers) in my private portfolio since January 1, 2016. Eight of the 23 stocks have been bought out, including six in 2017.

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. These are listed by last sold date.

2017 Telecommunications company-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 Undisclosed spin-off .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

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CSI Update December 2017-Free Blog

CSI FREE BLOG

Of our closed out positions on the Blog, since inception, we have had 71 winners, 18 losers for an 80% win-rate with an average gain of 37%.

Since we now have only 4 stocks in our “portfolio” we are discontinuing the portfolio performance metrics in. We will continue to update on the remaining stock positions individually until they are all sold.

In December:

We finally sold BLIN at an 80% loss at $4 a share. The stock immediately fell back to $2.50.

ATEC completed the stock purchase transaction with the two ex-Nuvasive guys who bought 1.77 million shares at $2.26 or $4 million.

December 2017 Legacy Positions:

 

                  Share      Current      Lifetime      Current      Price to     Prior

 Stock         Cost          Price          Gain            Value         Value       Value

SYNC           $2.56        $2.30           (10%)               $5.81         40%         $5.32

PRSS           $4.01      $1.85           (54%)             $5.37         34%         $6.49

ATEC           $7.06        $2.66          (62%)             $5.93         44%         $7.42

AVID             $8.35        $5.39          (35%)             $16.95         40%          $16.50