I sold my Calix yesterday for a measly 1% profit after holding it for a bit over a year. Growing revenues, but losing too much money.
Month: February 2018
CSI Update January 2018-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 43.8% gain on the 24 stocks I have sold (22 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 24 stocks have been bought out, including six in 2017 and one already in 2018.
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.
2018 Xerox-34% gain, Buy-Out
2018 RMG Networks-1% gain
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 Conduent .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
CSI Update-January 2018 Free Blog
Of our closed out positions on the Blog, since inception in 2006, we have had 71 winners, 18 losers for an 80% win-rate with an average gain of 37%.
We will continue to update on the remaining stock positions individually until they are all sold.
In January:
No significant news on any of these, but earnings will be on tap over the next month or two. I am expecting good news from both SYNC and AVID. ATEC already pre-announced Q4 results so they are reflected in the stock price already.
January 2018 Legacy Positions:
Share Current Lifetime Current Price to Prior
Stock Cost Price Gain Value Value Value
SYNC $2.56 $1.95 (24%) $5.81 34% $5.32
PRSS $4.01 $1.66 (59%) $5.37 31% $6.49
ATEC $7.06 $3.20 (55%) $5.93 54% $7.42
AVID $8.35 $5.40 (35%) $16.95 32% $16.50