I sold my last 40% of PDLI for a 21% gain, making it a total gain of 15% on PDLI in about 9 months.

Of our closed out positions on the Blog, since inception, we have had 71 winners, 19 losers for a 79% win-rate with an average gain of 35.7%.

We will continue to update on the remaining stock positions individually until they are all sold.

In January:

No big news in January for SYNC or AVID. Someone did dump 3 million shares of ATEC on January 31^st. driving the price down as low as $1.20.  ATEC did preannounce Q4 revenues of over $25 million which is up from $23 million last quarter.

January 2019 Legacy Positions:

                  Share      Current      Lifetime      Current      Price to     Prior

 Stock         Cost          Price          Gain            Value         Value       Value

SYNC           $2.56        $1.85          (28%)             $5.78         32%         $5.75

ATEC           $7.06        $1.30          (82%)             $2.93         44%         $3.37

AVID            $8.35        $4.76          (43%)           $15.98        30%       $14.64

We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 3 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 40% gain on the 31 stocks I have sold (29 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 28 stocks have had buy-out offers, including six in 2017 and two 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.

2019 Pharma Co. (60% sold) 11% gain

2018 The Rubicon Project 1% gain

2018 Otelco 116% gain.

2018 Global Ship Lease 4% gain

2018 Telecom Services (57% sold) 3% gain

2018 Internet Services Co. (10% sold) 49% gain

2018 Lantronix, 52% gain

2018 Ceragon Networks, 82% gain

2018 Networking Co. (1/3 sold) 17% gain

2018 Pitney Bowes 31% gain

2018 Calix-1% gain

2018 Xerox 34% gain, Buy-Out

2018 RMG Networks-1% gain

2017 Telecommunications Co., 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