CSI Update March 2019-Free Blog

AVID had good Q4 2018 earnings and earned a #1 Zacks rating. The stock has jumped 57% so far in 2019, but we are still down 11%. Our valuation rose a bit to $16.11.

ATEC announced decent earnings and is up 16% this year. It still has a long way to go to get profitable, but we think it will still get there.

SYNC, one of our most frustrating stocks ever, has done nothing. Activist investors, a new CFO with M&A experience and still trading at only 29% of our valuation.

Sorry for the formatting. WordPress keeps changing their format.

March 2019 Legacy Positions:

                  Share     Current  Lifetime  Current   Price to  Prior

 Stock       Cost        Price      Gain        Value         Value    Value

SYNC         $2.56       $1.57        (39%)        $5.48         29%        $5.78

ATEC         $7.06       $2.65        (62%)        $3.34         79%        $2.93

AVID         $8.35       $7.45         (11%)       $16.11       46%        $15.98

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CSI Update March 2019-Private Subscriptions

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 Internet Services Co., (total 85% sold), 44% gain

2019 PDLI, 15% 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