CSI Update, November 2019-Private Subscribers

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 43% gain on the 37 stocks I have sold (35 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 35 stocks have had buy-out offers, including six in 2017 and two in 2018. But none in 2019—yet. My total portfolio is up more than 70% so far in 2019.

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 EXFO, 1% gain

2019 PERI, 77% gain

2019 Quamtum Corp, sold 48% gain

2019 EXTR, 15% gain

2019 Medical Device company, sold 50% for a 53% gain

2019 DHI Corp, 46% gain

2019 Medical device company, (sold 80%), 69% gain

2019 Lantronix, 41% 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 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

CSI Update, November 2019-Free Blog

CSI FREE BLOG

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.

November 2019 Legacy Positions:

SYNC

Share cost-$2.56

Current Price-$1.77

Lifetime Gain (Loss) (31%)

YTD Gain 20%

Current Valuation-$5.05

Price to Value ratio-49%

Prior Valuation-$4.12

 ATEC

Share cost-$7.06

Current Price-$7.05

Lifetime Gain (Loss)-even

YTD Gain 208%

Current Valuation-$5.29

Price to Value ratio-133%

Prior Valuation-$4.82

 AVID

Share cost-$8.35

Current Price-$7.87

Lifetime (Loss) (6%)

YTD Gain (Loss) 6%

Current Valuation-$13.52

Price to Value ratio-58%

Prior Valuation-$14.33