ACH-3.2X projected 2026 EPS

PERI-1X projected EPS (net of cash)

NEXN-4.5X projected EPS (net of cash)

ANGI-4.2X 2025 adjusted EPS

CARS-4X projected 2026 EPS

I went into the red last week on no news for any of my stocks.

Cars.com looks very cheap to me. I bought some. My valuation is around $20 a share. Very profitable but slow/no growth in revenue so no one likes it. I will take profits over revenue growth almost every time.

121% gain on the trade, 108% gain so far. Thinking I will hold the rest for a while.

Some days it looks like the long awaited market PE revaluation is finally happening, but then the next day it doesn’t. I still have not seen any days where the market breath is 9,10,11 to 1, losers over gainers. It has been years now that we have not seen a capitulation.

I am still sitting with some of my old dogs, IRIX, ARAY, CTRM. I never sold them (I am stubborn and hate to take losses). ZIM (shipping company) got a healthy take-over offer this year, but it seems nothing can move CTRM due to it’s greedy and inept CEO. Small medical and even big medical device company are still being shunned. I still have some hope for IRIX as they seem to have stopped the cash burn and may even make a profit. I am holding ARAY because it is worth almost nothing at this point.

PERI and NEXN are doing just fine financially. Both are still very CHEAP IMO.

ACH is a 1-2 year hold, unless something bad happens.

EDAP had a great revenue Q4 (if they ever report the final results) but the cash burn is still a concern.

I am still holding 50% of my VNDA. Advertising spend is a concern but they still have a ton of cash.

ANGI looks very CHEAP to me.

I am still up for the year, but only by about 2%, mostly due to my trades in DHX and VNDA.

EPS was $.98 for the year and they have $2 a share in cash. Expect 10% growth for 2026 and are buying back stock. They spew cash. Trading at $6.60. $12-14 stock IMO. Take over rumors about a month ago, but nothing more so far.