I ended the week up 10% YTD.

Almost all my stocks were up. PLTK was up 15% from where I bought it.

The Iran situation is driving the market right now. So who knows what next week will bring.

I got back into PLTK today. I sold it after it eliminated it’s dividend for a small loss earlier this year. They recently announced they have set up a committee to look at “strategic alternatives”. My valuation is over $9 a share. While the company is based in Israel, the 80% shareholders are Chinese entities. I don’t expect $9, but I would take $6 for a 100% upside.

I ended up for the year so far, but that can disappear in a minute.

ACH continues upward.

IRIX looks interesting at $1. They were non-GAAP profitable in Q4. This may be the first time ever. They also signed a deal with a 1,800 customer purchasing group. Way undervalued IMO, but it has been for the last several years. Worth a shot I think.

CARS has been doing well also. Expecting $2 EPS this year and trading at just under $10.

I was up last week, but still down 1.2% for the year.

ACH finally started to recover from its lows. Still trading at less than 4X projected 2026 EPS.