Even with the huge blowoff on Thursday, declining stocks only outpaced advancing stocks by 5 to 1 on both the NYSE and NASDAQ. We are till very far from the 10-1 ratio for a couple of days signaling a market bottom.

PERI was, and still is, my biggest single stock position. So the take-over, that put me back into the black and I was up 5% for the year. But that evaporated Thursday and Friday. I was up 3.6% last week and am now down 1.7% for the year.

ANGI had decent earnings and jumped. I am still underwater on it.

TBLA had good earnings and it still went down. They missed revenues by 1% and met EPS of $.15. They re guiding to $.55 or more, EPS this year. So we are at 4X 2026 EPS. CHEAP. I bought more today.

SCOR had mediocre earnings. It is still in its turnaround.

I bought some PSEC a little while ago. It dropped from over $2 to $1.40 on fear they would cut their dividend. Not only did they not cut the massive dividend they initiated a $200 million share buyback program. I bought more.

PLTK had good earnings and rebounded a bit from its recent lows. Assuming no more upwards adjustments to their Disney earnouts, they now have enough cash to pay off all of the earnout liability plus some. This is a cash machine.

CNDT had mediocre earnings. They are also still in their turnaround.

FOCL had decent revenue growth, but is still burning too much cash but look like they have 18-24 months runway to get to breakeven. Great technology, but like watching moss grow. The stock went down.