I sold my last 40% of PDLI for a 21% gain, making it a total gain of 15% on PDLI in about 9 months.

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.

In January:

No big news in January for SYNC or AVID. Someone did dump 3 million shares of ATEC on January 31^st. driving the price down as low as $1.20.  ATEC did preannounce Q4 revenues of over $25 million which is up from $23 million last quarter.

January 2019 Legacy Positions:

                  Share      Current      Lifetime      Current      Price to     Prior

 Stock         Cost          Price          Gain            Value         Value       Value

SYNC           $2.56        $1.85          (28%)             $5.78         32%         $5.75

ATEC           $7.06        $1.30          (82%)             $2.93         44%         $3.37

AVID            $8.35        $4.76          (43%)           $15.98        30%       $14.64

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 Pharma Co. (60% sold) 11% 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

We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 4 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 40.4% 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.

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

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.

In December:

No big news in December. All the big market averages ended up down in 2018. The DOW was down 5.6% and NASDAQ was down 3.9%. Our three remaining stocks were all down too.

December 2018 Legacy Positions:

                  Share      Current      Lifetime      Current      Price to     Prior

 Stock         Cost          Price          Gain            Value         Value       Value

SYNC            $2.56        $1.48          (42%)             $5.78         26%         $5.75

ATEC           $7.06         $2.29          (68%)             $2.93          89%        $3.37

AVID            $8.35        $4.75          (43%)            $15.98         36%      $14.64

We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 4 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 42.2% gain on the 30 stocks I have sold (28 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.

2018 Otelco 116% gain.

2018 Global Ship Lease 4% gain, Buy-Out

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

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.

In October:

No big news in October. Market stunk up the place too.

September 2018 Legacy Positions:

                  Share      Current      Lifetime      Current      Price to     Prior

 Stock        Cost          Price          Gain            Value         Value       Value

 SYNC          $2.56        $1.80           (22%)             $5.75         31%         $5.25

ATEC           $7.06        $3.00           (58%)             $3.37         89%         $3.11

AVID           $8.35         $5.30          (37%)           $14.64         36%       $14.98

I closed out my position in OTEL last week for a 116% gain in about 15 months.

I closed my position in GSL (Global Ship Lease) yesterday with a 4% gain in about 10 months. They announced a merger with two private companies that supposedly values GSL at $1.78 a share. People only believed that for an couple of hours, as the prices jumped from $.87 to over $1.50 in premarket, then slid all the way back to about $.95 at the close. Looks like only the investment banker will make any money on this deal.  4% is better than a CD rate, and in this market, any closed out gain is pretty good I guess.

For fun I have been looking at some of the big cap, high flying, stocks. I don’t need to do my valuation formula to know they are way overvalued.

My valuation came in at $30 and that was being generous. This is what I think it is worth today–fully valued. I am not saying it is not a really good company, but the projected growth rates that analysts are using to get to the current price better be right, or this will end up a real stinker