Update:
IYXI.ob–barrelled over $3, but couldn’t hold. Closed at $2.88, up $.03 from last week. +51% to date. Still holding for $3.50
AVSO.ob–got up to $2.19 during the week, but closed up $.02 at $2.10. +76% to date. Holding for $2.50+
NTCT–down $.16 to $6.58. +19% to date. Hold for $7.75.
DWCH–up $.16 to $3.69. +1%. Looking for $7.00. Buy.
ONXS–closed down $.12 to $3.77. (8%). Still waiting for $6.00+. Hold
INFT–up $.12 to $4.28. +4% to date. Looking for $6.00. Buy.
CTIG.ob–stayed at $.27 ask. Will take a while. Buy. Could be a 3 bagger.
Uncategorized
IYXI.ob
INYX closed up $.20 to $2.85 (up 49% from $1.91 purchase price). Hopefully all their PR is true and we will see a huge increase in sales–and close to or at–cash breakeven and a price close to $3.50.
Update
AVSO.ob–down a bit to $2.08 but still up from $1.19 buy price–+75%. Hold to $2.50 at least.
NTCT–closed $6.74 from $6.58. Up 21% from $5.55 buy price. Hold for $7.75.
DWCH–closed $3.53 down from $3.66 last week and our buy price–down 4%. Still looks like it is worth $7 to me. Buy.
ONXS–closed $3.89, up $.12 from last week, but still down from our buy price of $4.10. Down 5%. Hold for next quarter earnings.
INFT–closed $4.16 up from our buy price of $4.11–+1%. watching moss grow, but expect to wake up some day and the stock will be over $6. Buy/Hold
CTI —(CTIG.ob)
Found a new OB-aby. CTI Holdings. Got cash equal to their market cap, a real business. Valuation of $1.10 discounting their IP patent enforcement business line severely. Make a penny, lose a penny P+L. Trading at $.24 bid-$.27 ask. Thin, hard to buy below the ask, but looks like 3X upside. Buy.
Update
AVSO.ob-Closed last week at $2.20 (+85%). Hold till $2.50
INFT–Closed at $4.11 (EVEN). Doing nothing. Wait for next earning report. Target $6.
NTCT-Closed $6.58 (+19%). Hold for $7.75.
DWCH-Closed $3.66 (EVEN). Hold for $7.00
ONXS-Closed $3.77 (-8%). Announced good earnings, but had lousy guidance. Looking for $6+ on this one, but will have to watch closely. If they don’t beat their guidance, or don’t have positive guidance at next earnings, this will be a sell.
New Cheap stocks
Datawatch (NASDAQ-DWCH). Valuation pegged at $7.50, trading $3.66 as of Friday. $.93 per share in cash. Looks like a great buy at this level.
Onyx Software (NASDAQ-ONXS). Valuation pegged at $7.12, trading at $4.15 on Friday. $1.17 in cash. Buy.
Avatech (BB-AVSO.ob). Has moved up from $1.19 to $1.95 (+64%). Valuation $3.14 so it still has room to go. $2.50 target to start lightening up. Hold.
Netscout-(NASDAQ–NTCT). Price staying strong at $6.44 (bought at $5.53). Valuation $8.57. Target-$7.75. Hold.
Inforte
Inforte announced earnings this morning. They were good. Company has about $2.87 a share in cash, no debt, made $.03 a share in the December quarter (fully taxed). Forward guidance conservative as usual. Should be over $6 a share. Trading a tad over $4.00—too CHEAP.
Netscout
Netscount posted their earnings today–I am happy with them. They did what they said they were going to do in their last press release. Maybe will break $7 this week?
DWCH, DTLK and ONXS all fell a bit today–good buying opportunity for all–I see 50% gains in these over the next 6 months.
My OB-abies—Opto.ob, IYXI.ob and AVSO.ob are all doing good–a bit soft today but should start rising again.