Private Portfolio Update

Last week I some some more of my Adtech stock for an 81% gain. I also sold 33% of a Tech storage company for a 34% gain.

CSI Update, July 2019-Free Blog

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 July:

AVID has continued to move up and is now up 116% this year and 23% lifetime.

ATEC is up 105% this year, but still is down 33% lifetime. ATEC raised about $57 million is a share offering last week. It got snapped up pretty quickly at only a 10% discount to the market price when it was announced.

SYNC, is down 1% this year and 43% lifetime. They announced that they are losing the AT+T contract, but the effects will not be felt until 2020 as they wind down and transfer the business. MGMT needs to sell this puppy.

July 2019 Legacy Positions:


Share cost-$2.56

Current Price-$1.46

Lifetime Gain(Loss)-(43%)

YTD Gain(Loss)-(1%)

Current Valuation-$4.23

Price to Value ratio-35%

Prior Valuation-$5.48


Share cost-$7.06

Current Price-$4.70

Lifetime Gain(Loss)-(33%)

YTD Gain(Loss)-105%

Current Valuation-$4.82

Price to Value ratio-97%

Prior Valuation-$4.83 


Share cost-$8.35

Current Price-$10.25

Lifetime Gain(Loss)-23%

YTD Gain(Loss)-115%

Current Valuation-$16.39

Price to Value ratio-63%

Prior Valuation-$16.11 


CSI Update June 2019, Private Subscribers


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 33 stocks I have sold (31 winners and 2 small losers) in my private portfolio since January 1, 2016. Nine of the 33 stocks have had buy-out offers, including six in 2017 and two in 2018. But none in 2019—yet.

If you are interested in becoming one of our private paid subscribers, please e-mail me at

Here is the list of private subscription stocks I have bought and sold since December 2015.

2019 DHI Corp, 46% gain

2019 Medical device company, (sold 27%), 49% gain

2019 Lantronix, 41% gain

2019 PDLI, 15% 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 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