CSI Update 11/8/2024

CSI was up 2.1% last week and up 8.0% for the year

NYSE was up 4.1% last week and up 18.3% for the year

NASDAQ was up 7.0% last week and up +28.5% for the year

Russell 2000 was up 9.4% last week and is up 18.4% for the year

Magnificent 7 was up 7.5% last week and up +38% for the year

EDAP valuation new=$6.20 down from $7.42

VNDA valuation new=$14.27 down from $15.44. Has $6.46 in net cash.

CTRM valuation new=$18.01 down from $22.49

ARAY valuation new=$4.91 down from $5.59

The market has gone nuts again. Stocks selling at 100 times earnings and more. Value stocks are in the dumpster.

CSI Update 11/1/2024

CSI was up .1% last week and up 6.0% for the year

NYSE was down 1.2% last week and up 14.2% for the year

NASDAQ was down 1.9% last week and up +21.5% for the year

Russell 2000 was up .1% last week and is up 9.0% for the year

Magnificent 7 was down 2.6% last week and up +30.5% for the year

Portfolio Holdings

These are all the stocks I own as of 10/11/2024

SNCR-largest holding by far-up, 38% of all holdings. Valuation-$19.68

EDAP-down-Valuation-$7.42

SCOR-down-Valuation-$41.68

PRTS-down-$10.43

IRIX-down-Valuation-$4.25

ARAY-down-Valuation-$5.59

NEP-up-dividend stock

GSL-PB-up-dividend stock

AI-Up

BAX-down-speculation-dividend stock

CTRM-down-Valuation-$22.49

CRNT-up-Valuation-$4.60

NEXN-up-Valuation-$14.06

DHX-down-Valuation-$6.73

VNDA-down-$15.14

NMTC-down-speculation

SBLK-down-dividend stock

CSI Update 10/4/2024

CSI was down 4.4% last week and up 20.2% for the year

NYSE was up .2% last week and up 15.9% for the year

NASDAQ was up .1% last week and up +20.8% for the year

Russell 2000 was down .6% last week and is up 9.1% for the year

Magnificent 7 was up .4% last week and up +28.6% for the year

I bought another 10,000 shares of IRIX at $1.65. They fired their CEO and will try again to sell the company. I also sold 5,000 CTRM at $4.11 to take a tax loss to offset my NEXN gains.

CSI Update 9/27/2023

CSI was up 3.2% last week and up 24.5% for the year

NYSE was up .8% last week and up 15.7% for the year

NASDAQ was up 1.1% last week and up +20.7% for the year

Russell 2000 was down .2% last week and is up 9.7% for the year

Magnificent 7 was up 1.0% last week and up +28.2% for the year

I sold 2,500 shares of NEXN at $8.27-an 81% gain

CSI Update 9/20/2024

CSI was down 4.0% last week and up 21.3% for the year

NYSE was up 1.5% last week and up 15.0% for the year

NASDAQ was up 1.8% last week and up +19.6% for the year

Russell 2000 was up 2.2% last week and is up 9.9% for the year

Magnificent 7 was up 2.3% last week and up +27.2% for the year

I sold 7,500 shares of NEXN at $7.78-a bit too early it looks like.