Yesterday I closed out my position in Maxpoint for a 60% gain in 6 months. I have also started 2 new positions  in the last month.

E-mail me at daveosowski@gmail.com if you are interested in subscribing.

I sold about 30% of a position today for a 69% gain in 6 month.

We stopped publishing our free weekly CSI Blog after 10 years of publishing at the end of 2015. We are following our 6 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.

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

2017-Tremor Video, 25% gain

2017-ShorTel, 24% gain on BUY-OUT

2017-MRV Communications, 6% loss on BUY-OUT

2017-Ceragon, 5% gain

2017-Angie’s List, 50% gain on BUY-OUT

2017-Syneron Med. 46% gain on BUY-OUT

2017-RocketFuel, 140% gain in 4 months

2017-Lantronix, 135% gain

2017-Undisclosed spinoff, 1% gain

2017-HLIT, 78%

2017-Ceragon, 48% gain

2016-Imation, 31% gain

2016-Mitel, 15% gain

2016-SGI, 70% gain on BUY-OUT.

2016-AVID, 55% gain (this was a trading position-in addition to our long-term BLOG holding)

2016-UVE, 36% gain.

2016-ATEC, 71% gain. (This was a trading position-in addition to our long-term BLOG holding)

2016-United Online, 6% loss BUY-OUT

If you are interested in becoming one of our private paid subscribers, please e-mail me at daveosowski@gmail.com.

We averaged a 45.5% gain on our 18 sold stocks (16 winners and 2 small loser) in our private portfolio since January 1, 2016.

In July:

BLIN had to do another 1 for 5 reverse stock split. This is the second one in just over 2 years. An AMAZING destruction of value by this management group.

PRSS announced Q2 earnings. Their “turnaround” continues. Our new valuation is $6.49 and they have $1.80 per share in cash. We are still hopeful on this one, but it is taking too long, which is always concerning.

July 2017 Legacy Positions:

                 Share      Current    Lifetime      Current      Price to     Prior

 Stock         Cost          Price        Gain            Value         Value       Value

CCUR         $4.58      $9.02           97%               $13.83       65%          $9.49

BLIN       $19.76       $3.09         (84%)              $7.20         43%          $6.88

SYNC        $2.56        $3.90           52%               $4.49         87%          $5.66

PRSS         $4.01        $1.84         (54%)              $6.49         28%          $5.61

ATEC        $7.06        $1.62         (77%)              $9.42         17%        $16.50

AVID        $8.35        $5.15         (38%)             $17.34         30%       $18.54

I closed out my position in Tremor Video last week and booked a 25% profit.

SHOR got a buy-out offer from Mitel (MITL) this morning at $7.50 a share. I bought SHOR on June 27, 2017 at $6.00. Booked a 24% gain this morning after holding it for only one month. Not as high an offer as I would like, but the timing couldn’t be much better.

e-mail me if you would like to subscribe at daveosowski@gmail.com

We bought FUEL last November at $1.91 and sold it in March at an avg. price of $4.58 for a 140% gain. FUEL got a Buy-out offer today at $2.60. Timing is everything. Whew!

Well I was right and I was wrong. MRVC got a Buy-Out offer last night. I was happy for about 10 seconds when I read the headline. Then I read the press release and saw the price was $10 per share. I cashed out today with a 6% loss. Last time I owned MRVC back in 2015, I booked a 128% gain. 3rd Buy-Out this year, only it was a loser. Moving on.

Sorry for the table formatting. Word Press changed something several months and we  haven’t been able to figure out how to get it right again.

Of our closed out positions on the Blog, since inception, we have had 70 winners, 17 losers for an 80.5% win-rate with an average gain of 38%.

Since we have only 6 remaining stocks in our “portfolio” we will be discontinuing the portfolio performance metrics in 2017. We will continue to update on the remaining stock positions individually in 2017.

In June:

AVID’s CEO bought just over 275,000 shares in June at about $5.00 per share.

June 2017 Legacy Positions:

Well it is almost a year after we sold ARIS and they finally got a deal for $7.10 a share. I held it for 9 years, so I guess I was patient, just missed it by a little. 210% gain anyway, but hate that I missed the full deal.