Cheap Stock Weekly Update July 20th 2014

Last week was an up week for us after three weeks of going nowhere. We were up .6% last week and are now up 5.8% for the year. The DOW was up .9% and NASDAQ was up .3%. For the year, the DOW is up 3.2% and NASDAQ is up 6.0%

No significant news last week.

Some of our stocks are just stupid cheap—compared to their net cash on hand divided by their stock price.

Check this list:

UNTD 49%
CCUR 30%
SIGM 55%
MRVC 16%
SYNC 47%

PRSS, MRVC, DAEG, EXTR, SYNC and UNTD can still be bought.

Last week we went 8 stocks up, 5 down and 1 even. Since inception we are now 66 stocks up and 19 down for a 77.6% winning percentage (80% is our target win %). Of our closed-out positions 59 have been winners and 13 have been losers for an 82% win percentage and a 34% average net gain per position.

The model portfolio assumes $10,000 invested in each stock (unless we double-up–then it is $20,000), less $10 commission each way (TD Ameritrade rate).  Continue reading

Cheap Stock Weekly Update June 2nd 2014

We went in the opposite direction from the markets last week as micro caps were ignored and continued to drift down. We were down 1% last week driven by a 12% loss in BLIN.  We are now up 2% for the year. The DOW was up 1.1% and NASDAQ was up 1.4%. For the year, the DOW is up .9% and NASDAQ is up 1.6%

No earnings last week.

Some of our stocks are just stupid cheap—compared to their net cash on hand per share divided by their stock price.

Check this list:

UNTD 44%
CCUR 28%
SIGM 76%
MRVC 18%
SYNC 51%

 

PRSS, MRVC, DAEG, EXTR and UNTD can still be bought.

Last week we went 3 stocks up, 9 down and 2 even. Since inception we are now 67 stocks up and 18 down for a 78.8% winning percentage (80% is our target win %).  Of our closed-out positions 59 have been winners and 13 have been losers for an 82% win percentage and a 34% average net gain per position.

Since our beginning, we have closed out the following positions: Continue reading

Cheap Stock Weekly Update May 26th 2014

We were down .5% last week driven by a 7.5% loss in ARIS in which we are over-weighted. We are now up 3% for the year. The DOW was up .3% and NASDAQ was up 1.0%. For the year, the DOW is down .2% and NASDAQ is down 1.1%

No earnings last week.

Some of our stocks are just stupid cheap—compared to their net cash on hand per share divided by their stock price.

Check this list:

UNTD 45%
CCUR 28%
SIGM 76%
MRVC 17%
SYNC 51%

 PRSS, MRVC, DAEG, EXTR and UNTD can still be bought.

Last week we went 6 stocks up and 8 down. Since inception we are now 68 stocks up and 17 down for a 80.0% winning percentage (80% is our target win %). Of our closed-out positions, 59 have been winners and 13 have been losers for an 82% win percentage and a 34% average net gain per position.

Since our beginning, we have closed out the following positions:  Continue reading

Cheap Stock Weekly Update May 5th 2014

Overall last week we were up 1.8% and are now up 4.9% for 2014. The DOW was up .9% and NASDAQ was up 1.2%. For the year, the DOW is down .4% and NASDAQ is down 1.3%

UNTD, TSYS and CCUR earnings last week.

Some of our stocks are just stupid cheap—compared to their net cash on hand per share divided by their stock price.

Check this list:

UNTD 43%
CCUR 28%
SIGM 71%
MRVC 26%
SYNC 55%

 

BLIN, DAEG and UNTD can still be bought.

Last week we went 4 stocks up, 5 down and 3 unchanged. Since inception we are now 67stocks up and 17 down for a 79.8% winning percentage (80% is our target win %). Of our closed-out positions 59 have been winners and 13 have been losers for an 82% win percentage and a 34% average net gain per position.

Since our beginning, we have closed out the following positions:  Continue reading

CSI Update: Concurrent Computer Earnings April 29th 2014

CCUR announced Q3 2014 earnings after the close today. Revenues were $18.3 million, up 8% from last year and EPS was $.12 up 9% from last year. Net cash was $2.47 per share. Overall a nice quarter. Our valuation fell slightly to $15.01 from $15.10 last quarter. CCUR is trading at 56% of our valuation and cash is 30% of the market cap. If we were not up 98% on this, we would think about buying it here based on the valuation.

Cheap Stock Weekly Update April 26th 2014

CBEY had a takeover offer last week. We sold it for a 37% gain in a little over 2 years. On the other hand we are selling GRVY for and booking a 36% loss after holding this for a bit over 4 years.

Overall last week we were up 1.8% and are now up 3.1% for 2014. The DOW was down .43% and NASDAQ was down .45%. For the year, the DOW is down 1.3% and NASDAQ is down 2.4%

No earnings last week.

Some of our stocks are just stupid cheap—compared to their net cash on hand per share divided by their stock price.

Check this list:

UNTD 37%
CCUR 31%
SIGM 64%
MRVC 26%
SYNC 55%

 

BLIN, DAEG and UNTD can still be bought.

Last week we went 4 stocks up, 8 down and 2 unchanged. Since inception we are now 66 stocks up and 18 down for a 79.8% winning percentage (80% is our target win %). Of our closed-out positions 59 have been winners and 12 have been losers for an 83% win percentage and a 34% average net gain per position.

Since our beginning, we have closed out the following positions: Continue reading

Cheap Stock Weekly Update April 18th 2014

Finally, an up week for us and the markets. We were up 1.5% and are now up 1.3% for 2014. The DOW was up 2.4% and NASDAQ was down 2.4%. For the year, the DOW is down 1.0% and NASDAQ is down 1.9%

No earnings last week and a slow news week.

Some of our stocks are just stupid cheap—compared to their net cash on hand per share divided by their stock price.

Check this list:

GRVY 172%
CCUR 31%
SIGM 62%
MRVC 24%
SYNC 52%

 

BLIN, DAEG, GRVY and CBEY can still be bought.

Last week we went 9 stocks up, 4 down and 1 unchanged. Since inception we are now 66 stocks up and 18 down for a 78.6% winning percentage (80% is our target win %).

Since our beginning, we have closed out the following positions: Continue reading