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 July 7th 2014

We were dead even again last week and are now up 6.7% for the year. The DOW was up 1.3% and NASDAQ was up 2%. For the year, the DOW is up 3% and NASDAQ is up 7.4%

No big news 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 46%
CCUR 30%
SIGM 50%
MRVC 16%
SYNC 45%

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

Last week we went 9 stocks up and 5 down. Since inception we are now 68 stocks up and 17 down for an 80% 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

Sigma Designs Earnings Update 6/12/14

SIGM announced Q1 2014 earnings (quarter ended Mary 3, 2014) on June 11th. Revenues were $36.9 million down from $38.5 million last year. GAAP net loss was $.29 a share, compared to a loss of $.13 per share last year. Non-GAAP loss was $.14 per share compared to a $.01 profit last year. Our valuation fell to $8.24 down from $9.16 last quarter. Net cash per share was $2.38.

Only forecast in the press release was that this should be the lowest revenue quarter for the foreseeable future. The market seems to like the results as the stock is up about 25% over the last few days.

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 13th 2014

Despite double digit gains in TSYS and DXM, we still we down 2.1% last week, cutting our YTD gain to 2.8%. Small caps got hit last week.. The DOW was up .4% and NASDAQ was down 1.3%. For the year, the DOW is even and NASDAQ is down 2.8%

DEX, MRVC and XRSC 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 73%
MRVC 18%
SYNC 59%

BLIN, DAEG, EXTR and UNTD can still be bought.

Last week we went 2 stocks up and 11 down. Since inception we are now 67stocks 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 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