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steeldco
steeldco
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May 26th, 2016 at 11:09:26 AM permalink
Quote: odiousgambit

without looking it up, have to think gogo inc. will be a good bet if mini-skirts come back in LOL



odiousgambit, it would appear that mini-skirts are coming back.......GOGO up 15% today.......
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steeldco
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May 27th, 2016 at 8:24:05 AM permalink
Quote: steeldco

Just a brief update. It looks like CSII will be the first one to 100% gains. It is at a 84% gain as of today. I fully expect to hit on at least one of these every 5-6 months.



Well, it took a couple of weeks but CSII finally broke thru as a 100% gainer. As of this writing it is up about 105%.
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odiousgambit
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May 27th, 2016 at 9:00:30 AM permalink
Quote: steeldco

odiousgambit, it would appear that mini-skirts are coming back.......GOGO up 15% today.......



I saw that!

I think investors are expecting a deal in the works with an airline. I assume you know, but for anyone not up to date, a company that provides internet service while flying.
the next time Dame Fortune toys with your heart, your soul and your wallet, raise your glass and praise her thus: “Thanks for nothing, you cold-hearted, evil, damnable, nefarious, low-life, malicious monster from Hell!”   She is, after all, stone deaf. ... Arnold Snyder
steeldco
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June 1st, 2016 at 1:15:47 PM permalink
What's this? NVEE up 10%+ today because of an acquisition they're making? That's not the way my picks work.....they don't acquire....they get acquired. Sacre Bleu!!
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
TwoFeathersATL
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June 1st, 2016 at 1:26:24 PM permalink
Quote: steeldco

What's this? NVEE up 10%+ today because of an acquisition they're making? That's not the way my picks work.....they don't acquire....they get acquired. Sacre Bleu!!

you do not need to be right 100% of the time. Above 50% beats the professionals, mostly.
Youuuuuu MIGHT be a 'rascal' if.......(nevermind ;-)...2F
steeldco
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June 1st, 2016 at 1:58:00 PM permalink
Quote: TwoFeathersATL

you do not need to be right 100% of the time. Above 50% beats the professionals, mostly.



Not quite. If my average per pick gains are twice as large as my average per pick losses, what % of the time do I need to be right?
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
TwoFeathersATL
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June 1st, 2016 at 2:03:44 PM permalink
Quote: steeldco

Not quite. If my average per pick gains are twice as large as my average per pick losses, what % of the time do I need to be right?

I perceive this as either a trick question or one with a long answer. I will be back, but now I'm late. Luv your MLB 'dog' thread. The Braves made you some money in the last couple days.
Later, cheers! 2F
Youuuuuu MIGHT be a 'rascal' if.......(nevermind ;-)...2F
steeldco
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June 1st, 2016 at 2:07:15 PM permalink
Quote: TwoFeathersATL

I perceive this as either a trick question or one with a long answer. I will be back, but now I'm late. Luv your MLB 'dog' thread. The Braves made you some money in the last couple days.
Later, cheers! 2F



Yep. The Braves have done OK lately. Sadly still down for the year on them......
The Dodgers made me luv them yesterday..........
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steeldco
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June 6th, 2016 at 11:46:56 AM permalink
Quote: steeldco

Well, it took a couple of weeks but CSII finally broke thru as a 100% gainer. As of this writing it is up about 105%.



Wow. Not only is CSII now a 100% gainer, but FLDM is picking up some steam. Up in excess of 9% today and is +61% since having been picked......also in January with CSII. January is looking to have been an awfully good month...........
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steeldco
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June 15th, 2016 at 6:58:27 AM permalink
Quote: steeldco

EGHT is a current holding in the portfolio. They reported earnings yesterday that were quite good. Made it to a 52 week high today and pulled back. I suspect that the rise will resume in the not too distant future. I see fair value to be at over $14. Assuming it gets there, I will probably consider exiting (barring some other news event).



Well, it certainly took long enough. Exited EGHT today.
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steeldco
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June 15th, 2016 at 6:59:18 AM permalink
Quote: steeldco

Well, it took a couple of weeks but CSII finally broke thru as a 100% gainer. As of this writing it is up about 105%.



Sorry. Meant to say "exiting".....not "exited"
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
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June 15th, 2016 at 7:14:00 AM permalink
Quote: steeldco

Well, it certainly took long enough. Exited EGHT today.



Sold out EGHT. 92% gain ain't too shabby.....

Current Open Positions:

Symbol Price Price Paid SHARES Gain (Loss) % Gain
ALLT 5.25 7.86 1000 ($2,625.00) -33.33%
ARAY 5.14 8.61 900 ($3,138.00) -40.42%
NVIV 6.27 3.72 2000 $4,792.00 64.34%
ONVO 3.05 5.67 1500 ($3,945.00) -46.30%
SNCR 34.67 32.33 300 $694.00 7.15%
SSYS 22.12 36.02 2150 ($2,795.00) -38.72%
SVA 5.98 3.72 2150 $4,851.00 60.59%
YNDX 21.47 25.815 500 ($2,188.50) -16.93%
($4,354.50) -6.53%



Closed Positions:

Symbol Time & Price Price Shares Mkt Value Price Paid Cost $ Gain (Loss) % Gain
OPTR 10/23/2013 $12.78 571 $7,297.38 $14.00 $7,994.00 ($696.62) -8.71%
CCIH 12/6/2013 $8.74 2,025 $17,698.50 $3.95 $7,998.75 $9,699.75 121.27%
SIMG 1/27/2015 $7.26 1,500 $10,890.00 $4.61 $6,915.00 $3,975.00 57.48%
TRIB 2/10/2015 $17.53 500 $8,765.00 $16.97 $8,485.00 $280.00 3.30%
CKSW 4/30/2015 $12.44 1,000 $12,440.00 8.04 $8,040.00 $4,400.00 54.73%
BRDR 5/6/2015 $13.94 1,200 $16,728.00 6.03 $7,236.00 $9,492.00 131.18%
FCEL 4/7/2016 $6.48 666 $4,315.68 13.56 $9,030.96 ($4,715.28) -52.21%
RKUS 4/7/2016 $13.87 700 $9,709.00 10.39 $7,273.00 $2,436.00 33.49%
EGHT 6/15/2016 $14.04 1,000 $14,040.00 7.28 $7,280.00 $6,760.00 92.86%
Total $101,883.56 $70,252.71 $31,630.85 45.02%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
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June 18th, 2016 at 6:31:38 AM permalink
Quote: steeldco

Hear Ye! Hear Ye!

I now declare the recent market swoon as being over (sshhh....don't tell anybody 'cuz then the market will head down). I believe that the numbskulls who believe that the world is going to get crushed under falling oil prices are out and done selling. Fleeced as usual by the street. Fleeced by an illusion, a mirage, and a lot of terrible media reporting. Falling oil is a positive for most industries, although yes some do get hurt. I read an article where the producers in Eagle Basin (at least I think it was Eagle Basin) in Texas have a current breakeven of $22.52. If that's true then low oil prices will be the norm. Allelujah!!



Not a bad call. S&P up 9.27% since this.................
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steeldco
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June 18th, 2016 at 9:05:20 AM permalink
Quote: steeldco

Not a bad call. S&P up 9.27% since this.................



Since I made one good macro call. Let's see if I can make a second.
Britain will vote to remain in the EU next week and the market will move up by about 5%.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
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June 18th, 2016 at 10:27:48 AM permalink
Quote: steeldco

Since I made one good macro call. Let's see if I can make a second.
Britain will vote to remain in the EU next week and the market will move up by about 5%.



Just in time as I will running another stock screen next weekend and will be rotating the new group of into the portfolio, while selling off the oldest 5, which collectively will provide one helluva return.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
ontariodealer
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June 23rd, 2016 at 11:04:43 PM permalink
hope you guys are getting out.....gonna be bad shit in the morning.
get second you pig
Tanko
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June 24th, 2016 at 2:51:35 AM permalink
Quote: ontariodealer

hope you guys are getting out.....gonna be bad shit in the morning.



The market will recover.

In the meantime, look upon it as an opportunity to buy at a discount.
steeldco
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June 24th, 2016 at 5:20:03 AM permalink
Quote: steeldco

Since I made one good macro call. Let's see if I can make a second.
Britain will vote to remain in the EU next week and the market will move up by about 5%.



Now woulda thunk it? Britain votes to exit the EU. Amazing. Tanko is right. The markets will recover, but man......
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steeldco
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June 24th, 2016 at 7:11:25 AM permalink
The media here is really something else. They so hope to blow things up to illogical proportions. They love to yell that the sky is falling in order to get the traders to wet their panties. Media driven drivel........
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
TwoFeathersATL
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June 24th, 2016 at 7:25:32 AM permalink
Quote: steeldco

The media here is really something else. They so hope to blow things up to illogical proportions. They love to yell that the sky is falling in order to get the traders to wet their panties. Media driven drivel........

Damnation! I was pretty much "all in" already. Guess I can move some bucks from bonds....
Youuuuuu MIGHT be a 'rascal' if.......(nevermind ;-)...2F
steeldco
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June 24th, 2016 at 8:50:34 AM permalink
Taking the opportunity today to add an issue that I had been eyeballing. I have added SIGM, who I believe is vastly undervalued.

The portfolio now stands as:
Open Positions:

Symbol Price Price Paid SHARES Gain (Loss) % Gain
ALLT 4.92 7.86 1000 ($2,955.00) -37.52%
ARAY 5.07 8.61 900 ($3,201.00) -41.23%
NVIV 5.78 3.72 2000 $4,112.00 55.21%
ONVO 3.4301 3.72 2000 ($3,374.85) -39.61%
SIGM 6.54 6.54 1000 ($15.00) -0.23%
SNCR 33.08 32.33 300 $217.00 2.24%
SSYS 22.15 36.02 2150 ($2,789.00) -38.63%
SVA 5.97 3.72 2150 $4,872.50 60.86%
YNDX 21.21 25.815 500 ($2,318.50) -17.94%
($5,451.85) -13.09%


Closed Positions:

Symbol Time & Price Price Shares Mkt Value Price Paid Cost $ Gain (Loss) % Gain
OPTR 10/23/2013 $12.78 571 $7,297.38 $14.00 $7,994.00 ($696.62) -8.71%
CCIH 12/6/2013 $8.74 2,025 $17,698.50 $3.95 $7,998.75 $9,699.75 121.27%
SIMG 1/27/2015 $7.26 1,500 $10,890.00 $4.61 $6,915.00 $3,975.00 57.48%
TRIB 2/10/2015 $17.53 500 $8,765.00 $16.97 $8,485.00 $280.00 3.30%
CKSW 4/30/2015 $12.44 1,000 $12,440.00 8.04 $8,040.00 $4,400.00 54.73%
BRDR 5/6/2015 $13.94 1,200 $16,728.00 6.03 $7,236.00 $9,492.00 131.18%
FCEL 4/7/2016 $6.48 666 $4,315.68 13.56 $9,030.96 ($4,715.28) -52.21%
RKUS 4/7/2016 $13.87 700 $9,709.00 10.39 $7,273.00 $2,436.00 33.49%
EGHT 6/15/2016 $14.04 1,000 $14,040.00 7.28 $7,280.00 $6,760.00 92.86%
Total $101,883.56 $70,252.71 $31,630.85 45.02%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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June 25th, 2016 at 9:38:00 AM permalink
The following group of 5 is coming out of the new test portfolio, which contain 5 picks out of each month of stock screen runs that I believe have the best chance of being 100% gainers. I had one 100% gainer out of the group I chose from the January stock screen.


Symbols Name Screen Run Date Cost Ea. % Gain
NMBL Nimble Storage Inc 1/30/2016 $6.57 21.61%
CGNT Cogentix Medical Inc 1/30/2016 $1.03 0.00%
SMCI Super Micro Computer 1/30/2016 $29.78 -15.35%
CSII Cardiovascular Systems 1/30/2016 $8.45 108.28%
FLDM Fluidigm Corporation 1/30/2016 $6.71 40.09%
Average of the 5 Picks 1/30/2016 $52.54 31.05%
S&P 500 since 01/30/16 $1,940.24 5.00%


They beat the crap out of the S&P 500. The S&P was up a mere 5% while my group of 5 had gains of 31.05%. Also, my group of 5 picks that I've closed out have averaged a 15.20% gain while the S&P hit a lousy 1.19% gain.

Closed group of 5 positions:

Screen Run Date Exit Date Picks Cost Picks $ Gain (Loss) Picks % Gain Annualized Rate S&P Cost S&P $ Gain (Loss) S&P % Gain Picks Vs. S&P
11/4/2015 4/22/2016 $4,985.56 $640.01 12.84% 27.18% $2,110.60 -$19.02 -0.90% 13.74%
12/27/2015 5/20/2016 $4,966.27 $84.28 1.70% 4.21% $2,057.77 -$5.45 -0.26% 1.96%
1/30/2016 6/24/2016 $4,977.37 $1,545.54 31.05% 76.56% $1,940.24 $97.06 5.00% 26.05%
Total Closed $14,929.20 $2,269.83 15.20% $6,108.61 $72.59 1.19% 14.02%


A new stock run will be done shortly, followed by my pick of the new group of 5 that will be added to the updated test model portfolio.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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June 25th, 2016 at 10:01:40 AM permalink
06/25/16 Stock screen run (not a lot of new names):


Symbol Name Last Close
ALQA ALLIQUA INC $1.13
FIT FITBIT INC $12.71
IZEA IZEA INC $7.70
SEDG SOLAREDGE TECH $19.05
SYNA SYNAPTICS INC $52.22
LCI LANNETT INC $24.23
AAOI APPLIED OPTOELE $9.82
AMRI ALBANY MOL RSCH $13.51
IPXL IMPAX LABORATRS $29.26
NVEE NV5 HOLDING INC $27.07
NMBL NIMBLE STORAGE $7.99
SMCI SUPER MICRO COM $25.21
INFN INFINERA CORP $10.96
ORBK ORBOTECH LTD $25.47
CRAY CRAY INC $29.47
TEAR TEARLAB CORP $0.66
SNCR SYNCHRONOSS TEC $32.52
P PANDORA MEDIA $11.74
VRTU VIRTUSA CORP $32.29
ELMD ELECTROMED INC $4.15
EVHC ENVISION HLTHCR $25.99
OOMA OOMA INC $8.05
ACOR ACORDA THERAPT $25.24
GOGO GOGO INC $8.37
SIGM SIGMA DESIGNS $6.39
XCRA XCERRA CORP $5.90
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TigerWu
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June 25th, 2016 at 10:25:15 AM permalink
Quote: ontariodealer

hope you guys are getting out.....gonna be bad shit in the morning.



"Getting out" is why people lost so much money in 2008.
teddys
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June 25th, 2016 at 11:20:03 AM permalink
Quote: ontariodealer

hope you guys are getting out buying .....gonna be bad shit in the morning.



FTFY.
"Dice, verily, are armed with goads and driving-hooks, deceiving and tormenting, causing grievous woe." -Rig Veda 10.34.4
steeldco
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June 25th, 2016 at 11:24:45 AM permalink
Pardon my being a dumbass, but what is "FTFY"?
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TwoFeathersATL
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June 25th, 2016 at 11:28:02 AM permalink
"Fixed that for you"
Youuuuuu MIGHT be a 'rascal' if.......(nevermind ;-)...2F
steeldco
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June 25th, 2016 at 11:29:41 AM permalink
Ah.......got it. Thanks!
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steeldco
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June 25th, 2016 at 11:29:42 AM permalink
Ah.......got it. Thanks!
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steeldco
steeldco
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June 25th, 2016 at 11:52:31 AM permalink
I will be adding back one that was sold out since I believe that there is a lot more run in it.
OK. The group of 5 for this month is:

Synmbol Industry Date Picked # of Shares Cost per Share
SYNA ELEC COMP-SEMIC 6/25/2016 19 $52.22
IPXL MED-GENERIC DRG 6/25/2016 34 $29.26
NMBL COMP-STORAGE DEV 6/25/2016 125 $7.99
TEAR MED INSTRUMENTS 6/25/2016 1,515 $0.66
OOMA COMMUNICATIONS COMPONENTS 6/25/2016 124 $8.05
Picks
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steeldco
steeldco
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June 25th, 2016 at 11:54:59 AM permalink
The new portfolio now looks like this:


Symbols Name Screen Run Date # of Shares Cost Current Price As of 06/25/16
LCI Lannett Company 2/27/2016 39 $25.25 $24.23 -4.04%
NVEE N5 Global 2/27/2016 47 $20.91 $27.07 29.46%
ENT Global Eagle Entertainment 2/27/2016 111 $8.97 $6.41 -28.54%
SNCR Synchronoss Technologies 2/27/2016 36 $27.69 $32.52 17.44%
GOGO GOGO Inc. 2/27/2016 94 $10.59 $8.37 -20.96%
FLML FLAMEL TECH 3/25/2016 93 $10.74 $9.45 -12.01%
SEDG SOLAREDGE TECH 3/25/2016 41 $24.24 $19.05 -21.41%
AAOI APPLIED OPTOELE 3/25/2016 63 $15.79 $9.82 -37.81%
ACOR ACORDA THERAPT 3/25/2016 38 $25.79 $25.24 -2.13%
VRTU VIRTUSA CORP 3/25/2016 29 $33.94 $32.29 -4.86%
ACLS AXCELIS TECH 4/23/2016 344 $2.90 $2.66 -8.28%
BLOX INFOBLOX INC 4/23/2016 65 $15.37 $18.06 17.50%
CRAY CRAY INC 4/23/2016 25 $39.18 $29.47 -24.78%
INFN INFINERA CORP 4/23/2016 68 $14.66 $10.96 -25.24%
SIGM SIGMA DESIGNS 4/23/2016 150 $6.63 $6.39 -3.62%
ALQA ALLIQUA INC 5/21/2016 775 $1.29 $1.13 -12.40%
FIT FITBIT INC 5/21/2016 68 $14.60 $12.71 -12.95%
AMRI ALBANY MOL RSCH 5/21/2016 72 $13.72 $13.51 -1.53%
ELMD ELECTROMED INC 5/21/2016 243 $4.10 $4.15 1.22%
XCRA XCERRA CORP 5/21/2016 166 $6.01 $5.90 -1.83%
SYNA ELEC COMP-SEMIC 6/25/2016 19 $52.22 $52.22 0.00%
IPXL MED-GENERIC DRG 6/25/2016 34 $29.26 $29.26 0.00%
NMBL COMP-STORAGE DEV 6/25/2016 125 $7.99 $7.99 0.00%
TEAR MED INSTRUMENTS 6/25/2016 1,515 $0.66 $0.66 0.00%
OOMA COMMUNICATIONS COMPONENTS 6/25/2016 124 $8.05 $8.05 0.00%
Picks -6.28%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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June 30th, 2016 at 1:34:45 PM permalink
Just random musings....................
If England somehow does not reverse its decision to exit the EU then look for a bloodbath in the stock markets in Oct., 2017.
Definitely we will have recessionary times.....and probably a depression.
Burying cash in yard...........
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 19th, 2016 at 1:29:48 PM permalink
A new stock screen will be run this coming Saturday or Sunday. A new group of 5 100% gainer picks will be added. The oldest 5 will be sold off with an awfully nice return, once again.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 23rd, 2016 at 5:32:28 AM permalink
Here are the 5 oldest picks that will be coming out of the test portfolio:


Symbols Name Screen Run Date Cost Ea. Gain
LCI Lannett Company 2/27/2016 $25.25 $211.38
NVEE N5 Global 2/27/2016 $20.91 $506.66
ENT Global Eagle Entertainment 2/27/2016 $8.97 -$101.01
SNCR Synchronoss Technologies 2/27/2016 $27.69 $324.36
GOGO GOGO Inc. 2/27/2016 $10.59 -$212.44
Total of the 5 Picks 2/27/2016 $93.41 $728.95
S&P 500 since 02/27/16 $1,948.05 $226.98
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 23rd, 2016 at 5:40:23 AM permalink
Here is the composite performance of the picks that have been closed out of the test portfolio. Nice returns. Gaining more and more confidence in this method of creating a portfolio. Kicking the ass out of S&P returns. Test picks have had a gain or 15.08% while the S&P has returned a paltry 3.72%. A triple or quadruple up of the S&P....


Screen Run Date Exit Date Picks Cost Picks $ Gain (Loss) Picks % Gain Annualized Rate S&P Cost S&P $ Gain (Loss) S&P % Gain Picks Vs. S&P
11/4/2015 4/22/2016 $4,985.56 $640.01 12.84% 27.18% $2,110.60 -$19.02 -0.90% 13.74%
12/27/2015 5/20/2016 $4,966.27 $84.28 1.70% 4.21% $2,057.77 -$5.45 -0.26% 1.96%
1/30/2016 6/24/2016 $4,977.37 $1,545.54 31.05% 76.56% $1,940.24 $97.06 5.00% 26.05%
2/27/2016 7/22/2016 $4,955.49 $728.95 14.71% 36.27% $1,948.05 $226.98 11.65% 3.06%
Total Closed $19,884.69 $2,998.78 15.08% $8,056.66 $299.57 3.72% 11.36%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 23rd, 2016 at 5:58:42 AM permalink
This month's screen is below. No new names. Probably poses a dilemma as to what 5 to put into the test portfolio....
Fewer picks and no new names makes me wonder whether there might be a market top........


Symbol Name Last Close
ACLS AXCELIS TECH 10.69
AMRI ALBANY MOL RSCH 14.33
CRAY CRAY INC 30.27
ELMD ELECTROMED INC 4.36
FIT FITBIT INC 12.82
INFN INFINERA CORP 12.11
IPXL IMPAX LABORATRS 30.44
LCI LANNETT INC 30.67
NVEE NV5 HOLDING INC 31.69
ORBK ORBOTECH LTD 27.36
P PANDORA MEDIA 12.28
SEDG SOLAREDGE TECH 18.78
SIGM SIGMA DESIGNS 6.77
SYNA SYNAPTICS INC 52.06
VRTU VIRTUSA CORP 27.79
XCRA XCERRA CORP 6.22
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 23rd, 2016 at 6:11:31 AM permalink
I could not find 5 from the current screen run to add to the portfolio. All of the picks, except for 4, are in still in the current test portfolio. The 4 I am adding include 2 from the most current sales and 2 from the November screen run that were previously sold.

The 4 adds are:

Synmbol Industry Date Picked # of Shares Cost per Share
LCI MED-DRUGS 7/23/2016 40 30.67
NVEE CONSULTING 7/23/2016 39 31.69
ORBK ELEC MSRNG INST 7/23/2016 45 27.36
P INTERNET SERVICES 7/23/2016 101 12.28
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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July 23rd, 2016 at 6:29:18 AM permalink
Here is the new portfolio:


Symbols Name Screen Run Date # of Shares Cost
FLML FLAMEL TECH 3/25/2016 93 $10.74
SEDG SOLAREDGE TECH 3/25/2016 41 $24.24
AAOI APPLIED OPTOELE 3/25/2016 63 $15.79
ACOR ACORDA THERAPT 3/25/2016 38 $25.79
VRTU VIRTUSA CORP 3/25/2016 29 $33.94
ACLS AXCELIS TECH 4/23/2016 344 $2.90
BLOX INFOBLOX INC 4/23/2016 65 $15.37
CRAY CRAY INC 4/23/2016 25 $39.18
INFN INFINERA CORP 4/23/2016 68 $14.66
SIGM SIGMA DESIGNS 4/23/2016 150 $6.63
ALQA ALLIQUA INC 5/21/2016 775 $1.29
FIT FITBIT INC 5/21/2016 68 $14.60
AMRI ALBANY MOL RSCH 5/21/2016 72 $13.72
ELMD ELECTROMED INC 5/21/2016 243 $4.10
XCRA XCERRA CORP 5/21/2016 166 $6.01
SYNA ELEC COMP-SEMIC 6/25/2016 19 $52.22
IPXL MED-GENERIC DRG 6/25/2016 34 $29.26
NMBL COMP-STORAGE DEV 6/25/2016 125 $7.99
TEAR MED INSTRUMENTS 6/25/2016 1,515 $0.66
OOMA COMMUNICATIONS COMPONENTS 6/25/2016 124 $8.05
LCI LANNETT INC 7/23/2016 40 $30.67
NVEE NV5 HOLDING INC 7/23/2016 39 $31.69
ORBK ORBOTECH LTD 7/23/2016 45 $27.36
P PANDORA MEDIA 7/23/2016 101 $12.28
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
100xOdds
100xOdds
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July 25th, 2016 at 8:18:42 AM permalink
Quote: steeldco

This month's screen is below. No new names. Probably poses a dilemma as to what 5 to put into the test portfolio....
Fewer picks and no new names makes me wonder whether there might be a market top........


some msg boards say the market top is here, and there will be a major drop in the stock market THIS WEEK! :o

redo your July picks till next week? :)
Craps is paradise (Pair of dice). Lets hear it for the SpeedCount Mathletes :)
steeldco
steeldco
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July 25th, 2016 at 8:30:58 AM permalink
LOL.....thanks but I think I'll feel lost without sticking to the plan. :-)
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
odiousgambit
odiousgambit
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July 25th, 2016 at 1:42:46 PM permalink
Quote: 100xOdds

some msg boards say the market top is here, and there will be a major drop in the stock market THIS WEEK! :o

redo your July picks till next week? :)



the one thing you can say for sure, is anybody who claims to know whether the market is going up or down this week, or any week, is 'full of it'. Unless some major traumatizing event is underway, of course.
the next time Dame Fortune toys with your heart, your soul and your wallet, raise your glass and praise her thus: “Thanks for nothing, you cold-hearted, evil, damnable, nefarious, low-life, malicious monster from Hell!”   She is, after all, stone deaf. ... Arnold Snyder
billryan
billryan
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July 25th, 2016 at 9:14:01 PM permalink
I can tell you with absolute certainty which way the next 100 percent swing will be.
The older I get, the better I recall things that never happened
odiousgambit
odiousgambit
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July 26th, 2016 at 3:00:30 AM permalink
Quote: billryan

I can tell you with absolute certainty which way the next 100 percent swing will be.





Well, OK, I'll bite, do tell, how do you do it?


never mind, I think I get it
the next time Dame Fortune toys with your heart, your soul and your wallet, raise your glass and praise her thus: “Thanks for nothing, you cold-hearted, evil, damnable, nefarious, low-life, malicious monster from Hell!”   She is, after all, stone deaf. ... Arnold Snyder
steeldco
steeldco
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August 5th, 2016 at 11:05:49 AM permalink
Quote: steeldco

I'm halfway home to getting to $42. It is at $36.61 as I write this.



It took a couple of months, but it got close. I got out of SNCR at $41.38. I would have waited a bit longer, but I really didn't like the recent financial report so I got out. Pretty good return.

The closed positions in my WOV portfolio are now:

Symbol Time & Price Price Shares Mkt Value Price Paid Cost $ Gain (Loss) % Gain
OPTR 10/23/2013 $12.78 571 $7,297.38 $14.00 $7,994.00 ($696.62) -8.71%
CCIH 12/6/2013 $8.74 2,025 $17,698.50 $3.95 $7,998.75 $9,699.75 121.27%
SIMG 1/27/2015 $7.26 1,500 $10,890.00 $4.61 $6,915.00 $3,975.00 57.48%
TRIB 2/10/2015 $17.53 500 $8,765.00 $16.97 $8,485.00 $280.00 3.30%
CKSW 4/30/2015 $12.44 1,000 $12,440.00 8.04 $8,040.00 $4,400.00 54.73%
BRDR 5/6/2015 $13.94 1,200 $16,728.00 6.03 $7,236.00 $9,492.00 131.18%
FCEL 4/7/2016 $6.48 666 $4,315.68 13.56 $9,030.96 ($4,715.28) -52.21%
RKUS 4/7/2016 $13.87 700 $9,709.00 10.39 $7,273.00 $2,436.00 33.49%
EGHT 6/15/2016 $14.04 1,000 $14,040.00 7.28 $7,280.00 $6,760.00 92.86%
SNCR 8/5/2016 $41.38 300 $12,414.00 32.33 $9,699.00 $2,715.00 27.99%
Total $114,297.56 $79,951.71 $34,345.85 42.96%


Current Open Positions are:

Symbol Price Price Paid SHARES Gain (Loss) % Gain
ARAY 5.555 8.61 900 ($2,764.50) -35.61%
NVIV 6.3 3.72 2000 $5,152.00 69.17%
ONVO 4.57 5.67 1500 ($1,665.00) -19.54%
SIGM 6.89 3.72 2000 $335.00 5.11%
SSYS 20.4 36.02 200 ($3,139.00) -43.48%
SVA 5.9 3.72 2150 $4,679.00 58.44%
YNDX 21.935 25.815 500 ($1,958.50) -15.15%
Total 0 0 0 ($2,612.00) -3.94%
($1,973.00) 0.67%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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August 5th, 2016 at 11:10:19 AM permalink
Also, I have added 1,000 shares of INFN today at $9.39.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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September 19th, 2016 at 6:53:36 AM permalink
I see where Infoblox (BLOX) is up 70.79% as of this morning. Nearing a 100% Gainer.
I'll be running a new stock screen this coming weekend and will update the current stock screen portfolio.
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
TwoFeathersATL
TwoFeathersATL
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September 19th, 2016 at 7:05:57 AM permalink
I should act on your stock picks rather than just casually watching them.
Still, nice gainer!

Good to see you posting.
I saw some concern expressed over your absence for a bit there.
Good picks to you!
Youuuuuu MIGHT be a 'rascal' if.......(nevermind ;-)...2F
steeldco
steeldco
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September 19th, 2016 at 7:37:25 AM permalink
Quote: TwoFeathersATL

I should act on your stock picks rather than just casually watching them.
Still, nice gainer!

Good to see you posting.
I saw some concern expressed over your absence for a bit there.
Good picks to you!



Thank you TwoFeathersATL!
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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October 8th, 2016 at 8:49:03 AM permalink
A little slow here, but here we go. The 5 coming out of the 100% gainer portfolio are:


Symbols Name Screen Run Date Cost Ea. Gain
FLML Flamel Tech. S.A. (ADR) 3/25/2016 $10.74 $175.77
SEDG Solaredge Technologies... 3/25/2016 $24.24 -$352.19
AAOI Applied Optoelectronics... 3/25/2016 $15.79 $436.59
ACOR Acorda Therapeutics Inc 3/25/2016 $25.79 -$226.86
VRTU Virtusa Corporation 3/25/2016 $33.94 -$321.61
Total of the 5 Picks 3/25/2016 -$288.30
S&P 500 since 03/25/16 $2,035.94 $117.80


Pretty terrible performance out of this group that was selected on 03/25/16.

The picks that have been closed out, in total, are still doing awfully well despite the March group's performance. 678 basis points better than the S&P performance over the same period.

I'll be running a new stock screen today and choosing 5 from the run to add to the portfolio.


Screen Run Date Exit Date Picks Cost Picks $ Gain (Loss) Picks % Gain Annualized Rate S&P Cost S&P $ Gain (Loss) S&P % Gain Picks Vs. S&P
11/4/2015 4/22/2016 $4,985.56 $640.01 12.84% 27.18% $2,110.60 -$19.02 -0.90% 13.74%
12/27/2015 5/20/2016 $4,966.27 $84.28 1.70% 4.21% $2,057.77 -$5.45 -0.26% 1.96%
1/30/2016 6/24/2016 $4,977.37 $1,545.54 31.05% 76.56% $1,940.24 $97.06 5.00% 26.05%
2/27/2016 7/22/2016 $4,955.49 $728.95 14.71% 36.27% $1,948.05 $226.98 11.65% 3.06%
3/25/2016 10/7/2016 $4,951.71 -$288.30 -5.82% -10.69% $2,035.94 $117.80 5.79% -11.61%
Total Closed $24,836.40 $2,710.48 10.91% $10,092.60 $417.37 4.14% 6.78%
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
steeldco
steeldco
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October 8th, 2016 at 10:35:49 AM permalink
The results of today's stock screen run are:


Symbol Name Last Close
ALQA ALLIQUA INC 0.86
HLTH NOBILIS HEALTH 3.49
FIT FITBIT INC 14.04
ADPT ADEPTUS HEALTH 39.65
AAC AAC HOLDINGS 17.16
ACLS AXCELIS TECH 13.76
IPXL IMPAX LABORATRS 23.56
PMTS CPI CARD GROUP 6.14
NVEE NV5 HOLDING INC 30.84
NMBL NIMBLE STORAGE 8.99
LCI LANNETT INC 25.59
ORBK ORBOTECH LTD 29.11
CRAY CRAY INC 22.55
TEAR TEARLAB CORP 0.63
FN FABRINET 45.14
VRTU VIRTUSA CORP 22.85
LXFT LUXOFT HOLDING 53.37
EVHC ENVISION HLTHCR 21.94
OOMA OOMA INC 9.13
GOGO GOGO INC 10.82
SIGM SIGMA DESIGNS 7.86
DO NOT blindly accept what has been spoken. DO NOT blindly accept what has been written. Think. Assess. Lead. DO NOT blindly follow.
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