ONYX Software, PDLI, INFT, MIVA, DWCH
Another bad week in the markets in general (and for us). 6 down, 2 up and 1 even, last week for us. Since the start of the year we are 9 up and 3 down. Biggest gainer is AVSO.ob, up 68% and biggest loser is LINN.ob, down 11%.
ONXS accepted a takover last week at $4.80 a share. Interestingly, our last valuation causing us to sell ONXS was $5.17 down from over $7 initially. So we were able to get it within about 7% of the final takeover value.
With the carnage out there you would think that there would be some good buys out there. I am still not seeing much that I do not already own. There is one sofware company and one personal care company (already own) that I am looking hard at that may turn into buys next week.
PDLI-(Buy price $19.31, Valuation > $30)--Closed at $18.96, down $1.24 from last week. Missed the bottom on this. Now down 2%. Definitely a BUY here under $19.
MIVA-(Buy price $3.80, Valuation $9.10). MIVA fell to $3.85, down $.18 from last week. Up a skinny 1% on this one. BUY.
Datawatch-(Buy price $3.66, Valuation $9.31). Closed at $3.41, down $.10 from last week, but still a loser--down 7%. The discount to the valuation is just too big. Still a BUY.
Inforte-(Buy price $4.11, Valuation $7.32). Fell $.20 to $4.77 last week. No news, just a crappy market. Still up 16%. Hold for $6.00.
OB-abies
Linn.ob-(Buy price $.36, Valuation $.79). Closed at $.32, up $.01 from last week but still down 11%. No news. Just have to wait on earnings growth on this one. Still a BUY.
OPTO.ob-(Buy price $1.25, Valuation $3.09). Closed at $1.35, down $.15 from last week, now up only 8%. After having been immune from the market swoon over the past weeks, OPTO finally participated in the June swoon, but at this price-- BUY.
AVSO.ob-(Buy price $1.19, Valuation $3.81). Stock fell $.01 from last week to $2.00. Now only up 68%. BUY
CTIG.ob-(Buy price $.27 ask, Valuation $.82). Ask price is still $.39, same as last week. Closed at $.33. Cash is $.28 per share. Up 44% (based on asked price). Still a BUY.
IYXI.ob-(Buy price $1.91, Valuation--over $3.00). Still risky, but seemed strong last week, maybe some good news coming? Closed up $.12 from last week at $2.62, up 42%. HOLD
ONXS accepted a takover last week at $4.80 a share. Interestingly, our last valuation causing us to sell ONXS was $5.17 down from over $7 initially. So we were able to get it within about 7% of the final takeover value.
With the carnage out there you would think that there would be some good buys out there. I am still not seeing much that I do not already own. There is one sofware company and one personal care company (already own) that I am looking hard at that may turn into buys next week.
PDLI-(Buy price $19.31, Valuation > $30)--Closed at $18.96, down $1.24 from last week. Missed the bottom on this. Now down 2%. Definitely a BUY here under $19.
MIVA-(Buy price $3.80, Valuation $9.10). MIVA fell to $3.85, down $.18 from last week. Up a skinny 1% on this one. BUY.
Datawatch-(Buy price $3.66, Valuation $9.31). Closed at $3.41, down $.10 from last week, but still a loser--down 7%. The discount to the valuation is just too big. Still a BUY.
Inforte-(Buy price $4.11, Valuation $7.32). Fell $.20 to $4.77 last week. No news, just a crappy market. Still up 16%. Hold for $6.00.
OB-abies
Linn.ob-(Buy price $.36, Valuation $.79). Closed at $.32, up $.01 from last week but still down 11%. No news. Just have to wait on earnings growth on this one. Still a BUY.
OPTO.ob-(Buy price $1.25, Valuation $3.09). Closed at $1.35, down $.15 from last week, now up only 8%. After having been immune from the market swoon over the past weeks, OPTO finally participated in the June swoon, but at this price-- BUY.
AVSO.ob-(Buy price $1.19, Valuation $3.81). Stock fell $.01 from last week to $2.00. Now only up 68%. BUY
CTIG.ob-(Buy price $.27 ask, Valuation $.82). Ask price is still $.39, same as last week. Closed at $.33. Cash is $.28 per share. Up 44% (based on asked price). Still a BUY.
IYXI.ob-(Buy price $1.91, Valuation--over $3.00). Still risky, but seemed strong last week, maybe some good news coming? Closed up $.12 from last week at $2.62, up 42%. HOLD
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