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Valuable Insights
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Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology. Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives. Primarily invest in special situations... More
  • Top Idea Performance Update 8 comments
    Apr 6, 2014 9:28 PM | about stocks: CRDS, DRAD, HART, HBIO, IMOS, LOJN, LRAD, OTIV, PDEX, RBCN, RDCM

    Below is a chart showing the performance of all of our Seeking Alpha Top Ideas.

    (click to enlarge)For current thoughts on several of our Top Ideas, please see our recent interview with Chris DeMuth Jr.

    We currently hold long positions in: CRDS, DRAD, IMOS, LOJN, OTIV, PDEX, and RDCM. We will not sell any of these holdings for at least 72 hours following the publication of this Instablog.

    We conduct thorough research on our ideas, but our views are our own. Please do your own research.

    Disclosure: I am long CRDS, DRAD, IMOS, LOJN, OTIV, PDEX, RDCM.

    Additional disclosure: We conduct thorough research on our ideas, but our views are our own. Please do your own research.

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Comments (8)
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  • retpdguy
    , contributor
    Comments (165) | Send Message
     
    Welcome back. Most of us thought you were out of OTIV because it was omitted in Chris's blog. It was your number 1 stock for 2014. Care to comment.
    6 Apr, 09:41 PM Reply Like
  • BBBerry
    , contributor
    Comments (22) | Send Message
     
    Why has OTIV seen such a drastic pull back in your opinion?
    6 Apr, 10:01 PM Reply Like
  • kingry
    , contributor
    Comments (43) | Send Message
     
    Welcome back. Good to see you post again!
    6 Apr, 10:12 PM Reply Like
  • tromur
    , contributor
    Comments (113) | Send Message
     
    Don't see MU or NTE on the list and a few others. I closed out MU at $24 2 months ago or so, but bought back in at 22 and 24 before earnings. Closed out my small NTE position recently for a small loss, but see it went up passed my buy-in after hours on Friday. Have you closed out those positions or just not Top Ideas anymore? Thanks for all your work and sharing of ideas.
    7 Apr, 02:39 AM Reply Like
  • tromur
    , contributor
    Comments (113) | Send Message
     
    Never mind about NTE. You covered NTE idea in Chris's article. Sorry about that.
    7 Apr, 03:38 AM Reply Like
  • TimeOnTarget
    , contributor
    Comments (2592) | Send Message
     
    Really glad to see you posting again. Thanks for the update.
    7 Apr, 11:57 AM Reply Like
  • vicbulge
    , contributor
    Comments (50) | Send Message
     
    Trying to hold ship together in this red sea storm last 6 days, your skills as a returning navigator are a very welcome sight.
    7 Apr, 12:45 PM Reply Like
  • Ruerd Heeg
    , contributor
    Comments (511) | Send Message
     
    Thanks again for your excellent research. Inspired by it I have set up a Crossroads forum page on SA: http://seekingalpha.co...

     

    On this page I comment on Crossroads patents, one by one.
    21 Jul, 09:55 AM Reply Like
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