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Mark Gomes
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This profile, along with Mr. Gomes' investment methodology and article on "Tripling Your Money" (http://tinyurl.com/nx336wn) are required reading to understand how Mr. Gomes' researches and trades his picks. His updates are communicated via his Seeking Alpha Instablog/Articles/Comments and... More
My company:
Pipeline Data, LLC
My blog:
The Pipeline Data Newsletter
My book:
Faster Than Forty
  • Poised To Triple -- Portfolio Performance Update 1 comment
    Aug 18, 2013 5:57 PM | about stocks: ATEA, ATTU, BERK, XTNT, BVSN, CALX, COOL, CSOD, DATA, EGAN, FB, GLUU, HBIO, HIMX, IGOI-OLD, IVAC, LCNB, LGF, LIOX, LTRX, MEET, MEG, MKTO, ERI, PDII, PERF, PLMT, PLPM, PTSI, PXLW, QADA, RGR, VCTL, RNWK, STX, SWHC, TWER, ZHNE

    Here's a comprehensive and updated listing of our various portfolios, dating back to my first appearance on SeekingAlpha (in Jan 2009).

    Let's start with our Core Portfolio:

     

     

    CORE PORTFOLIO

                       

    Company
    (click for article)

    Ticker

    Date

    Initial Price

    Current / Final Price

    Current / Final ROI

     

    Peak Price

    Peak ROI

     

    Current Classification

    Lionbridge

    LIOX

    1/20/2009

    1.23

    3.69

    200%

     

    6.21

    405%

     

    Tripled

    BroadVision (Long)

    BVSN

    2/8/2010

    12.64

    37.92

    200%

     

    44.75

    254%

     

    Tripled

    Broadvision (Short)

    BVSN

    2/8/2010

    44.75

    17.00

    62%

     

    7.81

    83%

     

    Covered

    RealNetworks

    RNWK

    2/17/2010

    16.23

    12.98

    -20%

     

    19.83

    22%

     

    Stopped Out

    IGOI (1:12 split)

    IGOI

    8/6/2010

    18.72

    56.16

    200%

     

    62.28

    233%

     

    Tripled

    Calix

    CALX

    9/19/2010

    12.45

    21.91

    76%

     

    22.97

    84%

     

    Sold

    Zhone Networks

    ZHNE

    10/24/2010

    2.01

    1.61

    -20%

     

    3.24

    61%

     

    Stopped Out

    Astea

    ATEA

    11/12/2010

    2.25

    6.75

    200%

     

    7.64

    240%

     

    Tripled

    Majesco

    COOL

    9/30/2011

    2.00

    1.60

    20%

     

    3.47

    74%

     

    Sold

    Seagate

    STX

    11/11/2011

    17.94

    39.20

    119%

     

    47.83

    167%

     

    Gold Mine

    Lions Gate

    LGF

    3/20/2012

    12.14

    33.68

    177%

     

    35.04

    189%

     

    Gold Mine

    Attunity

    ATTU

    4/27/2012

    3.36

    6.89

    105%

     

    8.29

    147%

     

    Wait Time

    Lantronix

    LTRX

    7/9/2012

    1.82

    1.69

    -7%

     

    2.45

    35%

     

    Sold

    Rainmaker

    RMKR

    9/23/2012

    1.04

    0.83

    -20%

     

    1.37

    32%

     

    Stopped Out

    Facebook

    FB

    10/29/2012

    18.06

    37.08

    105%

     

    39.32

    118%

     

    Gold Mine

    Himax

    HIMX

    3/4/2013

    3.44

    6.08

    77%

     

    8.19

    138%

     

    Gold Mine

    QAD Software

    QADA

    3/24/2013

    11.73

    11.85

    1%

     

    14.24

    21%

     

    Gold Mine

                         

    Averages

           

    87%

       

    135%

       

    We have separated out the picks that ended up being acquired. Why? Because, incredibly, those picks actually weighed down our total performance! This is because they were taken out before they had a chance to triple (our ultimate goal).

    The acquired picks were as follows:

     

     

    ACQUIRED PICKS

                       

    Company
    (click for article)

    Ticker

    Date

    Initial Price

    Current / Final Price

    Final ROI

     

    Peak Price

    Peak ROI

     

    Current Classification

    Voltaire

    VOLT

    1/22/2010

    6.10

    Acquired

    43%

     

    8.73

    43%

     

    Acquired

    Novell

    NOVL

    5/21/2010

    6.06

    Acquired

    8%

     

    6.53

    8%

     

    Acquired

    Magma Design

    LAVA

    8/15/2010

    2.77

    Acquired

    158%

     

    7.15

    158%

     

    Acquired

    Occam Networks

    OCNW

    8/15/2010

    5.41

    Acquired

    82%

     

    9.84

    82%

     

    Acquired

    Pervasive Software

    PVSW

    3/20/2011

    5.36

    Acquired

    48%

     

    7.93

    48%

     

    Acquired

                         

    Averages

     

    11 months

       

    68%

       

    68%

       

    You'll notice that these picks were actually very strong performers. The average return was 68% in 11 months. No complaints!

    FYI, overall, 23% of our Core picks have been acquired. 36% have at least doubled at their peak (41% if we include the acquired Magma Design). 18% have been retired as triples. Thus, 59% of our Core picks have turned into doubles, triples, or buyouts. 32% have been closed out for various reasons, including the dreaded stop-out (we usually wave the white flag if our pick sustains a 20% loss), but still averaged a +13% return (profit).

    Next, here's our highly volatile Speculative Portfolio:

     

     

    SPECULATIVE PORTFOLIO

                     

    Company
    (click for article)

    Ticker

    Date

    Initial Price

    Current / Final Price

    Current / Final ROI

     

    Peak Price

    Peak ROI

     

    Current Classification

    Meetme (Quepasa)

    MEET

    11/12/2010

    6.58

    8.82

    34%

     

    15.45

    135%

     

    Sold

    Cereplast

    CERP

    5/8/2011

    4.92

    3.94

    -20%

     

    5.30

    8%

     

    Stopped Out

    Atrinsic

    ATRN

    7/24/2011

    3.26

    2.61

    -20%

     

    6.15

    89%

     

    Stopped Out

    Pixelworks

    PXLW

    6/3/2013

    3.24

    3.93

    21%

     

    5.30

    64%

     

    Speculative

    TechPrecision

    TPCSE

    7/11/2013

    0.40

    0.36

    -11%

     

    0.65

    63%

     

    Speculative

                         

    Averages

           

    1%

       

    71%

       

    True to their moniker, these speculative issues have taken investors on a wild ride. Most have provided peak returns in excess of 60%, but their current / final returns have been an unimpressive 1%. This demonstrates two things: 1) investors must be nimble with these and any other speculative stocks 2) investors must be very careful in deciding how much to invest in speculative issues. We discuss how to address both of these points via the Methodology section of PoisedToTriple.com (it's a must read for anyone who wants to make money in my picks!).

    In stark contrast to our wild Speculative names, here are our seasonal Spring Small-Cap Portfolios:

     

     

    SPRING SMALL CAP PORTFOLIOS

                   

    Company
    (click for article)

    Ticker

    Date

    Initial Price

    Current Price

    Current / Final ROI

     

    Peak Price

    Peak Return

     

    Current Classification

    Bacterin International

    BONE

    5/4/2011

    3.40

    3.71

    9%

     

    4.90

    44%

     

    Closed

    Harvard Bioscience

    HBIO

    5/4/2011

    5.48

    5.32

    -3%

     

    5.78

    5%

     

    Closed

    Glu Mobile

    GLUU

    5/4/2011

    3.82

    4.70

    23%

     

    5.75

    51%

     

    Closed

    interCLICK

    ICLK

    5/4/2011

    7.02

    6.85

    -2%

     

    7.02

    0%

     

    Acquired

    TowerStream

    TWER

    5/4/2011

    4.20

    5.30

    26%

     

    5.70

    36%

     

    Closed

    P.A.M. (Short)

    PTSI

    5/4/2011

    11.01

    9.45

    14%

     

    9.40

    15%

     

    Closed

    Averages

     

    1.3 months

       

    11%

       

    25%

       
                         

    Media General

    MEG

    3/17/2013

    5.50

    9.95

    92%

     

    10.60

    93%

     

    Acquired

    Perfumania (Short)

    PERF

    3/17/2013

    5.91

    5.08

    8%

     

    5.25

    11%

     

    Closed

    PDI, Inc (Short)

    PDII

    3/24/2013

    6.08

    4.85

    32%

     

    3.82

    37%

     

    Closed

    LCNB Corp

    LCNB

    4/14/2013

    16.98

    19.75

    24%

     

    22.28

    31%

     

    Closed

    Palmetto Bancshares

    PLMT

    4/25/2013

    11.98

    12.36

    14%

     

    15.95

    33%

     

    Closed

    Averages

     

    2.9 months

       

    21%

       

    41%

       
                         

    Berkshire Bancorp

    BERK

    6/19/2013

    7.96

    7.72

    1%

     

    7.56

    5%

     

    Closed

    Intevac

    IVAC

    6/19/2013

    5.36

    5.98

    6%

     

    4.91

    8%

     

    Closed

    MTR Gaming Group

    MNTG

    6/19/2013

    3.55

    3.67

    6%

     

    3.15

    11%

     

    Closed

    eGain

    EGAN

    6/23/2013

    7.63

    11.30

    15%

     

    8.95

    17%

     

    Closed

    Marketo

    MKTO

    6/23/2013

    20.88

    39.39

    7%

     

    22.99

    10%

     

    Closed

    Planet Payment

    PLPM

    6/23/2013

    2.85

    2.34

    -5%

     

    2.90

    2%

     

    Closed

    Averages

     

    6 days

       

    5%

       

    9%

       

    These portfolios have been absolutely electric. Not only has our hit rate been a stellar 14 for 17 (84%), the average returns have been almost unbelievable. The first portfolio returned 11% in 1.3 months (162% annualized). The second one delivered 21% in 2.9 months (120% annualized). The third one only returned 5%, but did so in only six days (1,845% annualized). We plan on continuing this tradition next spring.

    Overall, you can see that we've had great success with our picks. If you peruse my complete library of SeekingAlpha articles, you'll find many more write-ups that pertained to non-official picks. These have contained a similarly successful mix of winners (like CSOD, DATA, SWHC, and RGR) and losers (like ARBA and BBRY). The key to staying up-to-date on all of our official and unofficial moves is to joining us at PoisedToTriple.com, where we offer the most comprehensive service.

    Stay tuned!

    Mr. Gomes is the CEO of Pipeline Data, LLC and Poised To Triple Research. He is also the editor of the PTT Insider, a free investment newsletter available at PoisedToTriple.com. His real-time postings can be found on Twitter (@PoisedToTriple). He (and PoisedToTriple) can also be found on Facebook.

    Investors are strongly encouraged to read the Stocks To Triple Instruction Manual to learn how Mr. Gomes maximizes gains on his investment ideas.

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  • Mark Gomes
    , contributor
    Comments (2833) | Send Message
     
    Author’s reply » Edited on Aug 22 to show HIMX's correct classification as a "Gold Mine". Our classification system is described in depth here: http://seekingalpha.co...
    22 Aug 2013, 03:09 PM Reply Like
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