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Poised To Triple -- Portfolio Performance Update

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.