OVTI is trying to make amends. Again this shows that my gut instinct is often wrong as I would have likely sold it, seeing it as dead $. It rose 6% today. In part in sympathy with NAZ having big day, but also they have introduced a new rock-em sock-em chip (OmniVision Expands 3G Video Phone Offerings With New High-Performance SGA(TM) Sensor).
MTEX has been red hot lately and is now my 2nd best stock, up about 41%. (It is behind UST, but ahead of NCOG & NSS which were bought out). Again, Phil Town and people bashed MTEX back in May and I was tempted to sell, but stayed the course. Even Smart Money now likes MTEX (Rich in Vitamins).
Cramer is still preaching to stay out of Oil, but he is very bullish on the market. Maybe 1% is doable in last two days of the week!
My sidecar stocks are doing well. I have made a mint on EZEN which I bought near the bottom at $1.39. It is now $1.90. Now if only PTEN would go up 10 to 15%... Finally I continue to await PTSC(E). What will they announce on the 13th? Will I be buying beers or will I be drinking beers?
Here is where things stand:
| Current Portfolio | |||
| Stock | Cost | Current | Gain |
| UST | $39.36 | $55.09 | 44.3% |
| MTEX | $13.11 | $18.37 | 40.7% |
| TRLG | $17.02 | $22.04 | 29.5% |
| PCU | $39.06 | $44.40 | 19.7% |
| ANF | $61.13 | $71.74 | 17.9% |
| BBSI | $19.18 | $22.19 | 15.7% |
| PNCL | $6.68 | $7.70 | 15.3% |
| PGI | $7.71 | $8.78 | 13.9% |
| MGLN | $38.34 | $42.68 | 11.3% |
| MSTR | $94.36 | $104.13 | 10.4% |
| TGIS | $10.34 | $11.08 | 9.0% |
| ELX | $17.85 | $18.86 | 5.7% |
| CHKE | $37.55 | $37.46 | 3.0% |
| VPHM | $11.80 | $11.92 | 1.0% |
| KG | $17.31 | $17.20 | -0.6% |
| ISNS | $13.17 | $12.50 | -5.1% |
| BLDR | $16.10 | $15.05 | -6.5% |
| RAIL | $58.18 | $52.64 | -9.5% |
| PACR | $32.53 | $28.91 | -10.2% |
| FTO | $28.76 | $25.17 | -12.3% |
| TBL | $34.50 | $29.84 | -13.5% |
| PTEN | $26.72 | $21.93 | -17.5% |
| PONR | $30.98 | $24.76 | -20.1% |
| FDG | $34.03 | $23.95 | -24.9% |
| HW | $33.04 | $23.73 | -28.2% |
| PTSCE | $1.31 | $0.93 | -29.4% |
| ORCT | $11.83 | $8.35 | -29.4% |
| DLX | $26.36 | $17.68 | -30.5% |
| EZEN | $2.84 | $1.90 | -33.0% |
| OVTI | $27.79 | $15.64 | -43.7% |
| Current Gain/Loss ($) | -$12,607 | ||
| Current Gain/Loss (%) | -3.8% | ||
| Sold Gain/Loss ($) | $9,495 | ||
| Sold Gain/Loss (%) | 31.5% | ||
| Total Gain/Loss ($) | -$3,113 | ||
| Benchmark Gain/Loss ($) | $12,560 | ||
| Annual IRR | -2.2% | ||
| Total Gain/Loss (%) | -1.0% | ||
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