On the A-Team, Hannibal used to say after a success, "I love it when a plan comes together". So true. When my 2/1/19 portfolio was being considered, I wanted to move towards larger cap ($3b +) stocks. But I kept one smaller cap stock, AGX. That is because it is insanely cheap and the only reason they are cheap is they haven't signed any big new projects recently.
However, they have more than hinted in past few conference calls that they had some big new projects cooking, they are just very conservative on when they consider them sure enough to put in backlog.
Here is today's headline:
Argan, Inc.'s Wholly Owned Subsidiary Gemma Power Systems Enters .
Ok, headline is a bit chopped off. But essence is they're starting a new plant this spring that will take until 2022 and has pushed their project backlog back over $1 billion. Yes, it was sweet music to my ears as AGX is one of my largest positions. The stock is up 12%+ on the news.
Here is my 2/1/19 portfolio on day 3:
| 2/1/2019 | Start | Current | Dividend | Pct Gain | R3K Gain |
| AGX | $42.18 | $47.44 | $0.00 | 12.5% | 1.2% |
| BBY | $58.84 | $59.27 | $0.00 | 0.7% | 1.2% |
| HPQ | $22.07 | $22.75 | $0.00 | 3.1% | 1.2% |
| MU | $38.22 | $40.09 | $0.00 | 4.9% | 1.2% |
| RTN | $166.65 | $175.24 | $0.00 | 5.2% | 1.2% |
| VIAB | $29.40 | $29.97 | $0.00 | 1.9% | 1.2% |
| WDC | $44.99 | $47.99 | $0.00 | 6.7% | 1.2% |
| Totals | 5.0% | 1.2% |
Pretty solid start!
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