been a long time. hardest and blackest year of my life. the market has had no luster for me, and the driver of the bus, Gidot, got lost when he pit-stopped in limbo. now there's someone else at the wheel, but i've yet to see his face. have, though, seen his baggage, and its largely comatose. few notes.... i'm working with 2 ports here. one is a collection of stocks in hibernation mode, and the other a smattering of mid-term to possibly longer plays.
let's reset the rules:
hibernator stocks are are non-diluting, low o/s, 15-12g stocks that have not run in more than a year, but have had just enough volume to allow someone to front load.
iow:
1. no runs means it could be due. eventually everything that doesn't fold runs.
2. the 15-12g filing means they deregistered and thus won't be SEC suspended for being delinquent in their filings.
3. the low float, small o/s -- less than 200M -- makes these prone to quick runs.
4. and having no diluting mm's keeps them thin.
i'm carrying 9 stocks that fit this criteria: LCTZ, ALKN, DFCO, CYNS, CNHC, PSWR, TOPZ, ENHT, MAGP. i expect 2 or 3 of these to play this year, and i'm looking for 4-8 baggers, if not greater, per stock.
i'm also carrying 2 stocks with bigger a/s but fit otherwise: FTEG, PCLI
this is a 2 year plus project with 3K invested. there will be no new money's for it, and no new stocks will go into the hibernator port. there will also be very little discussion on any of these unless or until they get active.
current plays are stocks i expect to trade this year. there are 8 in my collection: OCLG, DCLT, EIPC, AFTC, NHPI, DBSO, TREN, FPWM.
i'm nearly all in on this. 4.75K of 5K. late last year i pulled all my loose cash, and cleaned out a few plays. mostly i stood still, other than becoming an illiquid player.
so what to do? that is the question i will be pondering
