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2morrowsGains

01/14/22 10:43 AM

#94134 RE: SSKILLZ1 #94132

SSKILLZ...LOL...You forgot illiquid. ;) These 3 companies have great balance sheets and all have good long term upside potential.

CSPI...Best cash to debt & upside potential out of all of them. Cyber security and managed services. Recurring revenue and gross margins continue to build.

WSTG...Strong organic growth, acquisitions, strong cash, no debt, strong cash flow, paying dividends, strong player in the cybersecurity & tech sector.

PSTI... I feel very fortunate to have been able to make this my third largest position while it was in the mid $5's. They are buying back shares, have strong cash, have a recent acquisition, pay a 4% dividend yield, is trading near a 52-year low, and is in the worldwide communications sector (5G).

Don't get me wrong, I'm not saying there isn't any downside, however with this three-stock portfolio, downside is minimal(IMO).

And yes, I'm out of PRGS for now. But like I said, I am ALWAYS looking to add/subtract anything that makes sense. So things can change.

FWIW, Just trying to stay more focused on minimal downside risk vs upside potential instead of trying to grab a quick buck for now although I'm sure I'll be in and out of a few trades going forward.