Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009. * = New picks of 2009. x = trade completed These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post or the price of the stock at the time posted as a completed trade and therefore removed from favorites.
Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = new pick of 2009 d = dividend(s) paid included but only those paid up until the 2009 high
These are our top favorite holdings. The average return is an average equal-weight from beginning of the year (or price at time new pick is entered) until the highest price of 2009. This represents the potential return in theory one that the opportunity to sell for.
GSB provides software for file transfer. To put the size of that order in perspective, their quarterly revenue has typically been in the $3.7M-$4M range. I'm guessing that this single order pushes their 2009 diluted EPS to the $0.15 ballpark with more upside possible. At $0.89 IMO the stock is quite undervalued.
They have a strong balance sheet with BV of $0.43/share and no debt.
They also released some new products in mid to late 2008 which could provide some nice additions to the bottom line.
I plan on following up with more DD in the coming days.
This list is in no particular order (except that the most recently updated tends to be toward the top) nor are they owned in equally weighted amounts as some we may have a LOT of money in while others very little as of the last update. Any links are thoughts as of the date and time they are written which may not be current. Also some symbols and/or links may be dropped from time to time without further update as the information/opinions mentioned simply become outdated. Please verify all claims and info, and do your own homework in addition.
Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = new pick of 2009 d = dividend(s) paid included but only those paid up until the 2009 high
These are our top favorite holdings. The average return is an average equal-weight from beginning of the year (or price at time new pick is entered) until the highest price of 2009. This represents the potential return in theory one that the opportunity to sell for.