Commentary

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September is here and the 20 month cycle is ending, the market is moving up. I believe it will drag small caps upwards as risk-on returns into calendar year end. Our positions are now getting traction, as I said August is the month to buy beat...

Just some quick notes on a few positions for this end of August week. First off, on the general market. The small caps have been underperforming the large caps for several months, but I expect that to change. I also am bullish on the broader market...

DYAI - $6.70 area  Dyadic International Investor Website $20 12-16 month target (520 million market cap target) or 200% (Triple) possible 170 Million Market cap at $6.50 per share, 38 Million in cash which is replenished by Partners via research and collaboration agreements. $1.30 per share in...

Its been awhile since I've done an update and there has been a lot of volatility in August which is common, plus lots of news. I'm going to try to keep it brief and tell you the positions I think are in best ranges to...

SOLY- $10.75 area Try to buy under $11.50 6-12 month target $20-$30- IPO Lock up expires today, often stocks have already priced this in before the day comes and then shares start to move up. With an expanding platform, its time to get back into SOLY- Dave ...

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