Commentary

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EXPI 14.20 First written up at $6.44 with a $7.25  Max buy , later $8.50 EXPI just reported their 1st quarter  2018 results with revenues exploding year over year up 188% and Agent count nearly tripling. Q1 2018 Highlights $62 million in revenue, 188% increase year-over-year Nearly tripled...

Just some quick thoughts for Monday morning on our positions. XON- $14.90, down from $19.19 highs last Thursday on the reaction to the quarterly report.  We find the sell off way overdone and purchased a fair amount of shares at a 15.40 average on Friday working...

XON- $17 pre-market 5/11/18 Quarterly Conference Call Transcript (Advised reading) Intrexon reported their quarterly results last night and revenues were lighter than expected, perhaps causing the stock to drop  $1.40 in pre-market today. It also dropped from a close breakout over 19 to 18.40 into the close...

AQMS- $3.50 area Conference Call Transcript  (Worth a read) Aqua Metals reported their progress and 1st quarter report on May 9th after the market closed. We have just recommended the stock this week to buy from 3.20-3.80 ranges for 1/2 size position allocation.  The stock has been...

Brief updates on our 5 open positions: AQMS, XON, CLLS, ADAP, EXPI We are reviewing a micro cap stock to consider next, along with a few other candidates.  We have 5 positions, 4 are full at 8% each allocation and one is 4% allocation (AQMS-New) so...

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