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Mark Gomes’ Poised to Triple Pick Performance
Updated May 16, 2014

Here’s a comprehensive listing of my specific picks and portfolios, along with hyperlinks to public reports as proof of my initiation and sale dates. This performance tracker dates back to my very first appearance on Seeking Alpha in January of 2009.

PLEASE read my investment methodology before going any further. It is required reading for anyone considering an investment in my selections. It can make the difference between great losses and great gains, with simple (but specific) rules to determine which picks are currently in play, which ones are currently attractive, and which ones have been retired from our Portfolio.

This is our May 2014 update. You can visit our real-time performance tracker at PTT Research. We’ll start with our annual performance chart. It depicts the average performance of the stocks we selected during the years listed:

Annual Pick Performance*
2009 Picks 200.0%
2010 Picks 56.3%
2011 Picks 45.6%
2012 Picks 114.6%
2013 Picks 90.0%
2014 Picks (year to date) 8.3%
* Excludes our Spring portfolios (see below)

As you can see, my picks have blessed readers with great performance since I started taking my picks to Main Street investors in 2009. Of course, the market’s relentless run has helped, but even this year’s portfolio is up (countering NASDAQ and Russell 2000′s negative returns). Indeed, I have a similarly positive long-term track record with Wall Street clients, which extends back to 1996. However, I can’t mindfully publish those performance stats without public documentation proving which picks were made and how they did (just a bunch of happy Wall Street customers!).

Diving into the specifics, let’s start with our Core Portfolio (for real-time updates, please visit our client site):

Company (click for article) Ticker Date Initial Price Current / Final Price Current / Final ROI Peak Price Peak ROI Current Classification
Lionbridge LIOX 1/20/2009 1.23 3.69 200% 7.50 510% Tripled
IGOI (1:12 split) IGOI 8/6/2010 18.72 56.16 200% 62.28 233% Tripled
Calix CALX 9/19/2010 12.45 21.91 76% 22.97 84% Sold
Zhone Networks ZHNE 10/24/2010 2.01 1.61 -20% 6.62 229% Sold
Astea ATEA 11/12/2010 2.25 6.75 200% 7.64 240% Tripled
Majesco COOL 9/30/2011 2.00 1.60 20% 3.47 74% Sold
Seagate STX 11/11/2011 17.94 53.82 200% 62.76 250% Tripled
Lions Gate LGF 3/20/2012 12.14 36.42 200% 37.81 211% Tripled
Attunity ATTU 4/27/2012 3.36 10.08 200% 12.00 257% Tripled
Lantronix LTRX 7/9/2012 1.82 1.69 -7% 3.03 66% Sold
Rainmaker RMKR 9/23/2012 1.04 0.83 -20% 1.37 32% Sold
Facebook FB 10/29/2012 18.06 54.18 200% 71.97 299% Tripled
Himax HIMX 3/4/2013 3.44 10.32 200% 16.15 369% Tripled
Glu Mobile GLUU 10/24/2013 3.14 3.70 18% 5.65 80% LIVE: Gold Mine
Averages 373 days 119% 210%

 

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Next, here’s our higher-risk Speculative Portfolio:

SPECULATIVE PORTFOLIO
Company (click for article) Ticker Date Initial Price Current / Final Price Current / Final ROI Peak Price Peak ROI Current Classification
Meetme (Quepasa) MEET 11/12/2010 6.58 8.82 34% 15.45 135% Sold
Cereplast CERP 5/8/2011 4.92 3.94 -20% 5.30 8% Sold
Atrinsic ATRN 7/24/2011 3.26 2.61 -20% 6.15 89% Sold
Pixelworks PXLW 6/3/2013 3.24 5.94 83% 9.39 190% LIVE: Speculative
TechPrecision TPCS 7/11/2013 0.40 1.20 200% 1.35 238% Tripled
Globalstar GSAT 8/25/2013 0.67 2.01 200% 2.72 309% Tripled
Delia ** DLIA 11/26/2013 1.10 0.79 -28% 1.45 32% Sold
AeroGrow AERO 1/30/2014 4.10 5.55 35% 10.45 155% LIVE: Speculative
Averages 152 days   61% 144%
** Initiation price adj’d to reflect our coverage relaunch at $0.70 on 2/20/14

 

In contrast to our more-volatile Speculative names, here is our more-stable Value Portfolio:

VALUE PORTFOLIO
Company (click for article) Ticker Date Initial Price Current / Final Price Current / Final ROI Peak Price Peak ROI Current Classification
BroadVision (Long) BVSN 2/8/2010 12.64 37.92 200% 44.75 254% Tripled
RealNetworks RNWK 2/17/2010 16.23 12.98 -20% 19.83 22% Sold
QAD Software QADA 3/24/2013 11.73 20.10 71% 21.30 82% LIVE: Gold Mine
Averages 433 days 84% 119%

 

Next, we have our wildly-successful & seasonal Spring Small-Cap Portfolios:

SPRING SMALL CAP PORTFOLIOS
Company (click for article) Ticker Date Initial Price Current Price Current / Final ROI Peak Price Peak Return Current Classification
Bacterin International BONE 5/4/2011 3.40 3.71 9% 4.90 44% Closed
Harvard Bioscience HBIO 5/4/2011 5.48 5.32 -3% 5.78 5% Closed
Glu Mobile GLUU 5/4/2011 3.82 4.70 23% 5.75 51% Closed
interCLICK ICLK 5/4/2011 7.02 6.85 -2% 7.02 0% Acquired
TowerStream TWER 5/4/2011 4.20 5.30 26% 5.70 36% Closed
P.A.M. (Short) PTSI 5/4/2011 11.01 9.45 14% 9.40 15% Closed
Averages 39 days 11% 25%
Media General MEG 3/17/2013 5.50 10.56 92% 10.60 93% Acquired & Tripled
Perfumania (Short) PERF 3/17/2013 5.91 5.44 8% 5.25 11% Closed
PDI, Inc (Short) PDII 3/24/2013 6.08 4.13 32% 3.82 37% Closed
LCNB Corp LCNB 4/14/2013 16.98 21.06 24% 22.28 31% Closed
Palmetto Bancshares PLMT 4/25/2013 11.98 13.66 14% 15.95 33% Closed
Averages 87 days 21% 41%
Berkshire Bancorp BERK 6/19/2013 7.96 8.04 1% 7.56 5% Closed
Intevac IVAC 6/19/2013 5.36 5.68 6% 4.91 8% Closed
MTR Gaming Group MNTG 6/19/2013 3.55 3.76 6% 3.15 11% Closed
eGain EGAN 6/23/2013 7.63 8.77 15% 8.95 17% Closed
Marketo MKTO 6/23/2013 20.88 22.34 7% 22.99 10% Closed
Planet Payment PLPM 6/23/2013 2.85 2.71 -5% 2.90 2% Closed
Averages 6 days 5% 9%
Old Line Bancshares OLBK 1/16/2014 15.11 15.56 3% 18.00 19% LIVE: Spring Pick
Tiptree Financial TIPT 4/3/2014 8.32 8.87 7% 13.98 68% LIVE: Spring Pick
Averages 82 days 5% 44%

These portfolios have been absolutely electric. Not only has our hit rate been a stellar 14 for 17 (84%), the average returns have been almost unbelievable. The first portfolio returned 11% in 1.3 months (162% annualized). The second one delivered 21% in 2.9 months (120% annualized). The third one only returned 5%, but did so in only six days (1,845% annualized). We plan on continuing this tradition next spring.

Here’s our Short Portfolio:

SHORT PORTFOLIO
Company
(click for article)
Ticker Date Initial Price Current / Final Price Current / Final ROI Peak Price Peak ROI Current Classification
Broadvision (Short) BVSN 1/24/12 44.75 17.00 62% 7.81 83% Covered
Averages         62%     83%

Last, but not least, we have created a separate portfolio for our picks that ended up being acquired. Why? Because, incredibly, those picks actually weighed down our total performance! This is because they were taken out before they had a chance to triple (our ultimate goal). Of course, having getting acquired is a good thing for investors and demonstrates that larger companies see value in the stocks we pick!

The acquired picks were as follows:

ACQUIRED PICKS
Company
(click for article)
Ticker Date Initial Price Current / Final Price Final ROI Peak Price Peak ROI Current Classification
Voltaire VOLT 1/22/10 6.10 Acquired 43% 8.73 43% Acquired
Novell NOVL 5/21/10 6.06 Acquired 8% 6.53 8% Acquired
Magma Design LAVA 8/15/10 2.77 Acquired 158% 7.15 158% Acquired
Occam Networks OCNW 8/15/10 5.41 Acquired 82% 9.84 82% Acquired
Pervasive Software PVSW 3/20/11 5.36 Acquired 48% 7.93 48% Acquired
Averages   11 months     68%     68%

You’ll notice that these picks were actually very strong performers. The average return was 68% in 11 months. No complaints!

 

The Bottom Line: 25+ years of education, training, mentorship, and experience have served me well. I’ve been able to earn close to 40% annually since 1996 (that’s four hundred times your money!). I’ve been lending some of my expertise for free to Seeking Alpha since 2009 and more so to subscribers of the PTT Insider since 2013.

Of course, subscribers to our PTT Research Newsletter, PTT Pipeline Newsletter, and PTT Elite service get the top service levels…and our top picks. So, check us out at PTT Research and stay tuned for more picks to triple!