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Mark Gomes’ Poised to Triple Pick Performance Updated August 11, 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 August 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 96.9%
* 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):

CORE PORTFOLIO
Company (click for article) Ticker Date Initial Price Current / Final Price Current / Final ROI Peak Price Peak ROI Current Classification 52-Week High
Lionbridge LIOX 1/20/09 1.23 3.69 200% 7.50 510% Tripled $7.50
IGOI (1:12 split) IGOI 8/6/10 18.72 56.16 200% 62.28 233% Tripled $4.45
Calix CALX 9/19/10 12.45 21.91 76% 22.97 84% Sold $13.98
Zhone Networks ZHNE 10/24/10 2.01 1.61 -20% 6.62 229% Sold $6.62
Astea ATEA 11/12/10 2.25 6.75 200% 7.64 240% Tripled $3.91
Majesco COOL 9/30/11 2.00 1.60 20% 3.47 74% Sold $5.32
Seagate STX 11/11/11 17.94 53.82 200% 62.76 250% Tripled $62.76
Lions Gate LGF 3/20/12 12.14 36.42 200% 37.81 211% Tripled $37.81
Attunity ATTU 4/27/12 3.36 10.08 200% 12.00 257% Tripled $12.00
Lantronix LTRX 7/9/12 1.82 1.69 -7% 3.03 66% Sold $3.31
Rainmaker RMKR 9/23/12 1.04 0.83 -20% 1.37 32% Sold $0.60
Facebook FB 10/29/12 18.06 54.18 200% 71.97 299% Tripled $76.74
Himax HIMX 3/4/13 3.44 10.32 200% 16.15 369% Tripled $16.15
Glu Mobile GLUU 10/24/13 3.14 5.38 71% 5.65 80% LIVE: Gold Mine $7.60
Averages 354 days 123% 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 11/12/10 6.58 8.82 34% 15.45 135% Sold $4.39
Cereplast CERP 5/8/11 4.92 3.94 -20% 5.30 8% Sold $0.07
Atrinsic ATRN 7/24/11 3.26 2.61 -20% 6.15 89% Sold N/A
Pixelworks * PXLW 6/3/13 3.24 9.72 200% 9.39 190% Tripled $9.83
TechPrecision TPCS 7/11/13 0.40 1.20 200% 1.35 238% Tripled $1.35
Globalstar GSAT 8/25/13 0.67 2.01 200% 4.53 581% Tripled $4.53
Delia ** DLIA 11/26/13 1.10 0.79 -28% 1.45 32% Sold $1.68
??? ??? 1/30/14 M E M B E R SO N L Y ! ! LIVE: Speculative
??? ??? 3/7/14 M E M B E R SO N L Y ! ! LIVE: Momentum
Averages 183 days 63% 162%
*  Was upgraded to Core, but remained situated in the Speculative tracker where it was initially selected.
** Initiation price adjusted 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 2/8/10 12.64 37.92 200% 44.75 254% Tripled $15.30
RealNetworks RNWK 2/17/10 16.23 12.98 -20% 19.83 22% Sold $8.95
QAD Software QADA 3/24/13 11.73 19.19 64% 21.30 82% LIVE: Gold Mine $23.07
Averages 462 days 81% 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 / Final Price Current / Final ROI Peak Price Peak Return Current Classification
Bacterin International BONE 5/4/11 3.40 3.71 9% -7.60% 4.90 44% Closed $14.10
Harvard Bioscience HBIO 5/4/11 5.48 5.32 -3% -7.60% 5.78 5% Closed $5.15
Glu Mobile GLUU 5/4/11 3.82 4.70 23% -7.60% 5.75 51% Closed $7.60
interCLICK ICLK 5/4/11 7.02 6.85 -2% -7.60% 7.02 0% Acquired N/A
TowerStream TWER 5/4/11 4.20 5.30 26% -7.60% 5.70 36% Closed $3.36
P.A.M. (Short) PTSI 5/4/11 11.01 9.45 14% -7.60% 9.40 15% Closed $36.48
Averages 39 days 11% 25%
Media General MEG 3/17/13 5.50 10.56 92% 11.20 93% Acquired & Tripled $23.97
Perfumania (Short) PERF 3/17/13 5.91 5.44 8% 5.25 11% Closed $7.10
PDI, Inc (Short) PDII 3/24/13 6.08 4.13 32% 3.82 37% Closed $6.25
LCNB Corp LCNB 4/14/13 16.98 21.06 24% 22.28 31% Closed $21.75
Palmetto Bancshares PLMT 4/25/13 11.98 13.66 14% 15.95 33% Closed $14.98
Averages 87 days 21% 41%
Berkshire Bancorp BERK 6/19/13 7.96 8.04 1% 7.56 5% Closed $8.28
Intevac IVAC 6/19/13 5.36 5.68 6% 4.91 8% Closed $10.20
MTR Gaming Group MNTG 6/19/13 3.55 3.76 6% 3.15 11% Closed $5.84
eGain EGAN 6/23/13 7.63 8.77 15% 8.95 17% Closed $15.75
Marketo MKTO 6/23/13 20.88 22.34 7% 22.99 10% Closed $45.00
Planet Payment PLPM 6/23/13 2.85 2.71 -5% 2.90 2% Closed $4.03
Averages 6 days 5% 9%
Old Line Bancshares OLBK 1/16/14 15.11 15.62 3% 18.00 19% Closed
Tiptree Financial TIPT 4/3/14 8.32 9.47 14% 13.98 68% Closed
Trade Street Residential TSRE 4/17/14 7.65 7.07 -8% 8.46 11% Closed
Averages 106 days 3% 33%

Here’s our Short Portfolio: 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.

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 $15.30
Averages 105 days 62% 83%

The acquired picks were as follows: 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!

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 $0.39
Novell NOVL 5/21/10 6.06 Acquired 8% 6.53 8% Acquired N/A
Magma Design LAVA 8/15/10 2.77 Acquired 158% 7.15 158% Acquired N/A
Occam Networks OCNW 8/15/10 5.41 Acquired 82% 9.84 82% Acquired N/A
Pervasive Software PVSW 3/20/11 5.36 Acquired 48% 7.93 48% Acquired N/A
Averages 336 days 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!

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