tag:blogger.com,1999:blog-754894216207950592.post7654362350463074362..comments2024-03-20T15:55:23.392-07:00Comments on NoNameStocks: NoName Annual Performance 2019-2020Dan Schumhttp://www.blogger.com/profile/05728696891530868697noreply@blogger.comBlogger58125tag:blogger.com,1999:blog-754894216207950592.post-41790194585428967372021-02-21T09:56:09.560-08:002021-02-21T09:56:09.560-08:00****update Feb 21, 2021****
I made a calculation ...****update Feb 21, 2021****<br /><br />I made a calculation mistake when first writing this post. My real return is 94.9%, not 85.3% which means my CAGR is really 52.5%, not 51.4%. See comment at end of post for explanation.<br />Dan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-17804413086774745382020-10-07T13:16:51.396-07:002020-10-07T13:16:51.396-07:00It's just arbitrarily being pumped (before bei...It's just arbitrarily being pumped (before being dumped), lots of activity @ https://stocktwits.com/symbol/CVV.<br />I sold into the pump, assuming I'll be able to buy back around $3 in a few days/weeks.Jaapnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-76598240945184293142020-10-07T12:29:00.333-07:002020-10-07T12:29:00.333-07:00$CVV.
100% gains on no news. Didn't find any n...$CVV.<br />100% gains on no news. Didn't find any news, someboody knows anything?<br />Thanks.David Rodriguezhttps://www.blogger.com/profile/08783326120517776862noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-65884755237996726412020-05-07T23:50:56.788-07:002020-05-07T23:50:56.788-07:00There you wereThere you wereAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-73484089867732706352020-05-07T22:50:33.574-07:002020-05-07T22:50:33.574-07:00here I was thinking I had a non-zero regard to val...here I was thinking I had a non-zero regard to valueDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-64618235358424657212020-05-07T19:06:15.802-07:002020-05-07T19:06:15.802-07:00You might be the most successful speculator I'...You might be the most successful speculator I've ever come across- the momentum/day trader crowds have something to learn from you. Buy low-priced penny stocks without regard to intrinsic value, wait til uninformed buyers rush in, and sell at ludicrous prices as the tiny float collapses. BMRA, cash incinerator, sold at 15x BV and sales, while the HEMA exit multiple was even more favorable. Fascinated to see if you can continue to replicate these sales multiples.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-52124207789415380112020-05-06T08:07:25.475-07:002020-05-06T08:07:25.475-07:00on SKAS I don't think the air travel industry ...on SKAS I don't think the air travel industry is where I want to buy right nowDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-14414448757934947032020-05-05T14:26:25.424-07:002020-05-05T14:26:25.424-07:00Do you have any comments related to SKAS? I think ...Do you have any comments related to SKAS? I think you reviewed it in the past concluding that the Company has too many outstanding stocks. However, now the outstanding stocks amount to 1 Mio. However, I'd prefer the stock to be a little cheaper. <br />Further, also the tiny and very cheap stocks from Tel Aviv, RSEL and INBR, would be interesting based on the numbers (e.g. RSEL trades at a P/E of around 2 and INBRs last dividend yield was 30%). But I dont speak Hebrew. Michuhttps://www.blogger.com/profile/03414971091277943787noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-71202964089026056782020-04-30T07:57:39.580-07:002020-04-30T07:57:39.580-07:00they paid out 1.80 per share and there was going t...they paid out 1.80 per share and there was going to be a follow up payment a year or two later. It was probably in a proxy I no longer have. The follow up was uncertain and I think I was estimating around 0.20-0.30 Dan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-11027390397837464042020-04-30T00:18:22.279-07:002020-04-30T00:18:22.279-07:00I can't find the deal info anywhere. What was ...I can't find the deal info anywhere. What was the total per share?zekbokhttps://www.blogger.com/profile/16804736508618673197noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-3841580400296321442020-04-29T19:58:34.005-07:002020-04-29T19:58:34.005-07:00Thank you
Anything can happen. With CVV yes I co...Thank you<br /><br />Anything can happen. With CVV yes I consider the cash and real estate a sort of floor on the value. I think at some point in the next 5 or 10 years the stock will be materially higher than it is now. It's an exciting business. Lots of potential. <br /><br />I don't know those stocks. I'll check them outDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-81550971179060773102020-04-29T07:45:06.888-07:002020-04-29T07:45:06.888-07:00Great blog. Refreshing because so many blogs just ...Great blog. Refreshing because so many blogs just talk about the general market. Regarding CVV: You mention that the stock has a very liquid and strong book. I agree. Cash and real estate is a solid book. Would you kind of consider this as a margin of safety in the stock? I would not imagine that that stock would stay far below the book value for a long time, when the book is a that nature? So we can assume that the bottom of the stock should theoretically be about 3.5-4 usd?<br /><br />And what do you think about the long range chart for these 2 stocks?:<br />Ogzpy and DHT holdings. Looks like quite ok 10y + charts to me.Anonymoushttps://www.blogger.com/profile/02366966138725621931noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-56265648901447876172020-04-28T08:02:16.270-07:002020-04-28T08:02:16.270-07:00I think ASNB is a lottery ticket now. They have n...I think ASNB is a lottery ticket now. They have nothing but a stock ticker, share structure, and probably NOLs. The business and cash are gone. Dan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-63734196693029005182020-04-28T07:34:46.173-07:002020-04-28T07:34:46.173-07:00What´s up with Ekimas corporation after de dividen...What´s up with Ekimas corporation after de dividend has been paid. They have no assets, no cash,.... how to value now the shares? Extrange things, thrilling world in nanocaps.David Rodriguezhttps://www.blogger.com/profile/08783326120517776862noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-23364519802543414702020-04-27T22:52:36.298-07:002020-04-27T22:52:36.298-07:00that one I don't know. will have to check it ...that one I don't know. will have to check it outDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-92221984291202760882020-04-27T12:17:39.517-07:002020-04-27T12:17:39.517-07:00Congratulations! Do you have any views on Spot cof...Congratulations! Do you have any views on Spot coffee? Thanks.sarathhttps://www.blogger.com/profile/13556489865113979282noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-86063991298081860022020-04-27T09:02:43.894-07:002020-04-27T09:02:43.894-07:00specifically on those two stocks. HYDI I've b...specifically on those two stocks. HYDI I've been buying for years and most was around 0.50 then it has come up, that's why it's a larger position. CVV has been too cheap for a long time and shares have been available so I've been able to buy a lot. Dan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-54384698672910370322020-04-26T19:56:47.296-07:002020-04-26T19:56:47.296-07:00I don't consider any of my stocks to be my &qu...I don't consider any of my stocks to be my "highest conviction". That's why I own so many stocks. If something looks cheap I buy itDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-2343964517229071572020-04-26T09:57:44.117-07:002020-04-26T09:57:44.117-07:00Are HYDI and CVV your highest conviction picks or ...Are HYDI and CVV your highest conviction picks or are the high values randomly?Michuhttps://www.blogger.com/profile/03414971091277943787noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-91062630440940219962020-04-25T09:56:23.065-07:002020-04-25T09:56:23.065-07:00I don't know that one. Will have to look clos...I don't know that one. Will have to look closer. I like the chart and market cap and price. would prefer few sharesDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-50334897805269772812020-04-25T09:49:03.663-07:002020-04-25T09:49:03.663-07:00I wouldn't go for a company in Wuhan myself. ...I wouldn't go for a company in Wuhan myself. but just based on the chart it's been in a death spiral for years. Building a base the past few months but I'd wait longerDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-40917431120107022242020-04-25T03:48:41.707-07:002020-04-25T03:48:41.707-07:00Do you have any comments related to the chart of K...Do you have any comments related to the chart of KGJI? It seems that it is trending nowhere but the price is not falling anymore. Could be a support level. The company is located in Wuhan, where the covid 19 situation is improving. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-64251961807247909512020-04-24T13:16:59.806-07:002020-04-24T13:16:59.806-07:00I quote it in this post every year but I've ne...I quote it in this post every year but I've never calculated CAGR for thatDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-88584725633392498532020-04-24T13:01:50.069-07:002020-04-24T13:01:50.069-07:00Fantastic work Dan, glad you are doing so well.
Y...Fantastic work Dan, glad you are doing so well.<br /><br />You mention a "non-HEMA portfolio" I was wondering what your returns are in your non-HEMA portfolio, obviously the same as above for the first few years and better this year but do you know your overall CAGR.<br /><br />Thanks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-85393816013929212312020-04-22T20:19:50.188-07:002020-04-22T20:19:50.188-07:00I don't have a price target. usually I don...I don't have a price target. usually I don't have a price target. Most of my selling is on technical reasons. The stock has run up but volume is not there yet. someday there's going to be huge volume and high prices. I'm waiting for thatDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.com