Chroma Investing

Value Investing for beginning & small time investors and the value investing strategies of Graham & Klarman

ORXE – Ore Pharamceutical Holdings – NCAV pharma stock – Bought and Sold

On Tuesday I bought 1600 shares of ORXE, a Net Net pharma stock for $.30/share or $485.00 including the ChoiceTrade $5.00 commission, for the Small Investor Portfolio. I sold today at .40/share for a profit $150.00 or nearly 31% including commissions. This is not my usual trading style. But as much as this was a […]

DUCK – Duckwall-ALCO Stores a NCAV stock BUY – Small Investor Portfolio

I am still in catch up mode from my brief hiatus in posting. While I stopped posting , I did not stop investing.  Last Thursday April 8th I purchased 35 shares of DUCK – Duckwall – Alco Stores at $13.75/share  for the Chroma Investing Small Investor Portfolio. Including the ChoiceTrade commission of $5.00 this was […]

IFON – InfoSonics NCAV stock BUY – Small Investor Portfolio

Last week, on 4/1/10 I purchased 650 shares of IFON – Infosonics at $ .7719/share  for the Chroma Investing Small Investor Portfolio.  This was a total investment of $506.74 including the $5.00 ChoiceTrade commission. The price dropped into the low .60’s until today where has recovered to .72/share.  I bought the shares because IFON is […]

Endwave (ENWV) an update

I posted on ENWV back in December when they had the illusion of a Net Net stock with a margin of safety. But it was all in the details. They had a slog of Preferred shares that weighed on the balance sheet. They were losing money, and seemed to have a lot of unhappy shareholders. There have been some changes since and I wouldn’t want anyone to be stuck with my previous assessment as the only look at the company. I still don’t own any shares. I am still on advocating buying ENWV, but the situation has changed enough to make it worth looking at least.

Linktone (LTON) NCAV Stock – Buy

Yesterday I bought 1000 shares of Linktone (LTON) for $1.69/share and $4.95 commission for a total investment of $1694.95. inktone is, according to their latest 6k, ” one of the leading providers of wireless interactive entertainment services to consumers in China. Linktone provides a diverse portfolio of services to wireless consumers and corporate customers, with a particular focus on media, entertainment and communications. These services are promoted through the Company’s strong distribution network, integrated service platform and multiple marketing sales channels, as well as through the networks of the mobile operators in China. Through in-house development and alliances with international and local branded content partners, the Company develops, aggregates, and distributes innovative and engaging products to maximize the breadth, quality and diversity of its offerings.”

Audiovox (VOXX) a Net Net – Buy

What is Audiovox? According to their latest 10Q it, “is a recognized leader in the marketing of automotive entertainment, vehicle security and remote start systems, consumer electronics products and consumer electronics accessories. The company is number one in mobile video and places in the top ten of almost every category that it sells.”

Solitron Devices (SODI) Update – 10Q filing

Time to update Solitron Devices (SODI). It is vital to update you assessment of company when they release new information. SODI has released a new 10Q. I purchased shares of SODI because they were a Net Net stock with Free Cash Flow growth possibilities.The News in the financials is not very exciting. But nothing bad either.

Qiao Xing Universal Telephone (XING) – Update – Is anything going on?

I am not big on updates on Portfolio stocks for no reason. A little over a month ago I said I was purchasing XING a Chinese Net Net Stock. I purchased the stock at $1.91/share and in the last five weeks the stock has risen to $2.73/share or about 42% increase. I am not complaining but I found myself asking, Why?

Free Value and NCAV Screeners

Now this is my kind of deal. Jae Jun over at Old School Value has really pulled all the stops for the new year. He has posted new value screeners that he offers for free. Yeah, that’s right for Free. I have already checked out the free Net Net screener which he calls Ben Graham Screener and sure enough, not only does he turn up some old faithfuls I have found on other screens but some new names as well like Electronic Systems Technology (ELST).

MNDO – Mind C.T.I. Why you must mind the details

I was reviewing a stock, Mind C.T.I. Ltd (MNDO), because it came across a screener as a Net Net opportunity. I wondered why it had so recently turned up.

MNDO is an Israeli company that, “a leading provider of convergent end-to-end billing and customer care product based solutions for service providers as well as telecom expense management (call management) solutions.”

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