Summary:
Gave back last weeks gains of about 2.5%.  I had hoped this week would put me in plus terrritory but it was not to be and now I’m down about 4.5% for the year.  SNEN dropped despite its positive earnings report on 2/15.  NRF and ALSWF also fell.
I was a bit constricted in my trading [...]

Summary:
Had a fourth straight positive week – up about 2.5%. This leaves me down about 2% for the year, but much better than the -20% in mid-January. ALSWF led the way again — perhaps a combination of last week’s blowout earnings and also a mostly favorable ruling on some patent litigation they [...]

Summary:
Gains accelerated to about 5% this week. The star was ALSWF, which reported blowout earnings. I added after the announcement on Thursday when the stock was up about 5%. It finished up 18%. Operating cash flow was C$.19 per share and extrapolating this with growth gives me an estimate of $1.00 [...]

Interesting article in the Economist about how people seem to be able to tell the difference between the faces of CEO of successful companies from those of unsuccessful ones.  Don’t know if I’m going be able to use this just yet, but interesting.  See story.

Summary:
My portfolio rose more than 2% for my second straight positive week. Finally a positive week: my portfolio rose almost 3%. I was down 11.6% in January, slightly worse than November and one of my worst months in the last few years.
I added a fair amount of ALSWF this week.  As the [...]

Absolute Software (ALSWF): Strong Buy
Business: Lo-Jack for Laptops laptop security and recovery product
Shares out(mm):         47
Stock Price:             11.09
Mkt Cap (mm):       $521
Rationale:
This is a high-growth company with a recognized product, protection from competition (patents and network effects), and hard to understand accounting.
LoJack for Laptops is a [...]