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October 5, 2019

Coffee Holding Company (JVA) Deep Value Play

Coffee Holding (JVA) is back around deep value territory after spiking to $7 a share earlier in the year. It's now below $4 a share and I calculated net tangible asset value at $21 million or about $3.77 a share. Net current asset value is not much lower at $18.7 million or $3.35 a share. To me $3.35 to $3.77 roughly is the floor for the stock at such a discount. It's a crazy discount because this company is profitable, growing and in a good industry. I have a small position and will be adding if it continues to dip below NTAV and NCAV.

September 5, 2019

I Started A Patreon Page

Hello my loyal followers. I just set up a Patreon Page. Become a Patron here!

 If you aren't familiar with it I will tell you a little about it. You can also read about it here. It allows content creators like myself to run a subscription membership. It takes donations that are recurring and billed monthly. That said I will not be changing anything I have been doing or going subscription only at this time. My intent on setting this up is to simply take donations for my continued work on this blog and Twitter. I am very active on my Twitter and continue to post a lot of great alerts. All of my posts and everything will stay public and by donating monthly you will simply be supporting my efforts. At some time in the future I may start cranking out a ton of content on a paid membership only tier that I could post value stocks on like I used to do with net current asset and net tangible asset value stocks and another with trading alerts.

July 18, 2019

Gold Play Setting Up

I've been posting on Twitter about the technical setup forming on gold. I'm long some GLD I picked up a couple weeks ago or so. I'm going to buy more gold via an ETF or maybe even a leveraged ETF or mining ETF if gold starts to breakout again. I suspect if the FED cuts rates at all gold is going to rocket and not look back. I'm watching the futures themselves to see what happens of this triangular bull flag. The physical trust ETFs and some gold mining stocks are really running already. JNUG is a big breakout. Lots of breakouts like on CEF, AG, PSLV etc.

February 16, 2019

Long Opportunities Keep Working

I've been posting most of my entries and exits on Twitter lately. I have a lot of core positions I have had for months and years. Some of my favorite stocks with great fundamentals I hold include Planet Fitness (PLNT) which I am up 197% since buying at the IPO. I sold most of my shares of it pretty recently to protect profits. I intend to keep holding my remaining shares for a long-time. One of my new favorites I've been holding awhile is Innovative Industrial Properties (IIPR) which is a cannabis/marijuana REIT. Not only does it have a great dividend being a REIT but it is also performing exceptionally well this year. I also have held Canopy (CGC) and Aphria (APHA). I'm down on Aphria with a $15 cost basis. I recently took a trade in gold with UGL. Bought MITK, APPS, BBBY and CDE. Took a loss on QNST. These are just some of the stocks I hold and have been trading.