SHU portfolio holdings

[admin]

• b2500RMBL at $4.65 on Jun 13 2019
  

Quite a speculative buy but we feel the upside could be very substantial

[admin]

• We closed our position of 5000 OESX at $3.77
  
• We bought these in June for $2.70
  
• So the profit is $5035 for less than six month holding the stock.
  

[admin]

We're buying 2500 shares Stage Stores at $3.27

• While the reduced guidance is certainly disappointing, the bulk of the conversion to the offprice format which is the driver of the improvement is still in front of us. 
  
• Only a fraction of the +17% comps in Q3 was produced by conversions, we never fully understood where that came from and it was likely to be a one-off sales effect.
  

[admin]

We're buying 200 shares NSSC at $22.07 on February 5 2020.

• Sell-off is overdone on the basis of their biggest distributor running down inventories
  
• New products and good market opportunities (like schools) continue
  
• Rapidly rising recurring revenues increasing margins
  
• Healthy balance sheet.
  

[admin]

We're buying 1000 shares in LiveRamp (RAMP) for the SHU portfolio at $39.03, article will follow on SA.

[admin]

• Buying 1000 APPS at $7.15
  
• Article