Interim update on my positions

Investment Analysis Clubs Saul’s Investing Discussions
5

Hi Saul,

Great board! Many kudos to you for being so generous with your time and expertise.

I think there are two screaming buys out there right now:

  1. UBNT – for all the reasons you have been saying. No need to repeat them here.

  2. AVO (Avigilon) on the Toronto Stock Exchange, AIOCF OTC. High growth, video surveillance soup-to-nuts products, great recent results, and stock price crushed by departure of CFO one day before earnings. CEO has since repeatedly said it was truly a health issue and that AVO is in great shape, the best ever.

I have recently bought full positions in both of these companies and, despite the overall elevated market, plan to buy trading positions if there are further dips.

For AVO, see:

http://news.morningstar.com/all/ViewNews.aspx?article=/CNW/2…

Also see the following excellent thread on MF SA boards (subscription required):

http://discussion.fool.com/1081/avigilon-fastest-growing-canadia…

I would truly appreciate any contrary thoughts; I fear I am too positive on these opportunities and thus may be missing something.

BA

P.s. You know, I thought my above humorous post about channel checks was just hilarious! I guess this may be another case where I am relying too much on my own views . . . .

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