Raising Cash by Selling From These 2 Small-Cap Positions
Despite these planned sales, we’re not making a statement about the stocks involved.
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Last Thursday, President Donald Trump signed a memorandum aimed at ushering in a “Golden Age of Space Transportation,” announcing a goal of enabling more than 1,000 U.S. launches and reentries per year by 2030. The memorandum directs federal agencies to incentivize the development of space transportation infrastructure by working with private-sector partners.
The memorandum also calls for expedited permitting and environmental reviews, the establishment of fair and transparent cost-recovery policies and the development of range-scheduling criteria.
In addition, the memorandum calls for government agencies to develop a space transportation industrial-base strategy, streamline procurement and facilitate commercial transportation to and from the moon. There is also a call to support commercial robotic access to Mars, and to explore commercial opportunities for human missions to and from Mars.
Other Portfolio News
Evolv Technologies (EVLV)
Last week, portfolio holding Evolv Technologies announced that it had recently completed a multi-year extension of its hardware and software subscription agreement with the Houston Texans of the National Football League. The deal expands and extends the original agreement from 2023.
Juan Rodriguez, the Texans’ chief venue officer, commented, “With the new eXpedite systems, we will extend those benefits to provide an even smoother arrival experience available to guests and staff with large bags.”
Ocular Therapeutix (OCUL)
Last Thursday, analyst Tazeen Ahmad of Bank of America reiterated her “buy” rating on OCUL as well as her $27 target price. Ahmad is rated at five stars out of five by TipRanks. She has compiled a 63% success rate over the past two years while generating an average return of 7.7%.
Ondas Inc (ONDS)
Last week, portfolio holding Ondas Inc announced that the firm had entered into a definitive agreement to acquire Aran Defense. The acquisition would add multidisciplinary defense engineering manufacturing operations to support local growing demand for Ondas’ autonomous platform solutions. This would also expand Ondas’ local manufacturing and industrialization capacity in Israel, providing dedicated engineering, integration and production resources to support increasing demand across the company’s autonomous defense businesses. Under the terms of the deal, Ondas will acquire the business for approximately $33 million in cash or Ondas common stock. The transaction is expected to close during Q3 2026.
In addition, last week, analyst Timothy Horan of Oppenheimer reiterated his “buy” rating on ONDS as well as his $18 target price. Horan is rated at five stars out of five by TipRanks. He has compiled a 58% success rate over the past two years while generating an average return of 9%.
Also, last week, analyst Scott Searle of Roth MKM reiterated his “buy” rating on ONDS as well as his $13 target price. Searle is rated at five stars out of five by TipRanks. He has compiled just a 46% success rate over the past two years but has generated an average return of 13.8%.
Rocket Lab (RKLB)
Last week, in response to the Space Force deal that we discussed last Tuesday, analyst Andre Madrid of BTIG reiterated his “hold” rating on RKLB without setting a target price. Madrid is rated at five stars out of five by TipRanks. He has compiled a 66% success rate over the past two years while generating an average return of 31.1%.
Smith & Wesson Brands (SWBI)
Last week, portfolio holding Smith & Wesson posted a fiscal Q4 adjusted EPS of $0.36 on revenue of $178.4 million (+26.7% year over year). These top- and bottom-line numbers both decisively beat Wall Street’s expectations. CFO Deana McPherson guided analysts towards a higher FY 2027 revenue profile, commenting, “we expect our full fiscal 2027 revenue to grow in mid-single digits compared to full fiscal 2026. We believe our first quarter revenues will be approximately 15% to 20% higher than last year, with margins a point or 2 higher on increased volume.”
Last Tuesday’s Intention vs Actual Trade
Intention: Purchase 2 shares of RKLB at or close to the last sale of $79.80
Actual trade: Bought 2 shares of RKLB at $79.25
Monday’s Intentions
These sales are not in any way a statement concerning the stocks involved or our interest in them. This is just a portfolio manager taking action to create some cash.
Sell 25 shares of ONDS at or close to the last sale of $8.71.
Sell 50 shares of (ALTO) at or closer to the last sale of $4.38.
Current Positions
Long 300 shares of ALTO at $5.0782. Target price: $8. Last sale: $4.38.
Long 85 shares of EVLV at $5.8876. Target price: $8.50. Last sale: $5.34.
Long 100 shares of OCUL at $8.3545. Target price: $11. Last sale: $11.08.
Short one OCUL $11 Sep 18th call at $1.65, Last sale: $0.70.
Long 275 shares of ONDS at $8.491. Target price: $14. Last sale: $8.71.
Long 50 shares of (PL) at $24.4758. Target price: $46. Last sale: $22.29.
Long 10 shares of RKLB at $73.041. Target price: $101. Last sale: $72.57.
Long 100 shares of (SOFI) at $15.7153. Target price: $24. Last sale: $18.91.
Long 50 shares of SWBI at $15.2614. Target Price: $19. Last sale: $14.10.
Long 100 shares of (VELO) at $12.2986. Target price: $21. Last sale: $13.29.
Cash: $25.22.
Portfolio Value: $10,982.07, +9.8% from inception on March 24.
At the time of publication, Guilfoyle was long ALTO, EVLV, OCUL, ONDS, PL, RKLB, SOFI, SWBI and VELO.
