Cobalt and software/distuptors

I have to thank cobalt (AVL and AUZ) explorers and software/disruptors (HUB, NWL, WTC, IRI and TNE) for rewarding me with very nice alpha today.  It is also nice to know that what I jettisoned have mostly fallen in price.  However, one went up a lot but how was I to know there was going to be a takeover?

I can't say I have been a contrarian for these stocks because while I have been topping up, it is usually when it goes down from previous days' rise and rise.  However, it is great to top-up and find the share price is going up further.  Well, sometimes it did fall too but overall I have done well over the last 2 months switch from non-performers/losses to these new stocks.