Non subscribers of the Stocks Under $20 portfolio missed out on a huge day Thursday. That day featured three portfolio companies that all had gains of 13% or more. That capped a nice trading day where almost the entire portfolio was up and the stocks continue to gain ground in 2015, after a disappointing 2014.

The three stocks that had huge gains were:

Glu Mobile (GLUU): +30.7%

Highpower (HPJ): +16.9%

Cemex (CX): +13.5%

I am writing an entire blog position on Glu Mobile, that will only be available to subscribers. Keep in mind that this was the first stock ever owned by the Stocks Under $20 portfolio. It also was at one point the largest holding before a partial stake was sold to diversify and allow cash to shift into new stocks.

Cemex saw a large gain after reporting quarterly earnings. The stock is one of two large holdings in the portfolio that center on the growth I see coming in Mexico. I continue to think the country is one of the top ten international markets investors should be in.

I will highlight Highpower’s move as the company is one of several that sit in the portfolio trading down. Several similar companies were bought with huge catalysts and are waiting to break out as they use their technology or intellectual property to boost revenue and earnings.

HIghpower announced a multimillion dollar order involving iPhone cases. This order comes from Mophie, a company many now recognize from their Super Bowl commercial (the one where God sees low battery on his phone). Mophie is the number one selling battery case manufacturer in North America.

Mohpie is using Highpower for lithium polymer batteries for iPhone 6 and iPhone 6 Plus cases. The cases will be available in AT&T stores, other retail outlets, and on Amazon.com. This deal strengthens my bullish views on Highpower. Of course, the deal also continues the company’s shift to lithium batteries, which have a higher gross margin than NiMH.

In the third quarter, revenue increased 14.5%, led by a 40.8% increase in lithium battery sales. Over the nine month period, overall sales increased 18.4% to $111.8 million. Lithium sales showed a narrower gap in the third quarter, where their revenue contribution was $21.1 million vs NiMH at $22.5 million.

If you haven’t had a chance to check Highpower out, I suggest you do so. Follow along with the Stocks Under $20 portfolio for more insight on why GLUU and CX were up so much and what’s in store down the road. Also subscribe now to get my newest picks later this week.

Cheers and Happy Investing

Chris