My efforts came up with several ideas out of thousands that have attributes that warrant a closer look.
The group has very low valuations, large cash balances, positive cash flow, 2011 insider buying for a few and clearly overlooked hiding in the shadows of Wall Street's pink sheets. More analysis will be provided in future updates. The discovered ideas are worth sharing after the work showed promise. But further work is required.
Please click to view the prices and data on all ideas below from Yahoo
Please click to view the prices and data on all ideas below from Yahoo
OPST.PK : Opt Sciences Corp , cheap valuation, cash, real estate
Marke Cap = 10.46 million
EV = 1.17 million
Cash per share = 11.99
EV Per share = 1.50
EV/Revenue = .19
Current price = $13.50
Marke Cap = 10.46 million
EV = 1.17 million
Cash per share = 11.99
EV Per share = 1.50
EV/Revenue = .19
Current price = $13.50
YOY quarterly revenue improvement of 25.50%
Improved GP% 34.3 for the TTM versus 26% for 2009
This profitable company started in 1956 could be selling below current breakup value.
Improved GP% 34.3 for the TTM versus 26% for 2009
Real Estate: Principal office and manufacturing facility located in the East Riverton Section of Cinnaminson, New Jersey They own this 1.4 acre property.
"Opt-Sciences Corporation, through its subsidiary, O & S Research, Inc., deposits anti-glare and/or transparent conductive optical coatings on glass used primarily to cover instrument panels in aircraft cockpits. Its products enable pilots to read aircraft instruments in direct sunlight or at night, or in covert situations using appropriate night vision filters"
This profitable company started in 1956 could be selling below current breakup value.
MRVC.PK MRV Communications cash balance is 81% of the market cap.
Current price =$1.22
Cash per share = .98
Market Cap = 192 million
EV = 53 million
EV/Sales = .20
EV/EBITDA = 2.90
Current price =$1.22
Cash per share = .98
Market Cap = 192 million
EV = 53 million
EV/Sales = .20
EV/EBITDA = 2.90
SCND.PK Scientific Industries
Current price = $3.16
EV/EBITDA = 1.94
EV/Revenue = .26
YOY Quarterly revenue change = 4.90%
Price/Cash Flow = 4.3
ROIC = 13.66 improved compared to historical results
GM% = 38.49% improved compared to historical results
Strong insider buying during 2011
Current price = $3.16
EV/EBITDA = 1.94
EV/Revenue = .26
YOY Quarterly revenue change = 4.90%
Price/Cash Flow = 4.3
ROIC = 13.66 improved compared to historical results
GM% = 38.49% improved compared to historical results
Strong insider buying during 2011
Current price = $17.25
Stable dividend yield over 6%
real estate
Strong insider buying 2011
FOFI.PK : First Opportunity Fund, Inc.
real estate
Strong insider buying 2011
FOFI.PK : First Opportunity Fund, Inc.
closed end fund trading at a large discount to nav = 9.19
Current market price = $7.10
First Opportunity Fund, Inc. operates as a closed-end and diversified management investment company
Strong insider buying 2011
SPGZ.PK Spectrum Group International Inc.
Risky stock due to its massive debt. but this once 34 dollar stock has an interesting
"trading and collectibles network serving both collectors and dealers. The company operates in two segments: Trading and Collectibles. The Trading segment trades in precious metals, such as gold, silver, platinum, and palladium in the form of coins, bars, wafers, and grain; provides precious metals merchant services, including leasing, consignments, and hedging; and operates as a distributor for various government mints worldwide, as well as offers loans on precious metals and rare coin and other collectibles collateral to coin dealers, collectors, and investors."
top line is outstanding with a 17% YOY quarterly growth.
