The ideas were selected based on multiple value attributes.
The categories for consideration were
Insider buying; share buybacks; debt reduction ; deep value discount
to industry peers; large price underperformance; real estate; dividends; consistent above average earnings; valuation discount based on enterprise
value to EBIT, EBITDA,GP, and tangible assets ; growing book value and sales;,
improving GM%
TWOC (see post above "TWOC: Trans World Corporation (OTC Listed Value)"
MFLX:Multi-Fineline Electronix, Inc. “provides
printed circuit and component assembly
solutions to the electronics industry. The Company's services include design
and application engineering, prototyping and high-volume manufacturing, and
turnkey component assembly and testing”
MFLX value has been enhanced with a -45% price change over
52 weeks near 3 year low. It now trades at historical low valuation based on
P/B. P/B is .79 near 10 year low of .80 versus 6 year average of 1.30, P/S .40
versus 5 year average of .70. and close to 3 year low of .40. Margins have been on the decline but margins
mean revert in this industry
Strong financial position and outsized industry under performance makes MFLX a micro cap value stock that is likely to mean revert. The most
recently reported quarter 12/31/12 revenue increased by 21% to 289.7M.
MFLX Price on 04/22/13 = $14.02
Market Cap:357.87M ; Enterprise Value:256.44M
Price/Sales 0.40; Price/Book:0.77
Enterprise Value/Revenue:0.30 ; Enterprise Value/EBITDA:3.17
Qtrly Revenue Growth:21.00% ; Total Cash Per Share:3.90
52-Week Change:-44.73% ; Held by Insiders: 63.22%
SYNC
Price on 04/22/13 = $2.86
FMAO:
This conservative stock has slowly moved
higher but is worth a look. Recognize that it’s trading close to 3 year highs
for price and price to sales. It still trades a nice discount to book value.
Current dividend yield is 3.80%.
FMAO: Price on 04/22/13 =
$22.25 up from the previous day close of $21.55
Market Cap:103.53M; Enterprise
Value:124.93M
Trailing P/E:10.68
Price/Sales: 2.78 ; Price/Book:0.94
; Enterprise Value/Revenue:3.35
Qtrly Revenue Growth:2.20% ; 52-Week
Change:3.97%
The Bank owns all of its office
locations, with the exception of Angola, Indiana. They own a total of 17
properties all on the books below fair
market value. Above industry averages for ROA, Net Margins, ROE, Debt to Equity
OIIM:
ELSE:Price on 04/22/13 = $4.38
