8/16/2015

4 Financially Strong Obscure Stocks With Consensus Insider Buying = Expected Abnormal Returns


Click to view quotes on the stocks below;    TZOO, NWY, IBAL,SIF



Travelzoo Inc. (TZOO) $8.76 opening price 08/17/15

"Travelzoo Inc. is an Internet media company, which informs over 27 million subscribers, as well as millions of Web site users, about the travel and entertainment deals available from thousands of Companies." Morningstar

TZOO is a contrarian idea; down -49.34% over the prior 52 weeks, price per share near its 5 year low, P/S and P/B near 5 year low with an aggressive share count reduction from 16.44M for the period ending 2009 to the MRQ balance of 14.73M. Material consensus insider buying at prices greater than current price (see below).

Market Cap: 131.54M , Enterprise Value:   73.58M
Enterprise Value/Revenue:  0.54 , Enterprise Value/EBITDA (ttm): 8.48
Qtrly Revenue Growth (yoy):   -7.60%
Gross Profit (ttm):  124.17M , EBITDA (ttm):  8.67M
Total Cash (mrq):    55.90M , Total Cash Per Share (mrq):   3.80
Total Debt (mrq):     0.00 , Current Ratio (mrq):   2.32,
 52-Week High (Aug 25, 2014):   17.50, 52-Week Low (Feb 10, 2015):    8.45
Shares Outstanding:  14.73M, Float:  6.45M
% Held by Insiders:  52.32% , % Held by Institutions: 38.10%
Short % of Float (as of Jul 31, 2015): 6.10%




















New York and Company Inc. (NWY) $2.10 opening price 08/17/15


New York and Company is a specialty retailer of women's fashion apparel & accessories. Focus on the modern work fashion for women. As of March 19, 2015, it operated 504 in 43 states.  NWY founded in 1918 .

NWY is a turnaround story in Women's fashion retailing. Turnaround plans in Women's retailing left many companies dead over the past few years. So the stock has risk given the industry and fast moving financial health of retail apparel inventory.

Value shop Royce have recently been adding to its position. From a contrarian point of view NWY is near its 5 year low in price, 3 year low in P/B and P/S valuation.

Market Cap: 134.78M, Enterprise Value: 101.51M
Enterprise Value/Revenue (ttm): 0.11 , Enterprise Value/EBITDA (ttm): 5.11
Qtrly Revenue Growth (yoy): 1.70%
Gross Profit (ttm): 249.78M , EBITDA (ttm): 19.87M
Total Cash (mrq): 48.41M , Total Cash Per Share (mrq): 0.77
Total Debt (mrq): 14.50M , Total Debt/Equity (mrq): 15.19
Current Ratio (mrq): 1.30 , Book Value Per Share (mrq): 1.52
Operating Cash Flow (ttm): 16.07M , Free Cash Flow (ttm): 9.08M
52-Week Change: -29.74%
52-Week High (Aug 25, 2014): 3.63 , 52-Week Low (Mar 10, 2015)3: 2.06
Shares Outstanding: 64.18M , Float: 25.91M
% Held by Insiders: 52.02%,   % Held by Institutions: 42.10%
Short % of Float: 1.10%













































International Baler Corp. (IBAL)  $1.75 opening price 08/17/15

International Baler Corp is a manufacturer of largest and most diversified product line in the baler industry.  Since 1945 IBAL has been a leader in design and manufacture of commercial and industrial recycling equipment with over 20,000 units shipped worldwide.


Market Cap: 9.33M , Enterprise Value:   8.05MPrice/Book (mrq):  1.14 , Enterprise Value/Revenue (ttm):   0.40
Enterprise Value/EBITDA (ttm): 5.45
Revenue (ttm):  19.90M , Revenue Per Share (ttm):    3.84
Qtrly Revenue Growth (yoy): 31.50%
Gross Profit (ttm): 4.21M , EBITDA (ttm):1.48M
Total Cash (mrq): 1.06M , Total Cash Per Share (mrq): 0.20
Current Ratio (mrq):  3.57 , Book Value Per Share (mrq):1.53
52-Week Change: -15.53%
52-Week High(Mar 5, 2015): 2.50 , 52-Week Low(Jul 31, 2015): 1.60
Shares Outstanding:5.18M , Float:  480.44K






























SIFCO Industries Inc. (SIF) $12.65 opening price 08/17/15

Sifco Industries Inc produces forgings and machined components for the Aerospace and Energy market.  The company has operations in the United States, the United Kingdom, Sweden, and France. SIFCO Industries was founded in 1916 headquartered in Ohio.


Market Cap: 71.37M , Enterprise Value: 85.54M
Price/Book (mrq): 0.92 , Enterprise Value/Revenue (ttm): 0.80
Enterprise Value/EBITDA (ttm): 16.64
Revenue (ttm): 106.37M , Revenue Per Share (ttm): 19.59
Qtrly Revenue Growth (yoy): -7.40%
Gross Profit (ttm): 25.92M, EBITDA (ttm): 5.14M
Total Cash (mrq): 22.77M , Total Cash Per Share (mrq): 4.16
Total Debt (mrq): 38.87M , Total Debt/Equity (mrq): 51.62
Current Ratio (mrq): 3.90 , Book Value Per Share (mrq): 13.77
52-Week Change: -54.02%
52-Week High (Nov 3, 2014): 35.27 , 52-Week Low (Aug 6, 2015): 11.57

Shares Outstanding: 5.45M , Float: 2.17M
% Held by Insiders: 52.48%
, % Held by Institutions: 31.00%
Trailing Annual Dividend Yield: 1.60%