Gold Resource Corporation (NYSEMKT:GORO) is up almost 9 percent today, but it remains one of the cheapest stocks in the All Investable Screener with an acquirer’s multiple of 4.8 (it’s run from third cheapest to fifth cheapest today). There’s a lot to like about it: Lots of cash on the … Read More
Network-1 Technologies, Inc. (NYSEMKT:NTIP) $NTIP: Cash-rich, cheap and huge NOLS
Network-1 Technologies, Inc. (NYSEMKT:NTIP) is a very interesting stock in the Small and Micro Cap Screener. With a market cap of $42 million and net cash of $15 million, it has an enterprise value of just $27 million. It generated $4 million in operating income last year, which gives it an … Read More
YPF Sociedad Anonima (NYSE:YPF): Undervalued Argentinian Energy
YPF Sociedad Anonima (NYSE:YPF), the Argentinian energy company, has been beaten up over the last month, making it the fifth cheapest stock in the Large Cap Screener with an acquirer’s multiple of 6.87. It has a $10.2 billion market cap, a $15.4 billion enterprise value, and generated $2.3 billion in operating … Read More
Breeze-Eastern Corp (NYSEMKT:BZC) Special Offer
Breeze-Eastern Corp (NYSEMKT:BZC) is the 24th cheapest stock in the Small and Micro Cap Screener with an acquirer’s multiple of 8.89. It trades on a PE of 9.7 has an 11.4 FVF/EV yield. We’ve taken a deep dive into it over at Singular Diligence. We’re running a special for the readers … Read More
CSS Industries Inc (NYSE:CSS): Cheap, liquid and buying back stock
CSS Industries Inc (NYSE:CSS) is another particularly cheap stock in the All Investable Screener, with an acquirer’s multiple of 6.2. It has a market cap of $278 million; $106 million in cash and equivalents, and no debt, giving it an enterprise value of $172 million; and it has generated $28 million … Read More
Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC): Strong, Liquid Balance Sheet, and Undervalued.
Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) is one of the cheapest stocks in the All Investable Screener with an acquirer’s multiple of 5. It has a 10 percent FCF/EV yield, and has bought back 1 percent of its stock over the last 12 months. Long only, value investor and research analyst Arie … Read More
Computer Task Group Inc. (NASDAQ:CTG): Simple, Cheap, and Buying Back Stock
With an acquirer’s multiple of 4.8, Computer Task Group Inc. (NASDAQ:CTG) is the sixth cheapest stock in the Small and Micro Cap Screener. It’s an information technology (IT) solutions and staffing services company in North America and Europe. It has 3,900 employees. The company implements electronic health records; assists in the start-up … Read More
Global Sources Ltd. (Bermuda)(NASDAQ:GSOL) $GSOL announces buyback at $7.50 for 22% of outstanding stock; Up 25% this week
Global Sources Ltd. (Bermuda)(NASDAQ:GSOL), which I wrote about on May 28, announced a buyback this morning at $7.50. The stock has run up about 21 percent since. It’s still cheap, but it’s now bounced out of the All Investable Screener. It may be back if the buyback actually happens and the … Read More
Industrias Bachoco, S.A.B. de C.V. (NYSE:IBA) $IBA: Significantly undervalued; Change In Capital Structure Enhances Value
Industrias Bachoco, S.A.B. de C.V. (NYSE:IBA) is another stock on a great run that remains too cheap. I’ve owned it since Q3 2011, and I still hold it because it’s the third cheapest stock in the All Investable Screener. It has a market cap of $2.7B, an enterprise value of … Read More
Net 1 UEPS Technologies, Inc. (NASDAQ:UEPS) $UEPS: Strong cash flows, low debt, high margins, high growth
Net 1 UEPS Technologies, Inc. (NASDAQ:UEPS) has been on a tear in 2015, up almost 40 percent year-to-date. Even so, it’s still the tenth cheapest stock in the All Investable Screener with an acquirer’s multiple of 5.7, a PE of 7.7, and a FCF/EV yield of 14.7 percent. It’s bought back $7 … Read More
First Purchase Under Mechanical Investment Plan
By Bruce Murison, June 8, 2015 On June 8 Tobias published on this site my mechanical investment plan using the Acquirer’s Multiple. On June 4 I had established a dedicated account with $25,000 to trade the Plan. On June 8 I made the first trade. Specifically, I bought 594 shares of … Read More
TravelCenters of America LLC (NYSE:TA): Activists are circling
TravelCenters of America LLC (NYSE:TA) is the fourth cheapest stock in the All Investable Screener with an acquirer’s multiple of 4.83. It trades on a PE of <8, and OCF/EV of almost 30 percent. Keep an eye on FCF/EV, which is a little anemic at 2 percent. Deep value, contrarian … Read More
A Mechanical Investment Plan Using The Acquirer’s Multiple
Bruce Murison* contacted me at the start of June with an interesting proposition: He would open a dedicated account to trade the Acquirer’s Multiple All Investable Stocks Screen and post his strategy and results on the site. He thought knowing there was a public eye keeping him on the straight and narrow might assist with … Read More
Icahn on Wall Street Week
Click here if you’d like to see a current list of deeply undervalued takeover and activist targets using The Acquirer’s Multiple® (it’s free!), subscribe to The Acquirer’s Multiple® or connect with me on Twitter, LinkedIn or Facebook.
Hunting endangered species
Back in the spring of 1999, when the world was enamored of dot coms and not much else, three guys at Piper Jaffray, Daniel J. Donoghue, Michael R. Murphy and Mark Buckley, produced a superb research report called Wall Streets Endangered Species. The thesis of the paper was that there were a large … Read More
National American University Holdings Inc (NASDAQ:NAUH) is the most hated name in the most hated industry
National American University Holdngs Inc (NASDAQ:NAUH) may well be the most hated name in the most hated industry in the US–for-profit education–the bête noire for every value investor over the last 3 years. We’ve (almost) all bought them and lost money. I think it’s time for another look at the industry, and … Read More
RCI Hospitality Holdings, Inc. (NASDAQ:RICK) : Trash and Treasure
RCI Hospitality Holdings, Inc. (NASDAQ:RICK), at $11.72, is the eighth cheapest stock in the Small and Micro Cap Screener with an acquirer’s multiple of 5.57. RCI, formerly Rick’s Cabaret International, Inc., operates nightclubs that offer live adult entertainment, restaurant, and bar services primarily for “businessmen” in the United States. It operates adult nightclubs … Read More
Western Refining, Inc. (NYSE:WNR): Refined value
Western Refining, Inc. (NYSE:WNR) is the second cheapest stock in the Large Cap 1000 Screener (which is free), trading on an acquirer’s multiple of 5.9. It produces refined oil products at three refineries: one in El Paso, Texas, one near Gallup, New Mexico and one in St. Paul Park, Minnesota. WNR sells … Read More
Humana Inc (NYSE:HUM) seeks a bid, and exits the screen; Up 20+ percent for the week
Humana Inc (NYSE:HUM), one of my very long-term portfolio holdings is seeking a sale. Humana, one of the country’s largest health insurers, is weighing a potential sale of itself after having been approached by several competitors, people briefed on the matter said on Friday. … Any deal for Humana would … Read More
FutureFuel Corp. (NYSE:FF) has a liquid balance sheet, and it’s cheap
At $11.59 FutureFuel Corp. (NYSE:FF) has an acquirer’s multiple of 4.4 and is another cheap company in the All Investable Screener. It manufactures and sells diversified chemical products, bio-based products, and bio-based specialty chemical products in the United States and internationally. FF has a $511 million market cap, $164 million in … Read More