The Blog

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

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), 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) 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

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

Global Sources Ltd. (NASDAQ:GSOL) at $5.64 trades on a extremely discounted acquirer’s multiple of 4.2, making it the third cheapest stock in the All Investable Screener. It’s a Hong-Kong based business-to-business media company that facilitates trade from Greater China to the world, which likely goes some way to explaining the … Read More

Valero Energy Corporation (NYSE:VLO) is the cheapest stock in the Acquirer’s Multiple Large Cap 1000 screener. Like AGX, it’s another stock that I’ve been pitching for six months (here I am pitching it to Jeff Macke as a takeover target last year). While it’s up more than +22 percent since, it … Read More

Norsat International Inc (USA) (NYSEMKT:NSAT) is a Canada-based satellite communications company and, with an acquirer’s multiple of 7.36, a member of the Small and Micro Cap Screener. Norsat’s business units include microwave products; satellite terminals, including portable satellite systems; Sinclair Division, through which Norsat provides industry leading antenna and RF conditioning products, … Read More

One of my favorite stocks in the Small and Micro Cap Screener is InTEST Corporation (NYSEMKT:INTT). It’s a ~$50 million market cap with a $27 million enterprise value generating 19 percent yield in operating earnings and cash flow. Nick Bodnar, a new contributor to the site, likes the stock too. Here’s why: … Read More

I’ve been pitching Argan, Inc. (NYSE:AGX) every chance I’ve had over the last 6 months. I pitched it on Bloomberg radio in October last year, and then again in December when Carol Massar reminded me it was down 15 percent. It’s back to where it was in October. It’s one of … Read More

Nevsun Resources Limited (NSU), an African gold, copper, zinc, and silver miner, trades on a sub-2 acquirer’s multiple and is the cheapest stock the All Investable Screen.  It’s got an $820 million market cap with a $530 million enterprise value and trailing twelve-month operating earnings of $269 million (AM = … Read More

Micro cap special situations investor John Leonard, CFA has an interesting take on Natural Alternatives International, Inc. (NASDAQ:NAII), #5 in the Small and Micro Cap Screener. It closed at $5.65 today, but it’s worth $10+. Highlights Financial strength ($17 million in cash or ~ 56% of market cap and no debt) Low … Read More

A nice note from contrarian investor Nicholas Bodnar on Emerson Radio (MSN), the cheapest stock in the Small and Micro Cap Screener. The stock’s at $1.35 with cash backing of $1.45. It’s a rare stock that trades at a discount to NCAV, and cash, which, even with a terrible business, makes it a free … Read More