1. HAST
2. NWLI
3. JASO
4. RIMM
5. KO
6. ACE
7. INTC
8. MSFT
9. HPQ
10. GBR
11. HWG
12. VOXX — short the September $7.50 put options
13.AYR
14. USU
15. KEP
15. GD
16. NEM
17. AWX
18. CVX
19. COP
20. STO
Tag Archive for HWG
Net Net Investment Ideas
HAST — Around 40% of tangible book, 4X free cash flow, large insider ownership, popular retail store model, digital music downloads, 1MM hits a month on web site (approximating), new and used thrift store model is recession beater, low cost leadership…
VII — 2/3 of tangible book value, losses under control, technology business that could rebound in the near future.
GBR — $5MM market cap, $18MM in tangible book value… retirement home/community, nat gas reserves, very cheap company
VOXX — Audiovoxx is a larger cap net net stock… Price to book ar 50% or lower, acquisition of Klipsch could be accretive to earnings, which have been positive in recent years…
AWX — Avalon Holdings trading for just 25% or so of tangible book.. Golf courses and Waste Management business… solid cash flows from operating activities… could run back to $9 or so as it did a few years ago.
NWLI — Life insurace… cheap name, undervalued, oversold, underloved. High insider ownership, well run, low price to earnings and price to book under 50%…
HWG — Hallwood Group, textiles, trading for less than half of a growing book value
TBAC– Tandy Brands, turnaround, net net, $5.14 in tangible book value, new management, price to sales of .10X
One comment
AWX, HAST, HWG, Investment, Investment Ideas, Net Net, NWLI, TBAC, VII
