Every rally is a selling opportunity for the QQQ and the high valuation equities here, while MSFT, INTC, OSK, VALE, FCX, NWLI, ASI, KCLI, JNJ, COP, HES, etc… look undervalued here….
Be ready to sell rips and buy dips (AS ALWAYS) in the next few weeks… Keep in mind that the Europe problems are far worse than anyone can imagine.
Corruption and Lies are in a BULL MARKET!
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
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
