NAII
I bought some NAII today at $11.50. I was hoping for it to drop in the 10's but that never happened, and it looks like it might start to get going so I bought in today around $11.50. here is what I like.
1) Healthy balance sheet, with almost $3 a share in cash.
2) Excellent guidnece out of the company, conservatively I think they can earn $1.60 this year with a chance at $1.80-1.90. Stock deserves at least a 10 multiple hence stock should trade at least 30% higher and as I said I'm being very conservative.
Conclusion: In recap why I like it is cheap, good growth, and great balance sheet, my main concern is customer concentration, which will limit my position, but I figure at these price why not take a small position I like it, and think it has significant upside from here. All is just my opinion, and I could always be wrong though.