Harte-Hanks Inc. (HHS)

[littlefish]

I think this company is finally worth a look given the nascent turnaround started in revenues (Q1 bottomed out) even during the pandemic and the massive overhaul of cost cutting is mostly done.

They've streamlined the business while updating themselves to a more cloud oriented light asset business model with a forecast to be free cashflow positive by Q3 2021. They do have some more settling in to do in the coming couple quarters but their pipeline numbers and CCs are starting to sound more upbeat although the defined benefit pension liability is always a risk.

There's been some insider buying lately. Throw in the sweeteners like the tax breaks and PPP loan to likely be forgiven and the company is actually the healthiest it has been in many years with a tiny market cap given the potential leverage of revenues. The CEO has a solid background as well. Nobody is watching them currently so they are pretty much unfollowed too. Still early to see how this goes but it looks interesting to me given the potential if their business picks up even a little bit.

All in my opinion only.

PS-I've liked the work you've done on I-Hub over the years. I'm pretty sure I remember you when we were trying to expose some basic fraudulent-looking P&D companies (plastic to oil comes to mind? And probably a few others).