Paul Mueller Co. (MUEL)

[ZachBuffett]

Yeah, I was trying to get some more shares at 31 before SSK ruined it for me.

I'm not concerned about their cash position, because they don't seem to be at all. Through 9 months of 2013, they generated 9.4 million in operating cash, which they used for paying down debt and for the highest level of capital expenditures since pre-recession levels. They even repurchased stock.

This is the management that has led the turnaround since 2010, I trust that they aren't spreading themselves thin. This was the company that was blindsided by the downturn after paying out constant massive dividends; I'd like to think the BOD learned from those mistakes.