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Deewar25

07/30/09 12:19 PM

#216071 RE: twelvebuttons #215990

thanks for that DRAD...scanner material - have it setup for high cash, low debt (takes out the garbage banks), and net margins -10% and better (grabs the 'turnaround' plays)...check the tangibles, compare to the market cap - easy stuff. Very few left out there as cheap as that one on that basis though. CLZR is another that has 200% to go before its fairly valued, but it does have lawsuit overhang that holds it back a bit, but no idea on timeframe as its been dragging on for a couple years.

I am also high high high on SMED, but that is more on earnings & current events angle. That one is 'fairly' worth $12-14 on what we know, and I bet we will see upward surprise with h1n1. Top it off, there is a USAF contract awaiting answer on, and any major hurricane, this hits serious paydirt. More subtle angle on top of that is the fact that recession leads to homeless leads to heroin junkies leading to heavy need for safe needle disposal. SMED is an absolute home run these days.

Higher priced on earnings, HITK should still see double/triple from here - slower/higher priced play thou.