Thanks for the list Justin.
Are you long HQS? I'm pretty bearish on that one. They sell cheap for a reason: the management continues to dilute the shareholder out of any possible upside. Consider that half the market cap of the company is in cash right now, and yet they just finished registering another round of shares for a potential offering.
They seem to have no grasp of how to employ assets as a business. The company's ROA is like 3%--you can get a better return on your money in treasuries. Granted, the earnings have grown over the last three years, but repeated dilution has caused the EPS to essentially remain constant. The stock is one of the worst performing small caps so far this year--it is basically sitting around it's March low right now. Despite its valuation, it still manages to bleed a few percentage points every day, almost like clockwork. I'd stay away.