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February Ben Graham Net-Net Pick: A British fabric importer that has attracted the attention of two activist investors

February 08, 2014

February Ben Graham Net-Net pick is a fabric importer whose German subsidiary has a market leading position. They sell at 82% of NCAV and 70% of book value. The company is profitable and has attracted the attention of two savvy investors.

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The Ben Graham: Net-Net Newsletter’s February’s pick is a fabric importer. The company:

  • Is selling at 82% of NCAV and 70% of BV.
  • They are profitable and have been growing their equity value.
  • The company has focused on reducing their debt, and has been successful.
  • Two activist investors own 45% of the company and have a strong influence on the Board.

Download your copy of the Ben Graham: Net-Net Newsletter today

“It always seemed, and still seems, ridiculously simple to say that if one can acquire a diversified group of stocks at a price less than the applicable net current assets alone...the results should be quite satisfactory. They were so, in our experience, for more than 30 years.”- Ben Graham

What’s a Net-Net?

A net current asset value bargain—or net-net—is a stock selling for less than the value of its current assets—cash, receivables, and inventory—minus all liabilities. Basically, it’s a stock selling for less than its liquidation value.

What’s the Ben Graham: Net-Net Newsletter?

GuruFocus’s Ben Graham: Net-Net Newsletter is written by Nate Tobik. It picks one new net-net every month. The newsletter goes out to subscribers on the first Friday of the month. The newsletter looks for stocks that have both a tangible margin of safety and reasonable upside potential.

So, download your copy of the Ben Graham: Net-Net Newsletter today


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