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The reason why small investors can out gain the big boys is due to these small to micro cap companies. Include OTC stocks and you’ve got yourself a vast empty playing ground filled with deep value investing opportunities.
Here is a list of 8 very cheap stocks, all trading below my favorite metric, net net working capital. Had to go through about 70 stocks to find these 8 that are still cheap compared to its asset value.
| Ticker | NNWC Per Share | Current Price | Discount | Comments |
|---|---|---|---|---|
| SODI | $2.4 | $2.2 | 8% | Looks to be a good pick. Good SODI write up. Go to the value investing forum. Assets look to be of high quality, reliable with very little debt. Ongoing basis stock valuation at around $4.50 which is a significant discount to intrinsic value. |
| FORD | $2.64 | $2.02 | 23% | A value stock that has popped up quite often. Discussed underFORD topic in the forum as well. |
| NCTY | $8.52 | $7.18 | 16% | Chinese company involved in multiplayer internet games. Mostly made up of cash. |
| INSM | $0.92 | $0.74 | 19% | Insmed still very cheap. Refer to my latest valuation and INSM financial statement analysis. |
| SIG | $33.73 | $25.41 | 25% | Missed picking up SIG when it was below $10. Should've would've could've. Still cheap but a lot of it is made up of receivables and inventory. |
| HLYS | $2.36 | $2.05 | 13% | Not sure how this fad company will get back up. Company has plenty of cash but i wonder whether a turnaround will ever be possible. |
| TSRI | $2.57 | $2.35 | 8% | An IT outsourcing company. Cheaper than MHH, but I like MHH much better which is why I never bought it. |
| AMGY | $0.6 | $0.5 | 17% | A tiny OTC company. Another Chinese company that uses American in their name. No idea why. But I've realised I don't like any that do. |
In PDF format available for download.
Jae Jun
Old School Value.
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