Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (11895)	1/18/2001 12:16:48 AM
From: Q.	Read Replies (4) \| Respond to of 78627

Here are results from a net-net screen. I looked for NCA < 0.667 of stock price. (235 stocks survived) I applied additional filters to reduce the list: stock price > 2 market cap > $10 M not traded on OTCBB current ratio > 1.5 (this eliminates some companies that have both huge current assets and huge current liabilities, but a small difference in those values) eps TTM > 0 (this eliminates about 2/3 of the remaining stocks) Here are the survivors. Dollar amounts, except for share price, are in millions. (The market caps are typically only $10 - $40 M.) quote.yahoo.com Ticker Name Price MarketCap netnetratio Exchange netcurrentassets ROE_TTM Current Ratio 1. AIII Autologic Information Int 2.406 13.926 0.487 NASD 28.575 0.90 2.82 2. DSET DSET Corporation 2.500 28.833 0.561 NASD 51.401 4.71 5.19 3. DUCK Duckwall-ALCO Stores, Inc 5.875 25.968 0.504 NASD 51.495 6.45 3.33 4. EBTI eBT International, Inc. 2.438 40.622 0.597 NASD 68.062 12.74 6.30 5. EBSC Elder-Beerman Stores, The 3.375 38.600 0.460 NASD 83.830 1.35 4.70 6. FRDM Friedman's Inc. 5.688 82.374 0.567 NASD 145.306 9.56 4.49 7. LFAY Leslie Fay Company, Inc. 2.750 13.973 0.462 NASD 30.252 9.41 1.83 8. PLCC Paulson Capital Corp. 4.781 16.265 0.558 NASD 29.125 44.04 5.13 9. RAGS Rag Shops, Inc. 2.156 10.353 0.499 NASD 20.764 6.24 2.60 11. SPORE Sport-Haley, Inc. 3.016 10.435 0.459 NASD 22.752 2.06 11.60 12. VII Vicon Industries Inc. 2.188 10.165 0.428 AMEX 23.761 2.88 4.65 NB: I haven't looked at the filings. If a stock has multiple classes of stock or preferred, it should probably be eliminated, because the MarketGuide data I used doesn't count that in the market cap valuation or debt. Also, retailers with lots of inventory are automatically suspicious.