Weekend Values – August 15, 2010

Posted August 15th, 2010. Filed under Investing Links

One of the best sources of ideas for possible investments is other value investors. If nothing else, an initial writeup and investment thesis is a good starting point for further research.

Here are a few potentially undervalued stocks picks from this past week:


Guest post: Seahawk Drilling Inc (NASDAQ:HAWK) and the Hacienda – Greenbackd has written several nice write-ups for HAWK (See here and here), an undervalued driller that is trading for less than the price of its assets. The stock was a spinoff from Pride International in 2009.

In this guest post, a tax lawyer explains some of the circumstances surrounding Seahawk’s tax disputes with the Mexican authorities. Tax situations can be a key catalyst for unlocking value in other investments, which makes the post an interesting read.


Qiao Xing Mobile Communication (NYSE: QXM)‎: Waiting for A Catalyst – QXM is a stock that has shown up on NCAV and NNWC screens for quite some time. I’ve looked at the stock several times myself, but never pulled the trigger.

ValueHuntr does a nice job of breaking down a range of liquidation values. If an activist investor or catalyst presents itself, the stock has the potential for excellent returns.


Is Mr. Market being too harsh on these stocks? – ShadowStock is a blog that always churns out a number of opportunities in the smallest of small stocks – nanocaps are a major focus. TIXC and NOOF are both detailed, with several other possible value plays.

NOOF is a stock is a current holding at Value Uncovered (see my posts on NOOF here and here). Insiders have started to aggressively buyback shares over the past week after the stock hit new lows, a good sign for prospects going forward.


Investment Analysis: Yukon Nevada Gold (YNGFF.PK) – This was actually a post from a week and a half ago over at Above Average Odds but I just came across it, and it was too interesting to pass up.

YNG is a turnaround story currently trading on the Pink Sheets. The gold miner has a long string of catalysts for the second half of 2010 and into 2011, and some analysts seem to be pick up the story as well.



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