Checkpoint Systems, Inc. (NYSE:CKP)

HarryCarysGhost (99.72) Submitted: 5/30/2010 1:14:10 AM : Start Price: $19.85 CKP Score: -83.58

Dennis Delafield, manager of the $850 million Delafield Fund, has beaten 99% of midcap value funds over the past 10 years, returning 12.1% a year while the S&P 500 stalled out.A recent favorite: Checkpoint, which makes surveillance systems and security tags for retailers. Delafield likes its experienced management team and strong balance sheet, and he thinks that its stock, which is trading at seven times earnings before interest, taxes, depreciation, and amortization, is cheap. Customers such as Wal-Mart are increasingly using the company's tags to protect products like videogames, which they can then display on store floors rather than behind glass cabinets."Checkpoint can come close to increasing earnings by 75% over the next two years," he says.