Nam Tai Electronics, Inc. (NTE)

It's still more than 30% below 52-week highs, the dividend is yielding 15.6%, and its major customers are Texas Instruments, Sony, and Qualcomm (it does the manufacturing dirty work for them). As we emerge from the global recession, this company looks poised to perform well going forward (it might even earn a quarterly profit).

Lovin' the cash and low debt, but wary about the declining sales. Hoping the global economic recovery will reward NTE handsomely, although sluggish sales seemed to have begun prior to the global slowdown. And what's up with the divy? Where'd it go? Coming back?

Current 5.87, Sept 22 09. Limit 5.05

High Employees for Capitalisation

NTE has a 2.5 cash to liabilities ratio (with ~$5.25 cash per share)
No Long Term Debt.

The price will likely sputter for a while, but I expect a significant increase within 2 years

like it, low debt, low price to book, low price equity, what else could you ask for?

Has more cash per share than its price, so its a bargain. Yield is really high. P/E low. Might not have greatest time in current economy, but very undervalued.

this company is profitale and healthy but it sells for cash value. Accordingly, it is one of the last superbargains.

The share cost is simply too low, the company still is in business and can still make money.

LT Buy

P/S of 50% is too low for a company with no debt, (and that's with annualizing revenue off Q1, the worst quarter ever). If revenues never improve again, but margins return to normal due to downsizing, etc, this company is worth more than $12. And if the economy recovers one day...

undervalued 3x

Great proven Company with solid fundamentals, just waiting for demand to turn around. This may take 4-8 months but when it does and the dividend is reinstated this will be winner

Summer hedge -- I don't have enough red thumbs in place right now and this company -- appearing as my Stock of the Day today -- seems a good candidate for near-term underperformance.

Its core business is weak. Its governance is questionable. Its market cap is lower than I think it was when I first started noticing it on stock screens a decade ago. My due diligence is close to naught on this stock -- if you challenge me as to what great scenario I have foreseen that causes NTE to underperform, I don't have one for you. It's just an intuitive call, and not one with high confidence at that. That's the why. Underperform -- and I'm likely to end this pick before summer's end, regardless.

This Company will benefit from the improving economy

even though they announced earlier this year that they do not intend on declaring a dividend in 2009, they are still a sound company financially with lots of cash on hand.

Trading below cash, profitable 78 out of last 80 quarters. True, the cell phone market is slowing down, but there is still plenty of room for growth here. Plus, at these prices we don't need much.

Great earnings record, negative enterprise value, plenty of cash, etc.

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