This is quite a long list of stocks, so I'll only add the bare minimum comments. Further research is up to you of course.
CRDN - Previously owned this but sold as the industry and company kept coming up against challenges. It's a very cyclical company and they rely a lot on the government for revenues which they haven't been getting a lot of.
However, company does look to be worth around $30 which is at about 50% MOS at the moment. Should do well ina few years.
CRH - first time looking at this company. Would say its around $30 and up. I'm not sure exactly what they do so I will be way off at the moment.
MKTAY - A good company. Previously looked at this one before. Value around $40.
NVR - Hard to judge homebuilders at this point but the company is extremely cyclical. Looks like intrinsic value is constantly rising and dropping back.
TTC - Looks to be worth $50ish. Decent MOS at the moment.
HOG - Not a company that I've had much interest at all. Numbers show consistent declines yoy for the past 3-4 years. Probably only worth around $30.
POOL - Selling pool stuff. Good boring business. Only problem I see is that their FCF doesn't increase. So the value of the business won't increase by much each year. About low $20's
SEB - Not sure what the company does.. pass.
ANF - I had AEO until I sold it last month or so. ANF is a better company but PSUN is a contrarian opportunity if you can get in at the right price.
FICO - Between $20-$30
MBT - Interesting one. If it can do business like last year, should be worth around $70
JOSB - wrote about this in my recent post on forbes best 200 small companies. Great company. Value just keeps increasing.
PACR - About $45ish.
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