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No. of Recommendations: 2
Unrelated to the holidays, but there's a good thread on falling knives about FORM. I wanted to know if anyone had any other cash-rich positions to share.

I have NTE in my accounts: price/share is $5.29e; $4.22 cash/share.

I've been considering TST: price/share is $1.81; $1.94 cash/share.

I had never considered FORM, but they are at $5.07 with $6.26 cash/share.
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No. of Recommendations: 1
At times very illiquid, but there's WILC with about $3.75/sh in cash, currently trading $4.59/sh
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No. of Recommendations: 2
Remembered another one.

ASYS - $67.4M cash and $80.5M market cap
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Back a month ago, I posted about companies trading at or below net cash (negative EV).

I came up with a watch list of: HCII, MEAD, HLYS, PLCC, CCUR, and BVSN.

BVSN has quadrupled since then (did I buy? of course not). Just thought I'd pass it along should anyone else care to act. PLCC and HCII both seemed most interesting, but outside of my area of competence.
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