Endwave ENWV
Endwave ENWV has products so great it makes people throw their arms up in the air and look at the sky like this guy on their homepage. I guess radio frequency (RF) subsystems are that inspiring.

ENWV has net current asset value of $6.45 per share and a ton of cash with $5.18 per share. The stock recently traded for $6.84. The last quarter was surprisingly good with revenue estimates above expectations and Endwave management is confident about the rest of the year.

Peak International
Peak (PEAK) has been in ncav land for sometime and is getting bought by S&G another semi-conductor packager. The deal is for $2 a share, all cash.

SigmaTron SGMA was a ncav for awhile and is in the commodity business of electronic parts not to different than PEAK. Right now though, SigmaTron isn't a net with $10 million in NCAV and only $3 million of that in cash.

full disclosure: no position in Endwave ENWV, Sigmatron SGMA or PEAK

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