MBWM

isomojo

Lifeway Foods (LFVN) What they do • Produces and sells kefir and probiotic dairy beverages • Niche brand with loyal consumer base; pricing power improving • Capital-light food business with steady cash generation Key indicators • FCF yield: ~10–11% (strong cash generation vs price) • Book-to-market: ~0.41 (P/B ≈ 2.4) • Market cap: ~$80M • Profitability trend: Operating & net margins trending up • Balance sheet: Positive equity, no balance-sheet distress ⸻ First Commonwealth Financial (FCF) What they do • Regional bank offering commercial, consumer, and wealth services • Conservative underwriting; benefits from higher-for-longer rates • Strong deposit franchise in the Mid-Atlantic Key indicators • FCF yield: ~7% • Book-to-market: ~0.85 (P/B ≈ 1.18) • Market cap: ~$1.8B • Profitability trend: Net interest margin & ROE improving • Balance sheet: Positive equity, well-capitalized ⸻ Greenbrier Companies (GBX) What they do • Manufactures railcars and provides leasing & aftermarket services • Beneficiary of freight, infrastructure, and reshoring • Backlog-driven revenue with improving pricing discipline Key indicators • FCF yield: ~8% • Book-to-market: >0.40 (P/B < 2) • Market cap: ~$1.5B • Profitability trend: Operating margin & ROIC rising • Balance sheet: Positive equity, manageable leverage ⸻ Mercantile Bank (MBWM) What they do • Michigan-based commercial & retail bank • High operating efficiency and disciplined credit risk • Shareholder-friendly capital return profile Key indicators • FCF yield: ~8% • Book-to-market: ~0.80 (P/B ≈ 1.25) • Market cap: ~$800M • Profitability trend: ROA & ROE improving • Balance sheet: Positive equity, strong capital ratios ⸻ RPC Inc (RES) What they do • Provides oilfield services & equipment to U.S. shale producers • Asset-light relative to peers; strong cycle discipline • Returns excess cash to shareholders during upcycles Key indicators • FCF yield: ~5.5–6% • Book-to-market: ~0.80 (P/B ≈ 1.2) • Market cap: < $2B • Profitability trend: Margins recovering and stabilizing • Balance sheet: Positive equity, low net debt ⸻ Quick Take All five names: • ✔ FCF yield ≥ 5% • ✔ B/M > 0.40 • ✔ Market cap < $2B • ✔ Positive & improving profitability • ✔ No negative equity • ✔ Trading closer to 12-month lows than highs If you want, next I can: • Rank them best → worst by value + quality • Remove banks and replace with industrials/tech • Extend this to a full 10-stock portfolio with weights and risk notes These are the ones I got from using the screen in the post.

CaptainKudva

A OTC stock I've been following and owned for the last 6 months just up listed from otc pink to OTCQB today in record time according to the article below. Its up 50% today on 93k volume. If you have access to OTC due some DD and check out their stock titan prs, x page, etc. Holding 100k shares for dollars [https://finance.yahoo.com/news/correction-source-adia-nutrition-inc-141100161.html?guccounter=1&guce\_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce\_referrer\_sig=AQAAAGzAs8AzIiTSo3MBWM8b\_8cS8RX5LMo4p-MHkOB4zjs9bys2EMoBL7tu2a8QV\_ZwrPhy\_EdUfEOMRCpV02klD0Wa\_X\_nQyrxym\_v0glkh7T924uzigeJtEWRUk25RxClIQ9gaTr-FnD0ItWnnntKA2S3kXSB2FWAwaf1i-FGPgOO](https://finance.yahoo.com/news/correction-source-adia-nutrition-inc-141100161.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGzAs8AzIiTSo3MBWM8b_8cS8RX5LMo4p-MHkOB4zjs9bys2EMoBL7tu2a8QV_ZwrPhy_EdUfEOMRCpV02klD0Wa_X_nQyrxym_v0glkh7T924uzigeJtEWRUk25RxClIQ9gaTr-FnD0ItWnnntKA2S3kXSB2FWAwaf1i-FGPgOO)

PlumpStegadon

Yeah, that's how it is for CLGN, MCBC, and MBWM for me. All under 1B but not penny stocks either and they have actual business operations so not many places they can be discussed. Share price shouldn't matter. You could have a 5M market cap with only 5000 shares outstanding, for example.