No. of Recommendations: 2
Greetings in return, HohumYNWA!
I'm so pleased you posted that, I was looking at my saved screen results and thinking about BUKS literally yesterday. The old "aerospace services and casino management" company.
I ended up buying and still hold Amcon (DIT), Bel Fuse (BELFA), Core Molding Technology (CMT), Espey (ESP), FutureFuel (FF), Kewaunee Scientific (KEQU), McCrae (MCRAA), George Risk Industries (RSKIA), and several other I haven't posted about here. I like how DIT is run, and maybe they will get some market attention someday.
Butler National is one of the few that I passed on and one of the best performing, of course. Maybe I should reconsider? When I saw the share performance, I assumed a bit cyncially they'd become more of a casino company. That was incorrect, they Aerospace segment now makes up 54% of revenue now based on the latest 10-K (
https://butlernational.com/wp-content/uploads/2025...). From a glance it looks like they are competently buying back shares and managing expenses. The latest earnings had special gains from the sale of a building, but they still look like they'd have a 10-12 p/e. Insider transactions look positive.
I wish there were more to post about for this board. I was looking through old screen results and not much was of interest. Armanino Foods's stock price has increased quite a bit, but out of proportion to its fundamentals. I recently added to some publicly traded microcap vineyard companies (Crimson, Willamette) on weakness as land plays.
I just ran a quick screen and ran across
24 SPACs in the first 100 results. Warning signs abound.
