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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Interesting Microcaps
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Author: ajm101   😊 😞
Number: of 52 
Subject: Re: Too interesting to make the cut
Date: 02/08/26 1:09 AM
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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 (butlernational.com - BUKS 2025.04 10K Issued). 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.
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This community has written 52 posts about Interesting Microcaps. The article-length ones it recommended most:
Screen trade basket: FF, MCRAA, BELFA, and RSKIA · 5 recs · 2024
Changed mind on DIT, added KEQU · 5 recs · 2024
Too interesting to make the cut · 4 recs · 2024
Not so micro: Seaboard Corporation (SEB) · 3 recs · 2026
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