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Small-Caps Set for 'Another Strong Year'

Tell me about another one of your holdings: Ascent Media (ASCMA - Get Report).

Corbett: John Malone is the largest shareholder of this company. This company has had a huge amount of cash on the side, and he is trying to re-engineer this business. He has forced the board and the management to sell off some of their businesses, and when those transactions close, this company is going to have over $40 a share in cash. The stock is still trading in the low $30s. So you have an easy asset play if nothing else, and then you also have the great John Malone behind you.

-- Reported by Gregg Greenberg in New York.

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Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.
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