I've been getting some great input from my last post, but I think I need to clarify what I mean by "cheapie." First, I'm talking about trading at, below or near cash with very little debt relative to that cash. Next, we want something that hasn't moved more than 100% in the past month or so or 500% in the past six months. I'd also consider stocks trading at, below or near tangible book value or even those with clean balance sheets trading at some fraction of sales. I don't consider any highly leveraged stock to be a cheapie. I don't consider any stock trading at 10 times cash to be a cheapie unless it's trading at a fraction of revenue. Finally, we certainly don't want random penny stocks. I don't pay any attention to the actual stock price. It's the valuation we're looking at.Interestingly, I could find no "cheapness" in many of the stocks offered up as cheapies. Among those mentioned, I even found a few stocks that are part of my highflying tech short basket, such as Foundry ( FDRY). (I've been stopped out of a big portion of that position, but I want to rebuild it in the next few weeks.) I even found a few new short ideas, such as Crown Castle ( CCI), which for some reason had not been on my radar lately (thankfully, given that it's pretty much been hitting new 52-week highs for days on end). It's taken me more time than I had hoped to get this list out, simply because I'm backlogged with work. Some of the better suggestions have already been creeping up, so although I haven't entirely worked my way through the list yet, I wanted to get a first tranche out so you can analyze these ideas further and perhaps begin building a new list.