AVX also has an additional $225 million, or $1.32 per share, in long-term marketable securities, and there's no debt. Given AVX's extremely high current ratio, which is just under 9, the company can easily afford to pay the current 7.5 cent quarterly dividend, which equates to a 2.75% yield. Rounding out the list are defense name Curtiss-Wright ( CW), pawn shop company Cash America International ( CSH), workplace uniform company UniFirst ( UNH), and tobacco name Universal Corp. ( UVV). It's a rather eclectic mix of names, but I would not expect anything less. Finally, I can't help but wonder what Graham would make of the hoopla surrounding the Facebook IPO, and subsequent debacle that's still unfolding. I'm sure he would be smiling, and shaking his head. -- Written by Jonathan Heller, president of KEJ Financial Advisors and a contributor to TheStreet and Real Money. As of publication, he had no positions in the stocks mentioned.