RadioShack ( RSH) ends 2012 as the second biggest net/net. The company had a terrible year, and is viewed by many as a dinosaur on the way to extinction. I've not yet given up on the notion that the company's assets are worth more than the current stock price, but I may be among the few who still hold that view. Oh, I'm not crazy; I believe the company's best days are behind it for sure. I just think there may be some value to extract. RSH Cash and ST Investments data by YCharts
Richardson Electronics ( RELL), Trans World Entertainment ( TWMC) and Westell Technologies ( WSTL) are the only names on the list that are profitable in the trailing 12 months. The others -- Imation ( IMN) and Axcelis Technologies ( ACLS) -- can't make that claim. The year ends with very slim pickings in net/net land. Here's to a healthy and prosperous 2013! At the time of publication, Heller was long RSH. Follow @JonMHellerCFA This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.