There's often a disconnect between price and value when it comes to the "cult" stocks -- those everyone's talking about, the "must-own." The same is true of at least some of the names the market has given up on. In RadioShack's case, despite Friday's 10% move, the company is still a net/net (trades below net current asset value). At Tuesday's close, the company trades at .97 times net current asset value, and .53 times tangible book value per share. Radio Shack could, indeed, turn out to be not a phoenix, but a used up cigar butt. Perhaps it can't be saved, and there will be no suitors interested in acquiring it. That's why it's wise to keep these situations as a small piece of your portfolio. Also, keep some Pepto-Bismol on hand if you don't have a strong stomach. At the time of publication, the author was long RSH.Follow @JonMHellerCFAThis article is commentary by an independent contributor, separate from TheStreet's regular news coverage.