Large-cap name Corning ( GLW) is another simple, safe name that appears to have assets that are being valued cheaply. The company trades for $12.85, has nearly $2 in net cash per share, and book value per share of $14.62. Corning is a producer of specialty glass and related materials that are used in many of today's fastest growing consumer products such as smartphones and televisions. Corning also yields nearly 3%.Small-cap name Sterling Construction ( STRL) is regrouping after a couple of bad quarters. The shares have remained resilient, however, because the company has avoided debt. The shares trade for just below $11 and there is nearly $3 in net cash per share against book value of $12.71. Sterling focuses on infrastructure work so its stands to benefit if the U.S. economy continues its lumpy recovery. Einstein commented that things should be made as simple as possible and no simpler. When you can find a business with good assets and a clean balance sheet, and whose stock is priced below the net value of those assets, that's a simple recipe for decent returns. At the time of publication, Gad had no positions in the stocks mentioned.