There are several firms that offer value to investors' portfolios, said Sandy Lincoln, chief investment strategist at M&I Investment Management, and Mark Travis, CEO of Intrepid Capital Funds.

Lincoln Likes:

Cloud Peak Energy

Jarden —“It’s getting double-digit, mid-teens earnings growth for this year,” Lincoln told CNBC.

“They distribute Mr. Coffee and Crock Pot, and this is a company that’s got a good story going on—and all wrapped in a P/E multiple of about 10 or 11 times earnings for next year’s earnings, so we think this is a good entry point.”

Travis Likes:

Tellabs —“We’re buying the company a little below tangible book value…We think the stock’s worth about $7," Travis said of the firm.

Tekelec —“About half the market cap is in cash and the share’s at book value—They’re worth closer to $12.”

Scholastic

Tecmo Koei Holdings (not traded in U.S.)

______________________________ Scorecard—What They Said:

______________________________ More Market Intelligence:

CLD News & Analysis

 MARKET PULSE-Merck, Titan Pharma, Neutral Tandem, Synacor, Brightcove - 01 May 2013 EDT

 MARKET PULSE-Merck, Titan Pharma, Neutral Tandem, Synacor, Accelrys - 01 May 2013 EDT

 MARKET PULSE-Merck, Titan Pharma, Neutral Tandem, Mindspeed Technologies - 01 May 2013 EDT

 RESEARCH ALERT-Cloud Peak Energy: Brean Capital cuts to hold - Theflyonthewall.com - 01 May 2013 EDT

 RESEARCH ALERT-Colgate Palmolive: Deutsche Bank raises price target - 26 Apr 2013 EDT

 More CLD News