Martin Vlcek
Contrarian, growth at reasonable price, macro, small-cap

Hawkins: Finally, This Ignored Small-Cap Outperformer Is Attractively Priced

Hawkins, Inc. (NASDAQ:HWKN) is a specialty chemicals small-cap with seven decades of know-how that distributes bulk chemicals and blends, and manufactures and distributes specialty chemicals for customers in a wide variety of industries. In many aspects, Hawkins is similar to 3M (NYSE:MMM), which is my favorite company. Hawkins doesn't make the headlines very often because it is a tiny small-cap operating in a boring B2B business. But when the company makes the headlines, it is in a positive way that symbolizes good corporate governance and catering to the shareholders' needs. This year, for example, Hawkins has made it to the 2013 list of Forbes America's 100 Most Trustworthy Companies.

After years of being ahead...

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