This forecast is predicated on the fact that five of the six components are extremely oversold, therefore, vulnerable to M&A activity. In addition, limited downside is present, as most of the ticker symbols, all trade near five-year lows. The revised lineup: Bridgford Foods: This little company keeps humming along, just fine. Its new beef jerky plant could be finished within the next year. This verity would allow its current jerky production capacity to triple and monetize its existing beef jerky plant's real estate. That property, although only about 5 acres, could bring a substantial windfall to shareholders. Luby's Inc.: Bandera Partners, Luby's largest outside shareholder, with an 8.9% ownership position, apparently has had enough with Luby's current direction. They delivered a scathing letter to the organization revealing their intention to place five of their own nominees for election to the Board of Directors. Translation? A proxy fight is on our hands.