Date updated:01-13-2007
Portfolio manager, Delphi Value Fund, which has had consistently superior returns:
2002: -9.6
2003: 32.6
2004: 12.5
2005: 6.7
2006: 17.7

-
APA
Apache Cp - $98.87
- -0.17%
- $97.38
Trades at 4.1x cash flows. 25% return on equity. Developing new gas sources in Brazil and Egypt.

-
BRNC
Bronco Drilling C - $5.88
- -4.39%
- $6.07
Trading at almost book value, generating cash and growing. On a breakup value, Black thinks this is worth $25.86. "It is in the bargain basement".

-
HSOA
Hsoa - $0.00
- N/A
- $N/A
Trading at only a 7.4 multiple of cash flows. 20% organic growth. 20% return on equity.

-
AIMC
Altra Holdings - $11.13
- -0.98%
- $11.07
Spinout of Danaher. Has a P/E of just 11.3. Scott Black: "The multiple could expand to 15. That could take the stock to 18-19."

-
ARW
Arrow Elcts - $26.92
- +0.11%
- $26.75
"One of the best tech stocks that still is reasonable." The stock sells of r just 9.6 times earnings.

-
SVBI
Severn Bancorp In - $2.91
- -1.85%
- $2.91
Trading at about 12x earnings. "most banks are selling at 13 or 14 multiples and dont have numbers like Severn's."
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A. dude, i trust DB, as much as i trust
nancy pelosi....................... that
bank is the BIGGEST F$$$$$ manipulator!
A. The only one I own : SLX,
too hard pick a winner out all of them
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