Date updated:11-17-2007
Diversified group of opportunistic investments with a bias towards resource stocks.

-
BHP
Bhp Billiton Limi - $71.66
- +0.22%
- $71.18
The world's priemer mining company with excellent management. Current valuation depressed by effort to take over Rio Tinto. China is not going out of business and its growth combined with the continued weakness of the dollar will continue to drive results for the foreseeable future.

-
URI
United Rentals In - $8.89
- -9.93%
- $8.99
Driven down in a sell-off following Cerebrus walking away from a signed acquistion deal. There is a chamce that Delaware Chancery Court will order specific enforcement of the merger agreement. But, even if that is not in the cards, even assuming Cerebrus was overaying, they were likely not overpaying by some 40% as the current trading price of the stcok would indicate. The current price is probably based upon selling pressure from merger arbiraguers who have no mandate or desire to stay in the stcok once a merger transaction has been called off.

-
NYT
N Y Times Cl A - $8.67
- +0.46%
- $8.59
An under-utlized collection of preimer media assets. One wonders if they follow the new Murdoch/WSJ paradigm of free access to web sites how much traffic and resulting ad revenue will be available. The NYT is in a position to offer editorial and other content that could crush any other web site and combined with ask.com could become truly valuable.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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