Date updated:06-14-2007
I am a value investor and I also like special situations like takeover arbitrage, activist situations, spinoffs etc.

-
LOW
Lowes Companies - $21.30
- +1.38%
- $21.19
Great company, way too cheap.

-
RAIL
Freightcar Americ - $20.23
- -0.39%
- $20.33
Selling for 3x its cash. SAC Capital owns 5%

-
BLG
Blg - $0.00
- N/A
- $N/A
Cheap stock with Bob Chapman, one of the great activists, agitating for changes.

-
BER
Ber - $0.00
- N/A
- $N/A
Cheap stock, diversified lines of business. Founder still owns a ton of stock. He is targeting an EPS growth rate of 15%, he has the track record to back up such a lofty target.

-
BAC
Bk Of America Cp - $16.43
- +2.50%
- $16.23
Very cheap here, dividend is huge. This should return over 25% in total for the next 12 months if they achieve EPS growth of 8% and the PE expands to 12. Neither is a stretch and with 200 billion+ company, you just can't beat that.

-
EBAY
Ebay Inc. - $23.76
- 0.00%
- $N/A
One of the most dominant franchises in the world. Superior growth, highly valuable properties, yet they don't get the multiples ascribed to AAPL and GOOG. I think this will change soon.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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