Date updated:06-22-2007
Growing stocks priced below intrinsic value or with misunderstood prospects based on current asset values and estimated future cash flows

-
THI
Tim Hortons Inc. - $22.73
- -4.05%
- $23.06
Long-time holding spun out of Wendy's, owned WEN for this

-
WM
Washington Mutual - $0.1604
- 0.00%
- $N/A
Inexpensive bank with exposure to Western US, acquisition candidate

-
ETFC
E*trade Finl Corp - $2.28
- -0.44%
- $2.18
Great platform, bought it cheap in 2004, only a matter of time before tie up with competitor probably AMTD

-
JPM
Jp Morgan Chase C - $37.17
- -6.47%
- $39.15
Jamie Dimon

-
ALJ
Alon Usa Energy - $7.69
- -9.74%
- $8.27
Great assets, cheap

-
CHKP
Check Point Softw - $18.47
- 0.00%
- $18.40
Great management, large cash hoard and insider holdings

-
AET
Aetna Inc. New - $28.82
- -7.63%
- $29.00
Picked up on the cheap summer 2006 after missing quarter

-
EXP
Eagle Materials I - $16.74
- -3.85%
- $16.93
Low cost operator, fantastic management, cheap, cheap, cheap
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A. butter knife. lol. thought i saw one of
his post's 4-5 days ago, been a while
since then.
A. small trading before thrusday
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