La Jolla Value Partners, LLC
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average rating: 4.00 / 1 ratings
Created by Pursley
DESCRIPTION:

Date updated:05-13-2008

Long/Short Equity

symbol name last price % change open
  • +
  • RIG
    Transocean Inc
  • $122.27
  • +1.06%
  • $121.12

Best driller. Largest fleet. 80% of deep water records. Controls 43% (7 of 16) ultra deep water rigs until 2011. Patent on dual activity drillships. Single digit p/e. Growth like no other.

People owning RIG also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: A- What is this?

  • +
  • NOV
    Natl Oilwell Varc
  • $61.86
  • -0.66%
  • $62.14

NOV equipment on 70% of rigs. Backlog = $9 billion. Cyberbase for the win.

People owning NOV also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: A- What is this?

  • +
  • PBR
    Petroleo Brasilei
  • $44.81
  • -1.34%
  • $44.29

Tupi, Jupiter, Carioca.

People owning PBR also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: A- What is this?

  • +
  • HAL
    Halliburton Co
  • $39.37
  • -1.89%
  • $39.88

Undervalued compared to SLB. No 1 or 2 in every market in the world.

People owning HAL also tend to own: ACIBJSBTUCNXCWEIDNRDO

TheStreet.com Rating: A- What is this?

  • +
  • LTR
    Ltr
  • $0.00
  • N/A
  • $N/A

1.3 times book. 8 p/e. Newport. Diamond Offshore.

People owning LTR also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C What is this?

  • +
  • NWS-A
    News Corp Cl A
  • $13.40
  • -1.83%
  • $13.65

Wide economic moat in the form of monopoly on political conservatives. 1.6 times book. 12 p/e.

People owning NWS-A also tend to own: AEEATLUVMIMTBOXYPFG

TheStreet.com Rating: No Rating What is this?

  • +
  • LINE
    Linn Energy Llc U
  • $20.20
  • -1.85%
  • $20.35

1.3 times book. 10% yield. Klarman/Cooperman.

People owning LINE also tend to own: AAPLALJFTIALYAUYGVPLFC

TheStreet.com Rating: D What is this?

  • +
  • APL
    Atlas Pipeline Pt
  • $31.73
  • -2.85%
  • $32.27

1.3 times book. 8% yield. Klarman/Cooperman.

People owning APL also tend to own: AHDAMVAOIBBEPBGPCSECVP

TheStreet.com Rating: C- What is this?

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Start Price

Return Value

Start Date
NOV 59.96 +3.17% Mar 9th
RIG 136.31 -10.30% Mar 9th
HAL 37.99 +3.63% Mar 9th
GLD 96.09 -17.81% Mar 9th
RJI 12.3499 -12.31% Mar 9th
UDN 29.04 -6.82% Mar 9th
SDS 62.52 +11.42% Apr 14th
LINE 23.81 -15.16% Apr 17th
APL 42.89 -26.02% Apr 17th
EXH 65.35 -33.44% Apr 17th
LTR 43.81 ------ Apr 24th
NWS-A 17.79 -24.68% Apr 24th
SNY 39.45 -16.58% Apr 24th
PBR 65.70 -31.80% May 13th

Average return:

 -2.55%

Success rate:

 23.08%

Deleted Stocks:
DIVX 9.38 -29.64% Mar 9th
SYMM 3.15 +17.14% Mar 9th
STX 21.75 -5.56% Mar 9th
HTCH 17.20 -9.65% Mar 9th
MIPS 3.37 +21.36% Mar 9th
IBKR 30.35 -10.08% Mar 9th
COP 78.36 +7.81% Mar 9th
CVX 85.26 +4.15% Mar 9th
FCX 99.88 +6.34% Mar 9th
BRK-B 4461.8999 -2.42% Mar 9th
VLO 47.70 +9.43% Apr 14th

Hated Stocks:
CVC 23.62 +29.30% Mar 9th
NILE 41.96 -6.72% Mar 9th
OSTK 9.90 +93.03% Mar 9th
TLT 92.23 +3.52% Mar 9th
COF 48.30 -7.43% Apr 14th

Tracking Started: 12-12-2007

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