Date updated:12-12-2007
Proactive Value & Special Situations Investing
"The essence of a message is its improbability"
"Accept the inevitable drawdowns... the greatest investors throughout history do"
"When you reach the point of maximum regret, add to your positions with conviction"
"Due diligence"

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CHB
Chb - $0.00
- N/A
- $N/A
VERY DEPRESSED MFRD HOUSING INDUSTRY, CAPACITY CLOSURES & BANKRUPTCIES, MGMT SHIFTING PRODUCT MIX TO MODULAR/COMMERCIAL, REFINANCING DEBT ADVANTAGEOUSLY.

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BAM
Brookfield Asset - $20.69
- -0.58%
- $20.61
FEE GENERATING BEHEMOTH MANAGED BY BEST DEAL MAKERS, SPINNING OFF INFRASTRUCTURE BUSINESS, EXPECT MORE ACQS & DIVESTITURES

-
ABH
Abh - $0.00
- N/A
- $N/A
newsprint mkt structurally improving w/ massive capacity reductions, merger synergies (ABH+BOW), highly levgd b/s

-
ORSD.L
Orascm Sp Gdr Reg - $39.25
- +0.64%
- $39.02
rebuilding the middle east w/ recycled petrodollars, divesting capital intensive cement business

-
ACF
Americredit Cp - $18.62
- -1.32%
- $18.80
subprime auto lender w/ conservative standards, came close to Ch 11 in 2002, slowing originations now, trades @ .7x TBV, potential takeover

-
FCX
Freeport Mcmoran - $84.57
- -0.18%
- $84.08
copper mkt has structural supply shortage and is prone to disruptions (e.g. labor issues in Peru, earthquakes), demand is BRIC-driven, don't need to do any acquisitions, PD integration and debt-paydown way ahead of schedule, mgmt/board committed to returning capital to shareholders, gold outlook strong, hidden value in Molybdenum mines, possible takeout in global mining consolidation.

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SCHN
Schnitzer Steel I - $47.10
- +3.00%
- $45.20
global metals recycling play, exporter from US to Turkey, Korea, other developing countries all w/ surging demand, control the real estate and ports for shipping, also own a minimill in Oregon which tried to sell in past, great mgmt team.

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XMSR
Xm Satellite Radi - $0.00
- 0.00%
- $N/A
SIRI merger goes through and cost synergies blow away the bears, Mel Karmazin's farewell shot of value creation for the patient and loyal investor.
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