PROACTIVITY
658 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by CentisValue
DESCRIPTION:

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"

symbol name last price % change open
  • +
  • CHB
    Champion Enterpri
  • $8.97
  • -1.54%
  • $9.11

VERY DEPRESSED MFRD HOUSING INDUSTRY, CAPACITY CLOSURES & BANKRUPTCIES, MGMT SHIFTING PRODUCT MIX TO MODULAR/COMMERCIAL, REFINANCING DEBT ADVANTAGEOUSLY.

People owning CHB also tend to own: CAVCOPAFFXBSXBZHCKPCPWM

TheStreet.com Rating: C What is this?

  • +
  • BAM
    Brookfield Asset
  • $30.93
  • -1.97%
  • $31.30

FEE GENERATING BEHEMOTH MANAGED BY BEST DEAL MAKERS, SPINNING OFF INFRASTRUCTURE BUSINESS, EXPECT MORE ACQS & DIVESTITURES

People owning BAM also tend to own: AVXCHEUY.PKCVAFCE-AHLDVF.PKIVSBF.PKJOE

TheStreet.com Rating: B- What is this?

  • +
  • ABH
    Abitibibowater In
  • $8.03
  • -6.08%
  • $8.55

newsprint mkt structurally improving w/ massive capacity reductions, merger synergies (ABH+BOW), highly levgd b/s

People owning ABH also tend to own: ACFBAMCHBCYFCXORSD.LSCHN

TheStreet.com Rating: D What is this?

  • +
  • ORSD.L
    Orascm Sp.gdr Reg
  • $134.75
  • -0.55%
  • $135.50

rebuilding the middle east w/ recycled petrodollars, divesting capital intensive cement business

People owning ORSD.L also tend to own: ABHACFBAMCHBCYFCXSCHN

TheStreet.com Rating: No Rating What is this?

  • +
  • ACF
    Americredit Cp
  • $12.15
  • -1.62%
  • $11.87

subprime auto lender w/ conservative standards, came close to Ch 11 in 2002, slowing originations now, trades @ .7x TBV, potential takeover

People owning ACF also tend to own: BMYBRK-ABRK-BCLMTCNQDJCODUK

TheStreet.com Rating: D+ What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $108.64
  • +0.99%
  • $108.44

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.

People owning FCX also tend to own: AAAINVAPABBDBTUCHKCNX

TheStreet.com Rating: A What is this?

  • +
  • SCHN
    Schnitzer Steel A
  • $93.25
  • -2.16%
  • $96.00

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.

People owning SCHN also tend to own: ABTAMXAUYBAPBRK.BBSCBVF

TheStreet.com Rating: A What is this?

  • +
  • XMSR
    Xm Satellite Radi
  • $7.67
  • -0.78%
  • $7.73

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.

People owning XMSR also tend to own: APSGCYTRADZMHATVISTJAAPL

TheStreet.com Rating: D- What is this?

previous next

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

Barron's Roundup - 7-5

Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there’s information the Intel (INTC), Duke Energ...

07.06.08 | 02:04 AM
You Ask, Altucher Answers

7-2-08 I've been responding to a new batch of questions posed by members of the Stockpickr community on Stockpickr Answers. Anybody can ask, respond or comment at St...

07.02.08 | 10:48 AM
Where Else Can You Find Stockpic...

Here are a few of the places where you can find Stockpickr content. Rocket Stocks: Each week, we lay out a group of stocks that have the potential to move higher in the...

07.01.08 | 13:18 PM
You Ask, Peltier Answers

07-01-08 On Stockpickr Answers, David Peltier responded to a new batch of questions posed by members of the Stockpickr community. Peltier writes two weekly newsletters...

07.01.08 | 10:26 AM
more articles
Lessons From the Great Depression
07.05.08 | 11:44 AM From author T-Bird
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
Cartoon Thread
11.15.07 | 20:31 PM From author Peter on Post Street
What about the Amero?
08.12.07 | 18:29 PM From author Amerotic
more forums
today 's lists
TheStreet.com TV Videos - June 26

These are some of the stocks mentioned today on TheStreet.com TV. Click the URL below each stock to watch the videos. more

Biggest % Losers

Here is the stock list of the largest % losers from the prior trading day. more

TheStreet.com TV Videos - June 27

These are some of the stocks mentioned today on TheStreet.com TV. Click the URL below each stock to watch the videos. more