Date updated:09-17-2006
Looking for stable companies trading below their intrinsic value, based on the sum of future cash flows.

-
KSWS
K-swiss Inc. - $8.74
- +1.39%
- $8.62
You'd be hard pressed trying to find any companies in the shoe industry with returns or margins anywhere close to those of K-Swiss. Not to mention it has the best balance sheet in the industry, no debt more than 1/5th of the market cap in cash. Based on comps to its industry its worth no less than $35 per share with high, but slowing international growth, fueling my DCF I peg its value at $45 per share. If you're skeptical because I'm using DCF to value it don't be, 3rd avenue who hates DCF owns a boatload of it.

-
OSTK
Overstock.com - $15.73
- +1.22%
- $15.58
http://mikesnewsletterinvesting.blogspot.com/2006/09/overstockcom.html

-
ERTS
Electronic Arts I - $17.30
- -0.75%
- $17.21
As I write this I'm playing Madden 2007 which I - really my parents but who cares? - have shelled out $50 for seven years in a row. Also Some of my players come from the NCAA Football 2007 game I also shelled out $50 for. EA is the master at creating video game franchises - gamers will keep paying year after year to buy the same game with better graphics a few updates and some new features. It has used these to become the top dog in the industry and holds one of the better competitive positions out there today. I believe that a secret growth formula not many people have realized is blockbuster, they recently upped their fees to where I can now go an get 5 movies and 2 bottle of pop for the price of one game -obviously with a coupon and deluxe or whatever they call it membership - loyal gamers won't want to keep paying $8 a week (less actually) to play these games and will start buying the games outright. It may be semi overvalued but companies this good don't come by very often.

-
DTV
The Directv Group - $31.54
- +0.13%
- $31.35
Great Management , discounted to Comcast no net debt. Catalyst - GM selling remaining shares or DTV buying them back without being hooked to a crap company DTV will soar.

-
USG
U S G Cp - $14.08
- +1.44%
- $13.88
Sheet Rock is like Google, Gillette, Kleenex - a brand name that is widely accepted as the name for the product. Add in Buffett progressively buying the company and I'll bet on this one.

-
MDC
M D C Holdings - $30.60
- -1.19%
- $30.62
Under liquidation value Pabrai just bought.
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