Robert Deaton Portfolio 1
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Created by Robert Deaton
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Date updated:10-29-2007

Value driven

symbol name last price % change open
  • +
  • CNQ
    Canadian Nat Res
  • $69.27
  • +1.91%
  • $68.53

CNQ trades at a modest multiple of cash flow generated by conventional assets. It has a large base of non-conventional assets which is not reflected in the stock price.

People owning CNQ also tend to own: AAPLBRCMBTUCCJCTRPGGGOOG

TheStreet.com Rating: C+ What is this?

  • +
  • BRKA
    Berkshire Hath Hl
  • $102008.00
  • -0.67%
  • $102700.00

BRKA trades at a discount to its NAV, even though NAV is growing at a mid single teens rate

People owning BRKA also tend to own: ACLIAPOLAUYBABYBBBYBDAYBSX

TheStreet.com Rating: No Rating What is this?

  • +
  • DISCA
    Discovery Communi
  • $31.85
  • -0.31%
  • $31.87

losses on start up operations mask the strength of the core assets. Company selling at 30% discount to IV

People owning DISCA also tend to own: BVFLBTYALBTYKLCAPALINTAMTEXPE

TheStreet.com Rating: C- What is this?

  • +
  • STM.V
    Strathmore Minera
  • $0.60
  • 0.00%
  • $0.58

Company acquired a large base of uranium properties while the commodity price was much lower. They may have as much as 100 million "pounds in the ground." The market price is not giving them much credit for this large asset base.

People owning STM.V also tend to own: AMDBHPBRD.VCCJCMD.VPRUSXR.TO

TheStreet.com Rating: No Rating What is this?

  • +
  • LEV
    Lev
  • $0.00
  • N/A
  • $N/A

Homebuilder trading for 3/4 book value. I think bv holds up and grows over time. LEV's ownership of $100 mm of BXG stock gives them the ability to ride out any storm.

People owning LEV also tend to own: CNSCORSDADEDRCTESCAFMTIMH

TheStreet.com Rating: No Rating What is this?

  • +
  • ANAD
    Anadigics
  • $2.99
  • -2.29%
  • $3.06

Favorable product cycle should lead to rapid growth in revs, gm and eps.

People owning ANAD also tend to own: AZPNCMGALYCALCETVCHKGSF

TheStreet.com Rating: D What is this?

  • +
  • CUZ
    Cousins Prop Inc
  • $7.10
  • +0.57%
  • $7.16

out of favor real estate company with a long history of value creation

People owning CUZ also tend to own: ANADBRKACNQDISCALEVNLYSTM.V

TheStreet.com Rating: D+ What is this?

  • +
  • NLY
    Annaly Capital Ma
  • $18.08
  • -0.44%
  • $18.20

Earnings and dividend should go up as yield curve steepens.

People owning NLY also tend to own: ABTAMXAUYBAPBRK.BBVFDD

TheStreet.com Rating: B+ What is this?

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