Date updated:10-29-2007
Value driven

-
CNQ
Canadian Nat Res - $67.99
- +4.38%
- $67.74
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.

-
BRKA
Berkshire Hath Hl - $102600.2031
- 0.00%
- $N/A
BRKA trades at a discount to its NAV, even though NAV is growing at a mid single teens rate

-
DISCA
Discovery Communi - $30.79
- +2.39%
- $30.10
losses on start up operations mask the strength of the core assets. Company selling at 30% discount to IV

-
STM.V
Strathmore Minera - $0.63
- 0.00%
- $0.60
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.

-
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.

-
ANAD
Anadigics - $3.28
- 0.00%
- $N/A
Favorable product cycle should lead to rapid growth in revs, gm and eps.

-
CUZ
Cousins Prop Inc - $7.42
- 0.00%
- $N/A
out of favor real estate company with a long history of value creation

-
NLY
Annaly Capital Ma - $17.63
- +3.34%
- $17.24
Earnings and dividend should go up as yield curve steepens.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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