best ideas 2008
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average rating: 3.00 / 1 ratings
Created by valinvest1
DESCRIPTION:

Date updated:06-25-2008

portfolio of upto 20 value plays that are intended to be kept for at least 2-3 years each;
international focus
since i expect the correction to may last a bit longer valuable ideas may be added throughout the year

symbol name last price % change open
  • +
  • ACAS
    Amer Capital Ltd
  • $13.04
  • -13.30%
  • $14.85

you have to be in this company. outstanding track record, big dividend (which unfortunately the tracking does not account for!)

People owning ACAS also tend to own: CLPHPQMRKPHISHFLVZGSF

TheStreet.com Rating: D+ What is this?

  • +
  • AUY
    Yamana Gold Inc
  • $3.97
  • -15.89%
  • $4.50

my top-gold play for the coming years, great growth, low cost production, potential underestimated by market consensus

People owning AUY also tend to own: BDYIMAXAIRNEFIIFXIHLKGC

TheStreet.com Rating: C What is this?

  • +
  • CIWT.OB
    China Industrl Wa
  • $2.25
  • -10.00%
  • $2.35

widely unknown, non-researched gem in the chinese waste industry. mgmt grows company at good double digit rates solely from cash flows. undervalued versus u.s. peers potential trigger: shift from OTC to major exchange warning: illiquid market, offering great prices for accumulation sometimes, but it may be difficult to exit

People owning CIWT.OB also tend to own: ADHALYASBJADELDLOLNOPBL

TheStreet.com Rating: No Rating What is this?

  • +
  • LDK
    Ldk Solar Co Adr
  • $18.72
  • -7.00%
  • $19.06

one of the few undervalued solar-play, determined, committed mgmt, bashed and targeted by big wallstreet houses growth story will prevailin the end; i expect this highly volatile stock to reach 80-100$/share by 2010

People owning LDK also tend to own: AAPLACHAMZNBP.LCREECWR.LEML.AS

TheStreet.com Rating: D What is this?

  • +
  • LMC
    Lundin Mining Cor
  • $1.43
  • -17.82%
  • $1.60

superb mining company that is run by one of the best mgmts in industry, got crushed by market with recession fears. writing covered calls short-term on part of a position looks prudent

People owning LMC also tend to own: BENCCAKECHSCMCSAFRGGS

TheStreet.com Rating: D What is this?

  • +
  • FUR
    Winthrop Realty T
  • $2.07
  • -10.78%
  • $2.30

undervaluied REIT, 5% yield, committed insiders and value investors

People owning FUR also tend to own: AMTDCATGOOGGSLOWLVLTPMTI

TheStreet.com Rating: D What is this?

  • +
  • HNR
    Harvest Nat Res I
  • $7.38
  • -7.29%
  • $7.58

grossly undervalued oil company operating in Venezuela and being forced out of production for a couple of quarters what is the m,ajor reason that the stock is that cheap. deals with Chavez-govt. signed and approved, production restarted; trigger will be the first statemnt of quarterly results when operations resumed in full

People owning HNR also tend to own: AEOSCHKPCRYPPAYXTCHCTRLGFDC

TheStreet.com Rating: C What is this?

  • +
  • FTO
    Frontier Oil Cp
  • $10.95
  • -10.61%
  • $12.00

refiners will nicely recover, fto is one of the best

People owning FTO also tend to own: CROXDDREVRFLANEMPDKDKN.OB

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date

ACAS 29.24 -55.40% Jan 18th
AUY 14.80 -73.18% Jan 18th
CIWT.OB 2.40 -6.25% Jan 18th
LDK 35.78 -47.68% Jan 18th
LMC 7.72 -81.48% Jan 18th
FUR 5.30 -60.94% Jan 18th
HNR 11.66 -36.71% Jan 18th
FTO 30.29 -63.85% May 29th
ETE 32.41 -37.55% May 29th
NSH 25.00 -25.60% May 29th
APL 40.83 -46.61% May 29th
PAL 5.46 -79.85% Jun 23rd
GFI 11.15 -55.61% Jun 23rd
TSL 37.41 -66.80% Jun 23rd
ABK 2.05 +22.93% Jun 23rd
COP 92.76 -47.11% Jun 23rd
PRS 3.10 -82.90% Jun 25th

Average return:

-42.14%

Success rate:

5.88%

Deleted Stocks:

CSE 15.09 +0.93% Jan 18th
FXI 149.02 +2.66% Jan 18th
CVI 25.64 -12.05% May 29th

Hated Stocks:

FSLR 268.22 -48.83% Jun 23rd

Tracking Started: 01-18-2008

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