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

-
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!)

-
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

-
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

-
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

-
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

-
FUR
Winthrop Realty T - $2.07
- -10.78%
- $2.30
undervaluied REIT, 5% yield, committed insiders and value investors

-
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

-
FTO
Frontier Oil Cp - $10.95
- -10.61%
- $12.00
refiners will nicely recover, fto is one of the best
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