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
American Capital - $3.06
- +2.68%
- $2.99
you have to be in this company. outstanding track record, big dividend (which unfortunately the tracking does not account for!)

-
AUY
Yamana Gold Inc - $13.22
- -0.75%
- $13.10
my top-gold play for the coming years, great growth, low cost production, potential underestimated by market consensus

-
CIWT.OB
China Industrl Wa - $1.75
- +2.94%
- $1.70
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 - $8.00
- +3.49%
- $7.65
one of the few undervalued solar-play, determined, committed mgmt, bashed and targeted by big wallstreet houses growth story will prevailin the end; i expect this highly volatile stock to reach 80-100$/share by 2010

-
LMC
Lmc - $0.00
- N/A
- $N/A
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 N - $8.99
- -0.11%
- $8.98
undervaluied REIT, 5% yield, committed insiders and value investors

-
HNR
Harvest Nat Res I - $5.90
- 0.00%
- $5.85
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 - $12.32
- +0.49%
- $12.22
refiners will nicely recover, fto is one of the best
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A. The only one I own : SLX,
too hard pick a winner out all of them
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