hhbportfolio 1
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average rating: 2.50 / 4 ratings
Created by harry branning
DESCRIPTION:

Date updated:03-05-2008

opportunistic

symbol name last price % change open
  • +
  • MVC
    Mvc Capital Inc
  • $11.79
  • -4.15%
  • $12.18

believe this venture fund is undervalued by 25% vs peers and has an intrinsic value of $21 a share

People owning MVC also tend to own: FASRF.PKFDGLUKPDSACIBACCFC

TheStreet.com Rating: B- What is this?

  • +
  • FDG
    Fording Cdn Coal
  • $78.47
  • -1.15%
  • $77.91

It's metalurgical asssets are very valuable and it's shipping costs will come down in mid 2007; steel prices remain firm with scrap levels also strong; when Canada clears up their new taxation mess these stocks will trade much better based on long term value

People owning FDG also tend to own: FASRF.PKLUKMVCPDSALDACRYPDLX

TheStreet.com Rating: B+ What is this?

  • +
  • PDS
    Precision Drill T
  • $10.26
  • -11.17%
  • $10.93

Dominent Canadian drilling in a weak geo market; again as much a political/tax problem as Canadian E&P companies have slowed cap spending while mkt sorts out new rules; some smaller energy companies could default on leases but PDS can weather this storm; Cabada remains a "safe" exploration area and PDS will be an integral p[layer

People owning PDS also tend to own: AAVABXAADGAMATAQRBGRBXL

TheStreet.com Rating: C What is this?

great Norwegian internet growth story with growing client list

People owning FASRF.PK also tend to own: FDGLUKMVCPDS

TheStreet.com Rating: No Rating What is this?

  • +
  • LUK
    Leucadia Natl Cp
  • $27.88
  • -8.32%
  • $29.76

hidden assets in asia make this a stock to own

People owning LUK also tend to own: AETBZHCGIFBPHOVKBHMDC

TheStreet.com Rating: B What is this?

 

Start Price

Return Value

Start Date

MVC 18.00 -34.50% Jul 17th
FDG 35.11 +123.50% Jul 17th
PDS 24.0736 -57.38% Jul 17th
FASRF.PK 2.50 ------ Jul 17th
LUK 44.23 -36.97% Mar 5th

Average return:

+1.66%

Success rate:

25%

Deleted Stocks:

ITW 58.12 -16.57% Jul 17th
CREE 29.19 +1.27% Jul 17th

Tracking Started: 07-17-2007

07/10/2007 18:39 PM CDT Asked by jmb063
I love FDG but the rest... yawn

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