Date updated:03-05-2008
opportunistic

-
MVC
Mvc Capital Inc - $9.36
- -0.95%
- $9.34
believe this venture fund is undervalued by 25% vs peers and has an intrinsic value of $21 a share

-
FDG
Fdg - $0.00
- N/A
- $N/A
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

-
PDS
Precision Drill T - $6.77
- -2.17%
- $6.89
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

-
LUK
Leucadia Natl Cp - $22.81
- -0.35%
- $22.63
hidden assets in asia make this a stock to own
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A. The only one I own : SLX,
too hard pick a winner out all of them
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07/10/2007 18:39 PM CDT Asked by jmb063
I love FDG but the rest... yawn