Date updated:03-05-2008
opportunistic

-
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

-
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

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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

-
FASRF.PK
Fasrf.pk - $0.00
- N/A
- $N/A
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
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07/10/2007 18:39 PM CDT Asked by jmb063
I love FDG but the rest... yawn