Date updated:01-30-2008
No description available

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BBNK
Bridge Capital Hl - $9.79
- -0.51%
- $9.75
nicely growing small bank in silicon valley. A business bank, NO mortgage exposure.

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HNR
Harvest Nat Res I - $9.59
- -3.23%
- $9.91
undervalued due to fears about nationalization by chavez. The "nationalization" has now worked out. look for big earnings next qtr - added 1/08

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MCF
Contango Oil & Ga - $89.20
- -2.50%
- $92.48
president owns a great deal of stock, is a great allocator of capital. Follows JP Getty advice on how to get rich - Get up early, work hard, find oil.

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ESGR
Enstar Group Limi - $87.52
- -1.62%
- $90.57
President owns half of the stock. A colleague at Goldman described him as "the smartest person I worked with at GS". He buys run out insurance at a discount and manages it to termination. Thus it is an insurance company, NOT a finance company. Another great allocator of capital. Buffett would love to own this if it weren't a small cap.

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USG
U S G Cp - $25.60
- -4.97%
- $27.14
Wonderful business that will end up with even more of the sheet rock business when the housing mess finally clears. Buffett offered to buy any amount of this stock at $40 18 months ago (he is largest stockholder). you can buy it at $34 today.

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LOW
Lowes Companies - $20.09
- -0.64%
- $20.40
Amazing bargain at $25. This is NOT a housing stock and it is NOT Home Depot.

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FFEX
Frozen Food Exprs - $5.76
- +1.95%
- $5.77
small cap turnaround story.
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