Value Maven Portfolio
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Created by Jonathan Cappo
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Date updated:04-09-2008

Value portfilio with spinoffs and special situation stocks

symbol name last price % change open
  • +
  • MCF
    Contango Oil & Ga
  • $53.50
  • -2.07%
  • $54.00

Natural gas exploration comapny run by a great value enhancing CEO.

People owning MCF also tend to own: BZHGSFSWNVLOWHTADBEBBBB

TheStreet.com Rating: C What is this?

  • +
  • ABXA
    Abxa
  • $0.00
  • N/A
  • $N/A

Misunderstood aand grossly undervalued air cargo transportation company that bears no fuel price risk and generates excellent cash flow.

People owning ABXA also tend to own: AAVADGAMATAQRBGRBXLCHK

TheStreet.com Rating: No Rating What is this?

  • +
  • MIR
    Mirant Corp Commo
  • $12.46
  • -2.27%
  • $12.80

Own A warrants; Company completing massive share buyback; stcok undervalued relative to peers; a great play on rising natural gas prices.

People owning MIR also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C- What is this?

  • +
  • FTAR.OB
    Footstar Inc New
  • $0.23
  • 0.00%
  • $N/A

Undervalued shoe retailer that will likely liquidate at end of 2008.

People owning FTAR.OB also tend to own: ABXACNQMCFMIRCCRTCSY.TOHYC

TheStreet.com Rating: No Rating What is this?

  • +
  • CNQ
    Canadian Natural
  • $71.84
  • -2.02%
  • $73.06

Cash flow scheduled to triple over next 5 years due to oil sands project and continued exploration of oil and natural gas.

People owning CNQ also tend to own: ACEAMPAXPBAMBKDNBFPIC

TheStreet.com Rating: C+ What is this?

Portfolio not tracked!

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Q. This is a good read below. 'W...
03.16.10 | 21:52 PM Asked by π

A. Wow!...that was a great read. I really
enjoyed this part below.
----
"Cosmic market-timing signal?
'Death of America's Soul?' Maybe both?
Stone may not fully understand his
powers to see the future, but
collectively, Stone, Klein, Ferguson,
Diamond and many others do
"see" the future. [[[[[They
see the life cycles of societies,
nations, empires and civilizations rise
and collapse on rather predictable time
schedules averaging 200 years.]]]]] Yes,
they "see" what Wall Street
never "sees" because Wall
Street's DNA, their optimism, their
animal instinct, focuses them narrowly
on kill-zone opportunities, heightening
their trading senses, blocking out
dangers, risks, threats, as attack new
market timing signals."
===
I have a whollllllle social cycle
theory/thesis that revolves around our
species and great societies of the past
always reverting back to the ways of
their infancy so to speak before crash
or societal reset. Just like we are now
seeing gladiator style fighting events
in our entertainment (Ultimate Cage
Fighter Competition) in prime
time...with men choking and beating each
other till the point of unconsciousness
...To tattoos and body
modifications/piercings that were once
taboo in society not too long ago....
making a socially acceptable comeback
with a vengeance. Warrior markings of
the ancient world.
Ya ever wonder why some ancient great
societies had child rulers...cause
eventually their society got to the
point where the children were smarter
than the adults from rampant sudden
advancements be it social or
technological.....kind of like children
are today with computers today yes?
And not to mention DNA technology giving
the ability to establish blood line and
nobility.

March 11 at 12:21pm

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