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Transocean is trading at low multiples and has significant upside potential as the offshore drilling market improves. The company offers a sustainable dividend and is expected to recover revenue effic

Apple is not just a growth company but also presents a good value proposition, trading at a reasonable multiple compared to its earnings. The analyst projects Apple can earn $40 per share next year, w

Sallie Mae has a strong asset quality with 81% of loans guaranteed by the U.S. government. The stock is trading at $13, which is half of its market multiple, and the company is expected to earn $1.80

KKR Financial has a dividend yield of 9.75% which is covered twice by earnings, making it an attractive investment. The stock is currently trading at $7.75, which is 20% below its real book value of a

Lee Cooperman notes that his technology analyst is studying Citrix Systems, indicating interest in the company's potential based on its financial metrics and market position.

AVX has a strong financial position with cash well in excess of book liabilities, indicating a solid investment opportunity.

Intel is a profitable business generating substantial cash, with a large cash balance that supports its asset value, making it a solid investment.

Microsoft has a strong cash position well in excess of its book liabilities, making it a safe investment with significant asset value.

Wheelock & Company is a huge private equity and real estate developer, also trading at a substantial discount from net asset value, indicating potential for appreciation.

Hang Lung Group is a leading developer of shopping centers in mainland China, trading at a substantial discount from net asset value, making it an attractive investment.

Investor AB trades at 125 Swedish Krona with a net asset value around 189, representing a substantial discount and favorable long-term growth prospects.

Capital Southwest trades at $84, yet has a net asset value around $140, indicating a significant discount and potential for value realization.

Applied Materials is the world's leading producer of chip manufacturing equipment, trading near $11 and selling at around 10x earnings, with a strong financial position.

Brookfield Asset Management has a net asset value of around $40, trading near $29 per share. It has significant ownership in Class A office buildings and hydroelectric investments, indicating strong g

Cheung Kong Holdings has a net asset value of around HK$140 per share and is experiencing panic selling due to fears regarding its European presence. The company has strong prospects for NAV growth, m

The company has an excellent franchise in pain medications and is expected to recover its earnings and valuation despite current pressures from generic competition. With a pipeline of potential drugs

Research in Motion is undervalued at $47, reflecting market skepticism about its ability to sustain earnings. The company has a strong return on equity, significant cash reserves, and generates substa

Iridium represents an attractive structural short investment due to its impending financial challenges and increasing competition in the satellite communications industry. The company plans to invest

OPAP S.A. is undervalued due to the negative sentiment surrounding Greek stocks, trading at 4.5x EV/EBIT compared to a historical average of 8x. The company has a strong financial position with no deb

The Williams Companies (WMB) is an integrated natural gas energy company that is undervalued due to low natural gas prices and skepticism about a potential business split. The new leadership is expect

BLT is undervalued due to misconceptions about its exposure to the U.S. housing market, with over 70% of sales coming from international markets. The company has a strong niche position with a global

Subsea 7 is currently the largest position held, trading at $25 per share with earnings projected between $1.00-1.20 per share. Despite its high valuation, the company has strong management and a soli

NewMarket is a low growth, mature business with significant barriers to entry and a strong competitive position. The company has shown improved earnings potential, generating approximately $12 per sha

Acergy is well positioned to benefit from the dramatic growth of deepwater development, particularly as natural gas discoveries become economically viable. The company has successfully restructured an