Date updated:01-10-2008
VAM Value Trust seeks long-term growth of capital. The fund invests primarily in equity securities that are undervalued relative to the long-term earning power or asset value of their peers. Typically we seek companies that are currently out of favor and thus generate substantial free cash flow that limits their downside risk. While a direct catalyst may not be identified I use macro analysis to ensure underlying business fundamentals remain strong until the catalyst arrives which usually leads to excellent price appreciation. It generally invests in companies with market capitalizations in excess of $5 billion but may invest in companies of any size. Sector allocations typically mirror the S&P 500 but do diverge as opportunties arise.

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GYRO
Gyrodyne Company - $38.00
- 0.00%
- $N/A
THIS STOCK IS MY FAVOROTE. Worth well over $94!!! In the next 3-6 months I expect NY State to lose the appeal on the eminent domain case. I expect another 80m for the property. More is possible but only gravy. 1/3/07 2/11/07 UP UP UP. Still a long way from my $94 target. BUY IT NOW.

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AES
Aes Corporation - $11.75
- +0.17%
- $11.71
Just a long-term holding of mine from back in the day. I plan to hold forever. 1/3/07 2/11/07 Still Holding

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CSWC
Capital Southwest - $81.85
- +0.55%
- $N/A
Kinda wanted some Private Equity in my portfolio. Their track record is excellent. 1/3/07 2/11/07 No Update

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EMC
E M C Cp - $16.84
- +0.12%
- $16.79
See Checkpoint 1/3/07 2/11/07 Spinning out VMware is a homerun. Buy more to $18.

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PAC
Grupo Aeroportuar - $31.52
- +0.64%
- $31.32
WOW, these Mexican airport companies are CHEAP!!!!!!!!!!!! Guess where American Gringo's are going to travel in the new world of global terror? Mexico is a good answer. BUY THESE AND HOLD. You will do well. 1/3/07 2/11/07 Still Holding. 3/22/07 Did you see the article in the WSJ on the proliferation of low cost airlines in Mexico enabling new consumers to fly rather than drive? This stock is a major "no brainer" Buying all the time!!!

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ASR
Grupo Aeroportuar - $47.16
- -0.44%
- $47.63
See PAC.

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MOS
Mosaic Company (t - $54.54
- -1.16%
- $55.66
POTASH anyone? Major Growth Business. 1/3/07 3/22/07 up 25% already. Still holding.

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HLEX
Hlex - $0.00
- N/A
- $N/A
Holy cow. These guy need to go away. Small PBM with HUGE growth! Not a bad stock to consider. 1/3/07 2/11/07 Has done well. Still Holding. 3/22/07 Up big.Still Holding.
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