shalab Posted December 25, 2014 Share Posted December 25, 2014 Starting the thread on best ideas for 2015: BH - catalyst, activists replace the board. Alternatively, BIG buys back shares to get more control or both. One or both positive outcomes for the stock. LUK - cheap and below book ALLY - still below book Link to comment Share on other sites More sharing options...
innerscorecard Posted December 25, 2014 Share Posted December 25, 2014 Shalab, you may not have seen my question for you in the BH thread - just wondering if you would be comfortable sharing any of your personal experiences interacting with Sardar Biglari? Just curious, thanks! Link to comment Share on other sites More sharing options...
OracleofCarolina Posted December 25, 2014 Share Posted December 25, 2014 PRDGF micro-cap with dry powder..and a rock star CEO Link to comment Share on other sites More sharing options...
berkshire101 Posted December 25, 2014 Share Posted December 25, 2014 IRG - Think they'll finally turn a profit and be appropriately valued at 1 times sales, which is comparable to other restaurants. Joe's Crab Shack is already worth more than the market cap alone. QIWI - Return on capital is well over 100% and they have the largest network of payments in Russia. It's just too cheap! Plus, you have a very smart Billionaire backing it. RAVN - They're going through a restructuring that'll hopefully bare some fruits. Think Ag production will eventually pick up since people will eat more in the coming years. It's been a brutal 2014 for these stocks. Link to comment Share on other sites More sharing options...
AzCactus Posted December 25, 2014 Share Posted December 25, 2014 Although it has been rising I think OUTR can do some good things next year. Link to comment Share on other sites More sharing options...
premfan Posted December 25, 2014 Share Posted December 25, 2014 MTY Food Group Link to comment Share on other sites More sharing options...
benchmark Posted December 25, 2014 Share Posted December 25, 2014 PRDGF micro-cap with dry powder..and a rock star CEO +1 Link to comment Share on other sites More sharing options...
yadayada Posted December 25, 2014 Share Posted December 25, 2014 where do you find the fillings of PRDGF Link to comment Share on other sites More sharing options...
mankap Posted December 26, 2014 Share Posted December 26, 2014 You can get the filings at sedar.com. Here is the link. This is the company in which Sanjeev Prasad is a Director. http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issuerNo=00030626 Link to comment Share on other sites More sharing options...
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