Don't Bite The Hand That Feeds You

[BreakoutÎnvestments]

Hey Invisiblehand, just found your board via link on ABK.

Here are some of the plays I'm in

Long term:

Ambac Financial Group, Inc. (ABK)

Institutions still own 91%+ of the float; even with the sharp decline
According to TheBuyList.com, Fidelity Growth and Income just added 9.3+ million shares, adding to the millions more recently bought by other funds
The enterprise value is 73.5% higher than the market cap
8 analysts are still saying to "Hold." None are saying it's an "Underperform" or "Sell"
The CEO, Michael Callen, recently bought shares at $2.60
Next year is expected to bring in .56 in earnings (average from 7 analysts)
The company is anticipating a $500 million capital cushion by the end of the second quarter
They have no current plans to raise additional capital
They have a solid franchise with a 37-year history of serving financial markets

AAR Corp. (AIR)

Analysts are very enthusiastic about this stock with 7 of 9 calling it a "Strong Buy" and the other 2 calling it a "Buy." The stock has a book value of $14.57, which is only $1.32 from yesterday's closing price!

Both the Training P/E and Forward P/E ratios are super low at 9.55 and 7.22, respectively. PeakStocks.com's founder, Chris Fernandez, has previously stated, "By every single metric I use, and believe me, I use a lot of them, AAR should be no less than DOUBLE from where it sits right now, and still be undervalued!" And that was when it was trading higher than the current price.

Shorter Term:

GeoEye, Inc. (GEOY)

I'm in for the satelitte launch. Excellent information: http://peakstocks.com/buy-alert-geoeye-inc-nasdaq-geoy-buy-14-position-61208-around-1650

Date the metrics were analyzed: May 5, 2008.

• Discounted Cash Flow (DCF): GeoEye should be at least DOUBLE from where it sits today using even anemic assumptions.
• Enterprise Value to EBITDA: (EV/EBITDA): Using this metric, GeoEye is at least 145% undervalued.
• Trailing Price to Earnings (P/E): Using this metric, GeoEye is at least 125% undervalued.
• Forward Price to Earnings (P/E): Using this metric, GeoEye is at least 60% undervalued.
• Price to Forward Earnings to Growth (PEG): Using this metric, GeoEye is at least 80% undervalued.

There are others, but these are the three I'm most excited about









Favorite Boards:
http://www.investorshub.com/boards/board.asp?board_id=9553
http://investorshub.advfn.com/boards/board.asp?board_id=4929

All annotations and statements are in my opinion