Clairvest Group Inc

CVG-T

(Top Pick Mar 24/11, Up 17.65%) A mini Onyx. Trades at a big discount to what he things the net asset value is. Thinks the share price should go higher.

(A Top Pick Oct 5/10. Up 25.79%.) Still likes.

A Private equity firm. Canadian based company with investments in casino and gaming industry. Well run business. Good investment track record. Significant insider ownership. $18.50 book value. Significant upside. Conditions in the private equity market are so attractive – low interest rates, better financing terms, attractive public market multiples to monetize your assets.

Private equities. All the insiders have fairly large positions, which he likes. Misunderstood, under followed opportunity. NAV are (primarily casino/gaming assets) is basically at BV of about $18 a share.

Very low trading volumes, therefore institutions don't participate.Not a bad company.Under followed by analyst.

Excellent management. Investing in casinos. Thinly traded.