Good value and will overcome their problems. Trades at about 60% of BVand 1X tangible Book Value. Good earning power and looking for $1.50 next year. Can earn $2-$3 a share on its current asset base.

2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.

Well diversified global industrial with 50% of revenues from outside of North America. Do Otis Elevators, Carrier air conditioners, Pratt & Whitney engines and control almost 40% of the jet business. Reasonable multiple.

(A Top Pick Nov 11/09. Down 27%.)Business consulting in bankruptcies, forensic accounting, etc and the assumption was that do well in any kind of market. Didn’t make as much money as expected. Coming back and still likes.

(A Top Pick Nov 11/09. Down 5%.) Home health care and were affected by health care reform. Long term a good company and industry.

(A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash.

Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.