Leucadia National Corp. (NYSE:LUK)

CAPS Rating: 4 out of 5

A diversified holding company engaged in a variety of businesses, including manufacturing, real estate activities, medical product development, winery operations and residual banking and lending activities that are in run-off.

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Member Avatar motto1628 (46.01) Submitted: 8/16/2015 11:57:57 PM : Outperform Start Price: $23.23 LUK Score: -3.81

outsider

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Member Avatar kevinben (32.64) Submitted: 7/16/2015 10:30:26 PM : Outperform Start Price: $24.90 LUK Score: -8.25

graham

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Member Avatar dstwhit (80.44) Submitted: 6/5/2015 12:30:50 PM : Outperform Start Price: $24.25 LUK Score: -7.18

leadership: top cap allocators; iv and sa bb; shareholder friendly

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Member Avatar TMFCavalier (69.62) Submitted: 6/5/2015 10:30:27 AM : Outperform Start Price: $23.75 LUK Score: -5.71

An investment in LUK is an investment with its leaders - CEO Rich Handler and President Brian Friedman. We are entrusting these two to allocate capital efficiently and profitably, and I think they will do just that. They have shown a knack for making opportunistic investments that others can't or don't want to make (e.g. FXCM). This stock might not be doing much now (only trading a 0.8x book value), but this has serious potential to be a market outperformer.

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Member Avatar Frycup (< 20) Submitted: 5/20/2015 9:37:31 AM : Outperform Start Price: $23.89 LUK Score: -6.56

This company has the financial muscle to acquire and grow through a stagnating period of our economy OR through a period where interest rates rise and the economy performs. Works either way.

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Member Avatar TMFBoiseKen (94.56) Submitted: 5/6/2015 9:47:06 AM : Outperform Start Price: $23.67 LUK Score: -5.64

Bargain to book value with world class leadership. This is a buy and forget company, IMO.

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Member Avatar luremaster (42.03) Submitted: 5/2/2015 2:53:20 AM : Outperform Start Price: $23.91 LUK Score: -5.24

great management

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Member Avatar scotchn14 (75.25) Submitted: 4/30/2015 12:12:17 PM : Outperform Start Price: $22.11 LUK Score: -2.47

A baby Berkshire with a stellar management team currently trading under book value. Sounds like a recipe for succuess

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Member Avatar Kimer62 (47.11) Submitted: 11/9/2014 12:54:29 PM : Outperform Start Price: $23.52 LUK Score: -5.58

good value, Jeffries will Carry the load!

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Member Avatar Daedalus21 (46.29) Submitted: 11/8/2014 11:20:15 AM : Outperform Start Price: $23.52 LUK Score: -5.58

Sells at 0.92 times book value, has a well diversified group of businesses, and is run by one of the best CEOs on Wall Street.

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Member Avatar Mich (36.94) Submitted: 11/7/2014 2:57:00 PM : Outperform Start Price: $23.66 LUK Score: -8.02

Strong upside potential

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Member Avatar dcgatlanta (36.17) Submitted: 10/9/2014 3:52:51 PM : Outperform Start Price: $22.23 LUK Score: -7.53

Priced around 80% of book value; No catalyst I can identify, but profitable and making new investments.

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Member Avatar beppaun (67.78) Submitted: 10/2/2014 4:00:18 PM : Outperform Start Price: $23.46 LUK Score: -10.93

Jefferies plus opportunistic investments at discount to book value

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Member Avatar benyboy (< 20) Submitted: 9/6/2014 3:55:24 PM : Outperform Start Price: $26.05 LUK Score: -17.15

fool best buy

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Member Avatar ValueSwap (< 20) Submitted: 8/28/2014 4:32:53 PM : Outperform Start Price: $24.56 LUK Score: -12.54

price below book value. A few investment in their portfolio will take time to show up in value, as there are no specific time frame for them, so the market is miss price.

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Member Avatar PeteH66 (< 20) Submitted: 8/15/2014 1:17:38 PM : Outperform Start Price: $24.65 LUK Score: -15.50

Too far beaten down; market just doesn't understand. Give it several quarters, and they'll figure it out.

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Member Avatar TMFTypeoh (83.67) Submitted: 7/15/2014 9:12:36 PM : Outperform Start Price: $25.19 LUK Score: -15.79

Jim Gillies piggyback.

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Member Avatar TMFWalter (67.06) Submitted: 6/19/2014 11:04:13 AM : Outperform Start Price: $26.23 LUK Score: -20.13

This investment bank and diversified holding company trades at only 1 times book value. Also, they've teamed up with BRK to form a mortgage company called Berkadia. If Buffett likes them, so do I.

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Member Avatar MNDLBRT (< 20) Submitted: 6/3/2014 2:27:57 PM : Outperform Start Price: $24.78 LUK Score: -17.13

LUK trades below book. Look for an acquisition strategy that results in the NPV (net present value) going up. Further, there is activity in meat processing right now, one area LUK has holdings, and LUK may be able to capitalize on that. This is a bet on the management. Do not watch the stock price, watch the free cash flow & debt. Over the long run, if these track well, the stock price will follow.

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Member Avatar hba24 (93.67) Submitted: 5/28/2014 10:19:05 AM : Outperform Start Price: $25.51 LUK Score: -20.36

A poor(!) man's BRK, maybe, right down to the "Outsider" CEO and Chairman, and the long-term holding period. Plus LUK is currently trading below book value.

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