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 dcgatlanta (44.52) Submitted: 10/9/2014 3:52:51 PM : Outperform Start Price: $22.41 LUK Score: +1.04

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

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Member Avatar beppaun (71.24) Submitted: 10/2/2014 4:00:18 PM : Outperform Start Price: $23.65 LUK Score: -2.71

Jefferies plus opportunistic investments at discount to book value

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Member Avatar mrfore4471 (37.58) Submitted: 9/20/2014 11:53:06 AM : Outperform Start Price: $25.40 LUK Score: -6.95

Jeffries & Co., a wholly owned subsidiary, seems to have "broken out" in terms of income. If a couple of other subs could do the same, LUK could start to move up. Lastly, LUK has received approval from the Feds to export natual gas; this could be very helpful for revenue and earnings growth.

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Member Avatar benyboy (< 20) Submitted: 9/6/2014 3:55:24 PM : Outperform Start Price: $26.26 LUK Score: -9.55

fool best buy

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Member Avatar ValueSwap (< 20) Submitted: 8/28/2014 4:32:53 PM : Outperform Start Price: $24.76 LUK Score: -4.63

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: $24.85 LUK Score: -7.54

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 (84.00) Submitted: 7/15/2014 9:12:36 PM : Outperform Start Price: $25.39 LUK Score: -7.99

Jim Gillies piggyback.

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Member Avatar TMFWalter (43.58) Submitted: 6/19/2014 11:04:13 AM : Outperform Start Price: $26.44 LUK Score: -12.51

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 (23.92) Submitted: 6/3/2014 2:27:57 PM : Outperform Start Price: $24.98 LUK Score: -9.16

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 (95.77) Submitted: 5/28/2014 10:19:05 AM : Outperform Start Price: $25.72 LUK Score: -12.53

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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Member Avatar AlexeiVronsky (94.61) Submitted: 5/28/2014 10:07:08 AM : Outperform Start Price: $19.98 LUK Score: -28.10

Cheap diversified company.

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Member Avatar iksnamyzs (78.33) Submitted: 5/18/2014 12:14:11 PM : Outperform Start Price: $24.88 LUK Score: -11.52

Best buy now in stock advisor

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Member Avatar chk999 (99.98) Submitted: 5/12/2014 11:29:52 PM : Outperform Start Price: $25.34 LUK Score: -11.89

Really pretty cheap.

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Member Avatar OKwarrior (37.97) Submitted: 5/10/2014 3:56:59 PM : Outperform Start Price: $25.65 LUK Score: -13.63

interesting company. It is mainly an investment banker, but they have a wide variety of other businesses - from beef processor to recycled lumbar to LNG terminals & lastly California real estate. One wonders if somewhere they lost focus because of so many balls in the air, because they don't seem to be able to consistently make money. Operating cash flow is positive, but there are still headwinds.

I am greenthumbing it as it is trading well below its DCF value w/ a margin of safety of 69%. Debt is minimal so if they can solve some of their short term cash flow issues (maybe sell some of the extraneous businesses) they should be able to rebound bigtime.

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Member Avatar dakelso (44.41) Submitted: 5/6/2014 9:09:42 PM : Outperform Start Price: $25.27 LUK Score: -13.04

Leader has a proven track record of growing book value. Has the cash to allocate. Once cash is working should get some momentum over the next few years.

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Member Avatar Chris1016 (68.46) Submitted: 5/3/2014 9:13:50 AM : Underperform Start Price: $25.54 LUK Score: +14.13

This is a fairly volatile stock that has lost 1/3 of its value in the past 3 years while the rest of the market has done great. On top of that, the CFO is retiring in August. The successor hasn't been named but no matter who it is, there will be added volatility as a result of a new face in this key position.

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Member Avatar jtallenmd (99.54) Submitted: 4/30/2014 3:10:59 PM : Outperform Start Price: $25.30 LUK Score: -12.89

Trading at less than book value. Estimated intrinsic value of $38.

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Member Avatar tsunamied (85.42) Submitted: 4/26/2014 10:47:31 AM : Outperform Start Price: $25.72 LUK Score: -14.78

Great company gone cheap.

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Member Avatar jdbow (50.18) Submitted: 4/17/2014 10:20:50 PM : Outperform Start Price: $25.97 LUK Score: -15.98

Leadership and philosophy are the great things here.
The increase in debt makes it look bad but I think it will be used well.
This stock is for the long run.

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Member Avatar xserver (< 20) Submitted: 4/4/2014 10:25:19 AM : Outperform Start Price: $27.27 LUK Score: -18.41

Bought this after selling AAPL.

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