This board was set up for students of the CAVIE seminar taught by Dr. Athanassakos in the summer of 2008 to keep in touch after the week-long seminar ended. Attendance at that seminar is not mandatory to participate here, all value-minded investors are welcome.

Mark,

   Thanks for setting up the board. I will check it from time to time. George suggested Harley-Davidson and Sanderson Farms as companies to study. I think that they have cases written and available through the Ivey publishing website. I'll check Edwards life Sciences is a big holdilng in the Mackenzie Mutual Funds Universal funds and it may be worth looking at becuase it is reputed to be a strong franchise firm (pacemakers).

Bob

Thanks, Mark, for setting up this forum.  I look forward to keeping in touch with our classmates as we all work through real case studies.  United Health (UNH) is my first, as it represents a meaningful holding in my portfolio, and is currently sucking gas.  Morningstar is using a slightly different Kd, Ks, and EPV than what I calculated, and as a result winds up with a higher Intrinsic Value than what I came up with.  Given the stock's performance this week, the market seems to be saying the company will never be a viable player in health care services again.  That seems a bit overstated to me.  Anybody have any thoughts?

Cheers.