BARGAINS FOR THE VALUE INVESTOR

CEDC , LVS , MTL, TTHI ,SPMD ,DRL

CEDC BARGAIN FOR THE VALUE INVESTOR

Central European Distribution Corporation (CEDC) operates primarily in the alcohol beverage industry. CEDC is a producer of vodka and is Central and Eastern Europe's integrated spirit beverages business. During the year ended December 31, 2010, it is measured by total volume, with approximately 32.7 million nine-liter cases produced and distributed. The Company's business primarily involves the production and sale of its own spirit brands (principally vodka), and the importation on a basis of a range of spirits, wines and beers. Its operations are conducted in Poland, Russia and Hungary. During 2010, it opened up a new operation in the Ukraine to import and sell its vodkas, primarily Green Mark. In February of 2011, CEDC completed purchasing of the remaining stake of the Whitehall Group. On January 20, 2010, CEDC completed its acquisition of Russian Alcohol. In August 2010, CEDC closed the sale of 100% of its wholesale business in Poland to Eurocash SA. 233.43M N/A 51.03B 26.06B 1.08B Employees: 4,153 41,4021 23,786 70,000 2.21K Qtrly Rev Growth (yoy): 45.10% N/A 0.90% 11.10% 19.00% Revenue (ttm): 825.89M 10.68B1 15.71B 22.95B 997.10M Gross Margin (ttm): 39.43% N/A 59.64% 37.98% 41.27% EBITDA (ttm): 90.90M N/A 4.57B 4.52B 179.00M Operating Margin (ttm): 8.64% N/A 26.48% 12.80% 12.68% Net Income (ttm): -938.92M 1.06B1 3.00B 1.81B N/A EPS (ttm): -13.11 N/A 4.80 1.53 0.96 P/E (ttm): N/A N/A 17.05 14.44 16.67 PEG (5 yr expected): -0.79 N/A 1.34 3.64 1.34 P/S (ttm): 0.30 N/A 3.21 1.14 0.95

LMLP - Great Value Bargain at 1.72

LMLP PVT1 PVT2 PVT3 Industry Market Cap: 48.56M N/A N/A N/A 288.03M Employees: 59 N/A N/A N/A 992.00 Qtrly Rev Growth (yoy): 16.50% N/A N/A N/A 16.90% Revenue (ttm): 48.01M N/A N/A N/A 193.23M Gross Margin (ttm): 51.22% N/A N/A N/A 36.00% EBITDA (ttm): 19.01M N/A N/A N/A 21.51M Operating Margin (ttm): 37.97% N/A N/A N/A 6.44% Net Income (ttm): 10.44M N/A N/A N/A N/A EPS (ttm): 0.37 N/A N/A N/A 0.12 P/E (ttm): 4.70 N/A N/A N/A 17.18 PEG (5 yr expected LML Payment Systems Inc. provides payment processing solutions primarily to businesses and organizations that use Internet to receive or send payments in Canada and the United States. The company provides electronic payment and risk management solutions for mail-order and telephone-order call-centers, and online merchants and brick and mortar merchants, including government and financial institutions; and offers solutions that enable e-merchants to accept credit card and debit card payments, electronic funds transfers (EFT), and automated clearing house (ACH) payments. It also provides hosted solutions, including a connection between the merchant’s Website and its host system that provides the merchant with a shopping cart with secure payment processing for credit cards and debit cards, EFT, and ACH payments; a secure order management interface; multiple currency and shipping options; and reporting and reconciliation tools. In addition, the company offers authentication tools for merchants to reduce the risk inherent in card-not-present credit card transactions; other authentication services that provide information related to the validation of credit card orders and fraud screening of applications by consumers; and various risk management tools. Further, it licenses its intellectual property estate, which includes five United States patents related to electronic check processing methods. Additionally, the company engages in primary and secondary check collection, including electronic check re-presentment. Its check processing services involve return check management, such as traditional and electronic recovery services to retail clients. The company sells its products and services indirectly through channel and technology partners; and directly through its Website and internal sales staff. It serves approximately 10,000 businesses and organizations. The company was founded in 1974 and is headquartered in Vancouver, Canada. Key Statistics ):

NASDAQ -SPMD PROFITABLE BARGAIN

                                                                                             Q2 ( 2011)                     2010

Net profit margin	6.89%	-16.67%
Operating margin	24.94%	-2.13%
EBITD margin	-	13.69%
Return on average assets	4.12%	-5.80%
Return on average equity	680.65%	-230.59%
Employees	4,400	-
SuperMedia Inc. (SuperMedia), formerly Idearc Inc., is a yellow pages directory publisher in the United States. SuperMedia also offer online advertising solutions. The Company sells advertising solutions to its clients and places their advertising into its portfolio of advertising media. The Company places its client’s advertising into its portfolio of advertising media, which includes the Superpages directories, Superpages.com, its online local search resource, the Superpages.com network, an online advertising network, its Superpages direct mailers, and Superpages mobile, its information source for wireless subscribers. During the year ended December 31, 2010, it published approximately 1,100 directories in 33 states across the United States and distributed approximately 114 million directories to businesses and residences in the United States

MTL BARGAIN OVERSOLD STEEL STOCK

Mechel OAO is a Russia-based integrated mining and steel company. The Company focuses on the production of mining products, such as coal, iron ore, nickel, and steel products. Its operations are divided into two segments: Mining and Steel. The Mining segment focuses on the production and sales of coking coal concentrate, iron ore concentrate and coke with assets in Russia and the United States. The Steel segment comprises production and sale of semi-finished steel products, carbon and specialty long products, stainless flat products, and value-added downstream metal products, including hardware and stampings. The Company has production facilities in 13 of Russia’s regions, as well as the United States, Kazakhstan, Romania, Lithuania and Bulgaria. Additionally, Mechel OAO owns two trade ports and a railway company.

Key stats and ratios

	Q1 (Mar '11)	2010
Net profit margin	11.54%	7.10%
Operating margin	15.28%	15.77%
EBITD margin	-	20.67%
Return on average assets	8.16%	4.78%
Return on average equity	25.59%	15.01%
Employees	88,146	-
Carbon Disclosure Rating	-	-

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LVS - The most profitable casino stock

Direct Competitor Comparison

LVS PVT1 MGM WYNN Industry Market Cap: 35.41B N/A 5.39B 18.99B 444.47M Employees: 34,000 70,0001 45,000 16,405 4.50K Qtrly Rev Growth (yoy): 47.10% N/A 16.70% 32.40% 8.60% Revenue (ttm): 8.38B 8.91B1 6.32B 4.87B 422.77M Gross Margin (ttm): 47.02% N/A 37.65% 71.77% 47.67% EBITDA (ttm): 2.80B N/A 1.10B 1.28B 71.91M Operating Margin (ttm): 23.75% N/A 7.28% 18.13% 11.19% Net Income (ttm): 1.04B 876.40M1 2.89B 376.57M N/A EPS (ttm): 1.19 N/A 5.75 3.02 0.05 P/E (ttm): 40.94 N/A 1.92 50.78 20.04 PEG (5 yr expected): 0.84 N/A -0.54 0.41 0.73 P/S (ttm): 4.28 N/A 0.84 4.03 1.12

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