citi increases valuation, page-15

He didnt give one, it was a 30 second bit where he said what stock he was watching closely and tipping. One would assume his intrinsic value is north of $6 however. He said there are only 9 stocks he believes are trading below intrinsic value.

Now that FGE has made a cheap acquistion and the CLO JV will yield some earnings (he previously knocked this) this would improve his valuarions.

He also threw in SLR.

Ben Clarke liked NCM.