My Personal Investments

I have two different investment accounts, the original account I opened was a taxable account, and about nine months ago I started a Roth IRA. I hold five different companies in the taxable account and one ETF (exchange traded fund) tracking an index in my IRA. I typically look for value investments that trade at a discount to their intrinsic value
In my taxable account my oldest holding is ATP Oil & Gas ticker symbol ATPG. The company is an oil E&P (exploration & production) company. The company focuses on the production of oil instead of  exploration. They do this by focusing on wells that have proven reserves. They have a 98% success rate of getting oil out of the ground. They have racked up a lot of debt in the last few years, but this has been spent on capital expenditures for two different projects. They were well on their way to producing the first of these projects called Telemark until the BP oil spill. Over the next two years their production will increase as Telemark and Cheviot are brought on line.
The second holding is The Blackstone Group ticker symbol BX. Blackstone is a private equity company. They manage funds for large investors where they take public companies private. They manage close to $100 Billion dollars. They make money through management and profit fees. For instance they will charge 2% for assets under management, and 20% of profits as they exit investments. This company is one of the best in the business, with good long term fundamentals.
The third business in my portfolio is Capital Source Bank ticker symbol CSE. This company used to be a REIT and has since acquired a bank right before the financial crisis. They are well capitalized and have handled most of their credit losses. They are redeploying their assets at good yield spreads, as well as generating $1 billion dollars of new loans annually. Currently they are trading at only 1.2 x BV where most banks trade at 2 x BV.
The fourth holding is Eagle bulk shipping ticker symbol EGLE. The company has a modern fleet of ships and operates in a niche market. they have long term charters giving them a guaranteed revenue for multiple years. They trade a significant discount to BV. The only problem I see with the company is the leverage caused by their new build program but I see the shipping sector improving with the world economy.
The final holding In my taxable account is Vantage Drilling Company ticker symbol VTG. They are a young oil drilling company with four new jackup rigs and a deep water drill ship along with other management contracts. The company has done a great job managing their own fleet with about a 99% utilization rate and trading at a discount to book value.
In my IRA I hold the Russel 3000 Growth Index ETF ticker symbol IWZ. It holds many different companies from Google to Apple, along with many other companies. and basically allows me to follow the market but I may shortly change my asset allocation inside the IRA to follow a different strategy.