Here are my big holdings for 2015, and a brief description of my rationale for each:
Still undervalued even after Alibaba's IPO. Maybe 60% upside to the end of 2015. Lots of positive catalysts here:
A Canadian oil E&P company that operates mainly in Egypt. Severely undervalued from recent turmoil in Egypt, relatively minor pump equipment failures, and sudden plunge in oil prices. One of the most undervalued stocks in the oil industry. Easily a 4-bagger when oil prices return to normal.
Israeli semiconductor company. Very depressed at the beginning of this year due to loss of a major customer (MU) after their contract expired and high levels of outstanding convertible debt. Since then, after a change in leadership it announced a JV with Panasonic and a lucrative deal in India. Still undervalued even after more than doubling this year. Probably another 85% upside through 2015. Positive catalysts: