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Strategies & Market Trends : Beat The Street With SI Traders

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From: heinz442/9/2010 8:01:08 PM
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VRO--Josef Schachter: All three of these companies have excellent
management teams and have been very successful
with the drill bit and with building large inventories of drilling
opportunities. The Cardium oil play has been key to
the substantial increase in Vero and Delphi. Both of these
companies also have other very attractive oil and high
impact natural gas upside. Our 12-month target for VRO is
$9.25 (now $7.14) and for DEE $2.80 (now $2.03). For SDX,
the company has been very successful with their participation
in Egypt in the Gemsa light oil discoveries and
with their most recent acquisition of a 50% interest in a
very high impact oil exploration block in Kom Ombo.
This is an early stage project and upside could be very
material to the company which will be a joint operator with
Dana Gas. This property was once a part of Centurion Energy
(purchased by Dana) and the management of SDX
were the successful management team from Centurion
who are very familiar with Egypt. Our 12-month target for
SDX is $1.38/share. WE RECOMMEND BUYING THESE
AND ALL OF OUR RECOMMENDED SECURITIES ON
WEAKNESS (If they have high impact drilling activity in
the short run) OR WHEN THE STOCK MARKET HAS HAD
ITS CORRECTIVE PERIOD
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