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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (10358)4/16/2000 5:00:00 PM
From: Archie Meeties  Read Replies (1) of 78748
 
The first phase of the energy cycle is still underway, although most of the very inexpensive stock is long gone. If you're still interested in the e&p side, the bargains remains in Canada and elsewhere. Talisman, Petrocanada, ENI all are still undervalued. There remains some laggards among the OSX and kin, of which I like FGH, PGO. FGH has a book value north of $6, so at Friday's close of just over $6 it's pretending that future investment in oil exploration will not exist. PGO is interesting because of it's holding of SPNX.

I think tech has a long way to go until I'm interested.
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