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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (24980)	10/11/2006 8:35:10 PM
From: E_K_S	Read Replies (1) of 78744

Hi Madharry - I am bullish on natural gas and in the last year have bought into a few different plays. One in particular that has done well is EP. I started to accumulate shares a few years ago around $7.00. They have a large interest in both natural gas and gas pipe lines. I have peeled off a few shares above $15.00 but continue to hold as management pays down their debit. The nice part about owning a pipe line "distribution" company (Mr. Buffet understands this) is that whatever the price of the commodity, the pipeline makes money. It's all it the amount of gas you move through your pipeline rather than the price of that gas. It also helps if you own a lot of that gas at below market prices too. Ten percent of my holdings include "value" companies" that have some interest in (1) natural gas or (2) natural gas distribution (by pipe line or by ship). There is definitely value in Canadian companies because of the natural resources they own. The strength of the U.S. dollar vs the Candian dollar makes many of the investments an even better value. EKS

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