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Strategies & Market Trends : Value Investing

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To: Rainy_Day_Woman who wrote (25825)1/26/2007 1:00:03 PM
From: Grommit  Read Replies (2) of 78740
 
HTE vs PWE. I agree that PWE has advantages over HTE, but higher quality, not sure what that means. Double check my data, but here's my take:

HTE
RLI 9.5 yrs
dividend announced - pays 18.2%
70% crude, 30% NG
60% hedged in 2007
refinery - good or bad? I think good. It does not deplete.

PWE
RLI 10.5 yrs
dividend also just announced - pays 11.7%
has oil sands
53% NG
34% hedged in 2007

tough call. I own them both, but greedily own more HTE.
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