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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30675)	4/16/2008 1:32:46 PM
From: Paul Senior	of 78704

I'll start a small tracking position in Klarman's pick of oil/gas stock, [t]EXH[/t] exterran.com Doesn't appear to be any interest in EXH among the many who follow oil/gas businesses on SI. Stock is near a 12 month low. Seems strange to me when so many other suppliers/servicers to the industry are near highs. And this is no dink company: it has 11,000 employees and does several billion dollars in revenue. Company seems pretty aggressive too - making acquisitions, buying back its stock. OTOH, forward p/e seems high (to me)at 15x. The company is the result of a merger of two similar businesses, and the consequent spinning out of a limit partnership. Perhaps there are still issues with that (cultural/managerial/etc.)

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