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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35857)11/7/2009 9:48:23 AM
From: Area51   of 78686
 
In addition to NAV and PV-10, the other (more-important) thing to look at is CF and EV\EBITDA and I think ATPG looks very good if you look at those metrics (e.g www1.investorvillage.com and managements forward projections on production and assume oil prices stay somewhere around where they are now. If you assume that the management projections are all hogwash not so much (but my personal opinion is that ATPG management does a pretty good job).

The other thing that gives me some confidence s that Ed Ajootian I think has a position, and this guy is one that makes coming to SI worthwhile and profitable.

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www1.investorvillage.com
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