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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (44513)9/22/2011 8:38:47 PM
From: J Mako   of 78676
 
PH and DOV look interesting.

MRO, Vale - Valuing mining and oil stocks is completely outside my circle of competence. If someone can enlighten me, that'll be great.

To some extent, when a resource company is active in exploration (as opposed to simply drawing down its reserves), the value proposition looks more like an option then a value play.
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