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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20484)1/19/2005 10:08:54 AM
From: TimbaBear  Read Replies (1) of 78704
 
Spekulatius

Thoughtful argument well presented. Will review my thinking in light of the approach you take.

Even if your approach proves to be entirely correct, I suspect I can get the 12% and still be able to sell the shares at or above my purchase price, as long as I leave a decent amount of time before production is projected to fall below 90,000BPD. With as short-sighted as our market seems to be, I would guess I could get another year at least.

I agree with your opinion of E&P companies which is why I own XEC.

Thanks again for the cogent presentation and I'll mull it over.

Timba
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