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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20962)5/18/2005 10:08:27 AM
From: Spekulatius  Read Replies (4) of 78745
 
Portfolio update Via@34.3$, EGY@3.15$
Bought some Via (instead of Via.b). I preferred Via to Via.b because the premium (typically 0.5$+ ) for Via shares was almost nil. EGY is an oil stock discussed in Dale's thread. Somewhat expensive based on current reserves ( >13$/barrel EV) but very profitable (0.12$/share last quarter)and a good chance that reserves will be increased by current exploration efforts (field extension). The stock has taken quite a beating over the last 6 month.
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