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Strategies & Market Trends : Value Investing

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To: Brinks who wrote (21054)6/30/2005 12:50:56 PM
From: Paul Senior  Read Replies (2) of 78774
 
Fwiw, reloading EGR position.

Cash rich company in oil business. (More safety---cash/investments/"equivalents" on balance sheet than what Yahoo shows ($1.148 cash/sh.)

Thinly traded, often with a large spread. A company with not much public history.

Small bet only for me.

(Company was more attractive last year at lower prices, but current price vs. cash/equivalents seems okay to me at this point.)

Jmo, I could be wrong.

finance.yahoo.com
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