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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (24704)8/24/2006 2:26:28 PM
From: Keith J  Read Replies (5) of 78748
 
Paul,

Purchased CHS and ESV for the first time today.

Near term issues with CHS are apparent, but I think they may be too conservative with their projections at this point. Unless some hurricanes hit the U.S., one would think the year-over-year comparables would not be as difficult to meet. Also, valuation metrics compared with ANN are more reasonable to me at this point.

ESV looks attractive here, even if there is some short term softness is Gulf of Mexico operations. Worldwide demand appears solid (I also own THE but they are more focused on the U.S. market).

KJ
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