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Strategies & Market Trends : Value Investing

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From: Brinks	10/14/2006 12:53:49 PM
	Read Replies (3) of 78741

Over the years I have posted about four gas and oil selections on the Value Thread. One of the reasons for posting them on the Value Thread is that I believed they were all tremendous value picks for a variety of reasons documented in my write-ups. I also wanted to be able to document a history of such selections which are below. I am working on another one this weekend and I thought it would be good to review my history on gas & oil selections. When I posted about AEZ and Storm Cat no one paid attention. When I posted about Teton the summary was all over the internet within a few hours. Delta is a truly unique situation. Not sure I will ever find another one quite like it. However the one I am working on is unique also and IMHO the timing is absolutely perfect. This is a summary of the Oil & Gas picks I have introduced here for your due diligence and consideration: 1) Introduced on Value Thread 8/19/06 Delta Petroleum Price $ 17.83 Today $ 24.18 Message 22735724 Price Chart approximately since 8/19/06 finance.yahoo.com Discussed here: www1.investorvillage.com As someone stated yesterday about Delta: "Nice to have all the bases loaded." Latest Delta summary: www1.investorvillage.com 2) Teton Energy Introduced on Value Thread 2/3/05 $ 1.32 Today $ 4.29 Message 21011483 This is a Benjamin Graham Net Net Stock: Book Value Per Share= $1.97 Cash Per Share = $1.99 Market price Per Share = $1.32 % Market Price to Book Value =67% % Market Price to Cash per Share= 66% Bottom line is one is buying cash at a 34% discount. Shares outstanding=9,121,094 Float = 4.8 million Insiders hold 47% of the stock Trades 30,000 shares a day over last 3 months Price Chart since 2/3/05 approximately--removed cost of position and still hold--note stock highs finance.yahoo.com 3) Storm Cat Energy Introduced on Value Thread 11/13/04 Price .85CDN (split adjusted) Today $ 1.87CDN Now traded on AMEX SCU Message 20765427 Price Chart--note highs--removed cost of position and still hold--note highs finance.yahoo.com 4) American Oil and Gas Introduced on Value Thread 1/9/04 Price $ 1.10 Today $ 6.05 (My average cost was $ .72) Message 19675432 Price chart--note 1/04 price--removed cost of position and still hold finance.yahoo.com

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