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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (25092)	4/16/2007 1:18:11 PM
From: E_K_S	Read Replies (1) of 78748

Peeled off some shares from CMCSA (Comcast- Recent threee-for-two Stock Split in Feb 2007) and CVX (Chevron) and rolled the proceeds into COP (Conoco). COP pays a slightly higher dividend than CVX. COP has a lower forward PE than CVX (8.33 vs 10.52) and allows me to diversify my Integrated oil group. CVX is trading at an all time high and represents a 2:1 weighting compared to my next largest oil holding (XOM). I think I will continue to move CVX money into COP over the next several quarters. I like COP's domestic holdings specifically their natural gas reserves and pipeline partnerships assets. Over the last five years, these Integrated Oil companies have out performed the S&P significantly. COP is the top performer during this period with XOM and CVX following. finance.yahoo.com^gspc;indicator=volume;charttype=line;crosshair=on;logscale=on;source=undefined

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