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Strategies & Market Trends : Value Investing

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To: - with a K who wrote (26997)	6/2/2007 12:47:34 PM
From: E_K_S	Read Replies (1) of 78774

Hi - with a K Thank you you for the lead on UGP. This one sounds like it should fit my diversification program and I especially like that they are located in Brazil. I am very bullish on companies in Brazil as I believe there could also be a positive currency kicker return (Real vs the U.S. $) in the next three to five years. There has been a lot of discussion on natural gas producers located in Canada. Many that I have scanned are Limited Partnerships, not pure natural gas infrastructure plays, highly leveraged and have already had significant price appreciation. One that was mentioned in the recent issue of the Resource Investors Bull & Bear newsletter is COPANO (Copano Energy LLC) finance.yahoo.com . I like their business (http://finance.yahoo.com/q/pr?s=CPNO ) They own natural gas gathering facilities, pipelines, and a processing plants located in the Texas Gulf region. The downside is that they are a Master Limited Partnership (ugly K1's) except there is no general partner to take profits off the top. All of Copano's dividends flow through to the shareholders. The company went public in 12/2004 and has shown an excellent cash flow from their operations. The author is looking for 15% per year total return but the company has already delivered over 38% return because of investors interest. The stock is up another 25% since the writing of the article in April 2007 and IMO is not a value at current prices. Have you heard of COPANO and know of any other companies that operate in Canada and/or U.S. with a similar business - hooks up producing natural gas wells, process & distribute product to end users. EKS

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