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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (27856)	8/25/2007 1:10:05 AM
From: Spekulatius	Read Replies (5) of 78702

BJS, CPX, NBR. I own a few stocks in energy and they are more or less plays on North American NG: BJS: pressure pumping for NG wells, near 52 week low. NBR, Drilling, also international. Low valuation. CPX. Well service. IPO'd in 2006. Rollup with strong growth and cheap valuation. My investment thesis: Energy equivalent for Gas @6$=36$/BOE. Oil at 70$+. Something has to give. I like the picks and shovel plays more so than the E&P's. I think most pick and shovel plays are basically done with their huge Capex and should now see nice FCF going forward even when the activity in the sector stays where it is right now.

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