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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/30/2007 4:37:12 PM
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Fwiw, I made these changes: Started a position in Oilexco (OILXF). A small speculative bet that the company will continue its success with its exploration, development and production of its UK North Sea oil properties. Started a position in Seadrill (SDRLF). A small speculative bet that the company's deep water drilling and service business will remain strong. Also a bet on John Fredriksen, Chairman of the board since Seadrill's incorporation. Mr. Fredriksen is an oil tanker and shipping tycoon, and one of the world's wealthiest people. (He has been the Chairman and Chief Executive Officer of Frontline (in which I have stock) since November 1997. Mr Fredriksen is also chairman of Golar LNG Ltd and Golden Ocean Group Ltd.) Significantly, he's made a lot of money for some who've followed him and bought stock in his companies. (I'm hoping I'm not too late to join him with my SDRLF purchase now.) Started an exploratory position in bdc PCAP. I don't expect much from the the stock. Just hoping it holds up and the good dividend yield continues. Continued to trim auto retailer SAH as price continues to drop. Still holding GPI and PAG in this business. finance.yahoo.com

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