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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (30693)	4/21/2008 4:28:49 PM
From: Paul Senior	Read Replies (3) of 78652

Marcellus related. Have started to buy ATN now. (And added a bit to CHK.) ATN mentioned in your link: seekingalpha.com I don't like the l.p. structure when it comes time for me to file K-1 tax forms. Looks like from ATN's website, they've made transferring info to Turbotax very simple. That's a positive for me. I note Omega Advisors (Cooperman and Einhorn) may have a position. (So says Yahoo). Another positive. I don't understand well enough the relationship between ATN and Atlas Pipeline Partners, APL. (Cooperman and Seth Klarman both in this one, apparently). These companies are linked. More homework required. Marcellus...Bakken...Montney --- Man, I feel I'm on the edge taking positions in these plays.

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