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Strategies & Market Trends : Value Investing

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From: Paul Senior	1/27/2010 12:06:44 PM
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Am increasing some of my positions also today: More HQS. Profitable company at p/e 7-8, under stated bv, selling at twice cash/sh; cash exceeds debt. More ATPG. My fav for an oil speculation. Market cap below nav and movement toward completing some important oil development projects are the attractions. I seem to be adding to oil positions: Getting sucked in to all the excitement/brouhaha over IOC (ref.: Big Dog's thread), and to be part of it I'll take just a few shares now as stock drops a bit. (I view my entrance as more to do with a personality fault of mine, and not as a recommendation for anyone here to buy this stock). Starting a position in Canadian Enterra Trust (ENT), soon to move from that capital structure to a corporate structure. SI shows tangible book value of $3.32 vs. today's stock price about $1.82. Nothing else special that I see. Company is reducing debt, apparently attempting to be more fiscally responsible: Latest company presentation here, fwiw: enterraenergy.com Order in for more IPHS, hoping for a fill closer to today's lows.

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