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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (36558)	1/29/2010 12:26:30 AM
From: Spekulatius	Read Replies (1) of 78729

re XOM - I agree it's looking cheap relative to recent history but not relative to other oil stocks though. I compare XOM PE of around 11 and the 2.5% dividend yield with TOT (just to name one example) 8 PE and 5.3% yield, I am having a hard time paying for such excellence. I was somewhat disappointed with the XTO takeover too and the fact that they paid full price. I thought it's a good time to acquire assets for cheap. So I think I'll take a pass on XOM. Besides TOT, MRO looks good to me and I bought some shares recently. Nice production growth over the years and assets in Westafrica, Bakken and Canadian oil sands. Refining is hurting but 75% of MRO's value is in the upstream segment according to MCDEP.

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