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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (37142)	3/29/2010 5:22:33 AM
From: Walter Bagehot	Read Replies (1) of 78670

Couple more: EnCana - severely out of love at the moment - marginal premium to book value (my worry is at what value that book is at). Replacement ratio high (but knowing little about gas, is that problematic for the pressure they have to contain in their system?). Consistent dividend history and low-ish debt. Would prefer more cash on balance sheet though. Constellation Energy - they cancelled the MidAmerican merger and clearly saw more value as an independent (it was very cheap at the time). I see more value in it - still trading below book with lots of cash. Debt moderate, but manageable. A lot of contract drillers / offshore come up on my screening for value variables - I am hesitant due to linkage with oil price and demand for services concentrated with few customers. Any thoughts in the group? Alex

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