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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (36593)4/16/2010 5:40:48 PM
From: Grantcw  Read Replies (1) of 78751
 
ATPG made some great moves this week from a business standpoint, in my point of view.

I like the new debt offering to reduce debt risk long-term. The Entrada buy today looks like it has some upside at such a low-price. And the Telemark oil pumping news from Monday is great. I feel like ATPG is starting to trade more based on Oil than Gas now.

Something in my wants to buy more, but I'm overweight already around 17 on average, and I can't justify it.

Thanks,

cw
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