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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (37336)	4/26/2010 11:32:43 AM
From: Paul Senior	Read Replies (1) of 78650

small e&p's: As I've said in earlier posts here, I like these small oil exploration and production companies that have nav values based on proven&probable reserves that are higher than current company enterprise value. Not that that is the proper way to determine under or over valuation, but it is a key determinant for me. I continue to build my sector commitment by adding to small positions I already have, and by buying small amounts of others that I spot. Since there's a lot of risk with these companies and with oil/gas in general, imo, I figure I'm somewhat safer by holding a basket of such companies. Anyway, adding small today to some positions I've had for a while: NPE.v and NNN.to today, and ATGYF on Friday. finance.yahoo.com Regarding NNN: Highly positive post by Ed Ajootian in SI today will generate interest and buys by SI people who follow him into his picks: Message 26488053

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