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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (38708)	8/6/2010 4:37:50 PM
From: Mattyice	Read Replies (1) of 78462

It has been a while since i have been on the boards. I moved and took a job trading natural gas for one of the MLPs then come back to you all discussing them! I think the E&P sector is really interesting where it is at, in my opinion it has become somewhat out of favor at least by mainstream media. The way they are trading it would seem like the entire group is stagnant, but never in there history have they operated so efficiently. What is on yalls watch list? EPM is an interesting story in the delhi area, read through there annual report, i know its trading at a discount to its NAV, but it is just a little to extended for me. I have owned DNR for some time, continue to like it between 12-14.

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