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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (39742)10/21/2010 12:10:36 PM
From: Grantcw  Read Replies (2) of 78567
 
Hello Jurgis,

Any current thoughts on PBEGF these days? Looks like the sum of parts valuation is pretty attractive. In addition, it hasn't rallied much since September given the rise in oil prices.

Still a good value play to you? What is the downside to you based on the shares they own in the other two companies, their own oil, and potential new drilling technology?

I don't own any shares, but I am looking to add here on a good entry point unless I get spooked by something in my research.

Thanks,

cwillyg
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