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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (38967)11/26/2010 11:07:32 AM
From: Grantcw  Read Replies (1) of 78470
 
I've enjoyed reviewing the GEOI vs. TOT discussion from a few months ago. At the time, I was at a 5% position in GEOI and a 2% position in TOT as I felt GEOI had a better risk/reward than TOT. But, since the time of the discussion, it looks like GEOI is up around 40% while TOT is up around 10%. So, after some re-research during the last week, I sold my GEOI, upped my 2% TOT position to 5% and established a 5% E position also.

My overall view is that TOT and E are both looking at low current and estimated p/e ratios as well as low value to proven reserves especially when factoring in their various other hard assets as you mention in the post I'm replying to.

GEOI may have a good future, but I think at current valuations of both of the factors above, other companies look better right now. I realize I'm preaching to the choir here Spekulatius, but just thought I'd throw out my position changes and ideas.

Thanks,

cwillyg
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