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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43190)	7/5/2011 1:36:37 PM
From: E_K_S	Read Replies (2) of 78729

Agreeded, prices for the rails are trading near their all time highs BUT PE's and debt remain quite attractive. I now have both CNX and UNP on a watch list and may look for an entry point at some lower price. The problem I see is once they begin to sell off, that could signal the possible end to our recovery (maybe even a double dip recession) and then these rail stocks could get really cheap. I looked at SEP and that may be the alternative. The NG being developed from the different shale regions will have to be transported even if we enter another recession or slow down. In fact, volumes transported are going to grow w/ possible exports going to Europe. Based on the YoY growth in NG transport volumes, I can see why both WMB and ETE keep bidding up SUG. finance.yahoo.com I already own WMB and EP but ETE (and/or ETP) may also be a candidate to add. SEP should benefit too. SEP's NG assets are quite compelling spectraenergypartners.com . Have you looked at ETE and or ETP? energytransfer.com Do you still prefer SEP over the rest in the group? EKS

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