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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (38722)	11/22/2011 11:53:45 AM
From: Spekulatius	Read Replies (4) of 78462

COSWF (Canadian Oil sands) - started to accumulate at around 19$. Anybody has any idea what the reason for the weakness might be? I am aware that they missed their production numbers last quarter (I think) due to unplanned (?) maintenance. This seems to happen from time to time, since it is a very complex operation but typically this should bounce back very quickly. With crude around 100$/brl this oils sand operation with a proven track record and very little debt seems awfully cheap. Anyways, i am in for a few shares as of yesterday and this Am.

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