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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (48115)5/27/2012 11:43:25 PM
From: Mattyice   of 78763
 
SU-

Here is update on my SU numbers, i continue to be a cash flow/fcf/fcf yield guy using pretty conservative numbers, i want to continue to stress the disclaimer that i use these to paint part of the picture, not the entire picture also if there is any questions feel free to message me, i will do my best to explain my thoughts.

To concur with EKS, my belief (though not sure how strong) is that there is a misconception on what the oil sands could potentially be. My belief is that companies holding assets there are not properly valued.

I like stocks to go down, not up. So hopefully i get my wish here. Would love to continue to buy SU, CNQ, maybe a few others over next few months.

Also looking at encana, any thoughts?





Asymmetrical payoffs come during times of pain. (so i hear) I believe nat gas is beginning to provide that opportunity right now.
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