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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (48781)7/15/2012 10:20:20 PM
From: Paul Senior1 Recommendation  Read Replies (1) of 78740
 
PSX,

Might be a buy on some of the metrics I use. On sum-of-parts analysis, I don't know. I assume Buffett surogates who bought PSX also did a sum-of-parts analysis and used the result to to influence their buy decision. So your analysis may be correct. I don't know. I don't see the stock as a buy for me right now though vs. other stocks I am interested in. I would like to see a little more public history with PSX, and see how their change in business model (moving away from refining) works for them.
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