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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (49989)	11/8/2012 10:58:27 PM
From: Spekulatius	2 Recommendations Read Replies (2) of 78748

I added a bit of SEP @28.7$ and Mog-A at 35.67$ today and started a position in DVN at 54.35$. DVN is a cheap E&P (based on EV/proved reserves) that has shown adept at monetizing their assets in the past,although operating results have been somewhat poor, due to low NG and liquids prices. Quite a few value minded investors have been buying this stock recently at higher prices (3rd. Avenue Value amongst them). I think they are a prime acquisition target for a multinational that wants to boost NA energy reserves.

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