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Strategies & Market Trends : Value Investing

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Mattyice

To: E_K_S who wrote (53888)	5/21/2014 9:57:32 AM
From: gcrispin	1 Recommendation Read Replies (1) of 78584

Nice post. I recently sold my AGL. Bought at 36 several years ago and sold for a little over 53. Their big first quarter earnings will be difficult to replicate and insider selling has increased. VZ is my largest position as I kept my shares from the VOD deal and added to my holdings after selling all of my VOD in February. I recently took a position in Nept. I consider it more of a special situation than a value play. The upcoming conference call should be interesting. I still own DVN, DNR and PSO where I have posted my thoughts in this and the dividend board. I also have a large position in ERII. It also isn't a value play, but a niche player in the desalination business with 90 percent market share, outstanding gross margins, and a strong balance sheet. What makes this an interesting speculation is that they are leveraging their pressure exchanging expertise into energy saving products for the oil and gas sector. I think you will find the latest conference call worthwhile.

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