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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (2870)12/23/1997 5:26:00 PM
From: Wallace Rivers  Read Replies (1) of 78659
 
I throw this out to the thread more out of curiosity and being able to use the astute minds on this thread. Petroleum Heat and Power (HEAT) - the largest distributor of home heating oil products in the country (also sells propane).
Difficult for me to analyze, as the best measure of earnings are eather EBITDA or NIDA (as per the 10-Q).
Operating picture picked up last Q: this Q SHOULD be good becuse heating oil prices have been stable to down, it has been a relatively cold or normally cold Q without a lot of snow (more snow in northeast=higher maintenance and delivery costs).
Hitting 52 week low; my read due to tax loss selling, poor liquidity, and fear of El Nino.
Comments and analysis greatly appreciated and encouraged!
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