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To: SliderOnTheBlack who wrote (66757)5/22/2000 11:33:00 AM
From: Razorbak  Read Replies (1) | Respond to of 95453
 
O/T - Soros & Druckenmiller

Slider: There is a good article about Soros and Druckenmiller on the front page of the Journal this morning:

Hedged Out

How the Soros Funds Lost Game of Chicken Against Tech Stocks

Firm's Staff Talked Endlessly Of Selling Costly Shares, But Hesitated -- And Lost

Founder and Deputy at Odds



To: SliderOnTheBlack who wrote (66757)5/27/2000 1:24:00 PM
From: jbe  Read Replies (1) | Respond to of 95453
 
Why all the interest in EEX, but none at all in KP (Key Productions)?

I will begin by admitting that I really know nothing about the E&P business. But by the standards applicable to ALL companies, whatever business they are in -- that is, revenue growth, profit growth, cashflow, valuation ratios, debt load, ROE, etc., not to speak of analyst ratings -- KP has EEX (and most of the other E&P companies) beat all hollow. So, after I ran some screens looking for the best buy among small cap E&P companies, I picked KP. So far, it has paid off nicely for me. (It's up over 90% this year.)

Am I missing something? Or is it possible that you folks are missing something? ;>)

If anyone is interested, here are some references. The first is to a 5/25 report on KP's annual shareholder meeting; the second is to Yahoo's profile on the company, and the third is to Market Guide's Comparison Ratios of the company vis-a-vis the industry as a whole:

news.morningstar.com
biz.yahoo.com
yahoo.marketguide.com