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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (17287)	6/20/2003 11:29:16 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 78740

Paul, I made 50% on TNR short term(in and out) and broke even on PQUE. TMR(if it drops a bit) would be my choice for re-entry. They have a sizeable field and have hit two great wells in a row. PQUE is a home run hitter. They drill deep and costly. If they miss, it's a strike out and game over. TMR is a Rod Carew type. Consistently batting 400!

To: Paul Senior who wrote (17287)	6/21/2003 1:26:46 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78740

I bought a starting position in CHL today. CHL is the largest mobile phone operator in China. i like the financial metrics (gross margin, ROE). I can see CHL growing with 10%+ without any stretch of imagination, with a PE of 11 and 2% dividend I see return in excess of 12% per year on my investment. Biggest risk is margin erosion due to competition, IMO.