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


To: ANDY DUMAS who wrote (18598)1/30/2004 9:58:27 AM
From: Spekulatius  Respond to of 78520
 
Andy: Re Oil prices - Try Bloomberg for a start:
bloomberg.com



To: ANDY DUMAS who wrote (18598)1/30/2004 1:45:50 PM
From: scott mcdowell  Respond to of 78520
 
this will give you updated prices throughout day futuresource.com



To: ANDY DUMAS who wrote (18598)1/31/2004 1:08:18 PM
From: Spekulatius  Read Replies (2) | Respond to of 78520
 
Bought a starter position in TRGL, sold CHAR.OB & BMRN
Took advantage of a spike in CHAR a few days ago and sold my few shares. TRGL is a tip from Guy/Crossy with a better risk/reward ratio. The latest deal to sell mineral rights for 45M$ (equivalent to TRGL's market cap) let's me believe that the company is undervalued.n I may add more if the stock falls to the low 4 range.

BMRN: no new other than I want to reduce risk even further with my portfolio. I believe that the market and specifically the small caps have started a correction.

Still holding APC long BPT short. APC's reserves are undervalued and BPT's are overvalued, IMO. I am also looking for some hedged long/short positions with NG royalty trusts.