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

To: Spekulatius who wrote (20484)1/19/2005 10:08:54 AM
From: TimbaBear  Read Replies (1) | Respond to of 78704
 
Spekulatius

Thoughtful argument well presented. Will review my thinking in light of the approach you take.

Even if your approach proves to be entirely correct, I suspect I can get the 12% and still be able to sell the shares at or above my purchase price, as long as I leave a decent amount of time before production is projected to fall below 90,000BPD. With as short-sighted as our market seems to be, I would guess I could get another year at least.

I agree with your opinion of E&P companies which is why I own XEC.

Thanks again for the cogent presentation and I'll mull it over.

Timba



To: Spekulatius who wrote (20484)1/19/2005 5:12:46 PM
From: MCsweet  Respond to of 78704
 
Spek,

I believe there was a recent Barron's article (couple weeks back) talking about how overvalued the American Energy Trusts are relative to oil companies. Seems like your analysis is in agreement with this one.

I have not done the evaluation myself, but I would not be surprised --- retail investors love to get high yield, even if it is just a return of their own money.

MC


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