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

To: Paul Senior who wrote (21171)	4/22/2005 10:25:55 PM
From: Grommit	Read Replies (1) \| Respond to of 78659

More Oil Sands. I bought Canadian Oil Sands this week (some on monday at a great price, and some on wednesday). Similar to SU. A good hedge against oil prices going to $70/bbl. cos-trust.com Their outlook for 2005 (it's in this presentation link below) is CAN$6.29 and is based on US$40 oil. A bit conservative, I would think. $1 higher oil per bbl adds 41 cents per share. So US$55 oil would add CAN$6 per share -- almost double the cash flow. Plus 50% capacity expansion ramp up in 2006. More expansion mapped beyond that. Should go from 220,000 b/d now to 500,000 b/d in 10 years. 2.3% dividend until then. PS -- Anyone here have an opinion on NTY? grommit cos-trust.com finance.yahoo.com