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

To: Paul Senior who wrote (23158)	1/18/2006 6:14:32 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

Maritrans (TUG) has lost a ship with crewmen missing in a storm off North Carolina. I'll stick with the company though given its heretofore good safety record. Added a few more shares today as stock dropped. yahoo.reuters.com

To: Paul Senior who wrote (23158)	2/17/2006 12:22:03 AM
From: Spekulatius	Read Replies (4) \| Respond to of 78753

Bought 1/2 position in CVX as well. This appears to be the cheapest of the oil majors except maybe COP but those folks overpaid for BR. CVX weakness is it's reserve replacement, which has been lagging but they have a couple of projects an some recent finds that could change that. I am in at an PE of 8 and a 3.2% dividend yield.