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

To: Spekulatius who wrote (23527)3/11/2006 6:52:59 AM
From: Madharry  Read Replies (1) | Respond to of 78958
 
I wonder if you have listened to any of the chk presentations.
The bottom line is that every year is a new year for natural gas in terms of pricing and storage. So unless you can predict that winters will always be mild or that LNG will be come a reality much faster than anyone predicts. I dont see any meaningful decines in reserve pricing in the future.



To: Spekulatius who wrote (23527)8/25/2006 12:03:37 AM
From: Spekulatius  Respond to of 78958
 
Bought a little XEC. Cheap gas play, IMO with a pretty good track record. Stock has stagnated after the Magnum Hunter acquisition. The company feels a margin pressure as drilling cost increase and NG prices have remained stable. XEC is cheap as each MM Cft in reserves is valued at around 2.5$. XEC balance sheet is very conservative. I think XEC is a very attractive takeover target and NG is cheap now compared to Oil.

Besides XEC I own CVX in the energy space.


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