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


To: pcyhuang who wrote (25213)11/3/2006 6:10:43 AM
From: Madharry  Respond to of 78704
 
the choice is not obvious to me at all. Im not an expert in this area, If you are please explain more. I do know that book rarely equates to true value unless you are looking at companies with minimal real assets and no moat. Mcdep.com provides a valuation of $39 for PWE. I dont think he discusses CNE. Interestingly enough i just found out that the largest unit holder in PWE is a principal in CNQ, so that would be one potential acquirer right there.