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

To: Spekulatius who wrote (25930)	2/6/2007 3:02:58 AM
From: Madharry	Respond to of 78670

RE CHK I love them too and theres a lot more to look at. their price to cash flow, their cost of finding reserves as compared to what they sell them for, their calculated navs, not too mention that there is no immediate proportionality between buying leaseholds and finding proven reserves. In the company's detailed presentation of 2/5/07 they tell you that they increased unproven reserves by around 80%, they improved nav per share by 20% or so. But its ok for us to disagree. To me it seems clear that when you increase the number of shares that much for an already large company its bound to keep appreciation down, no matter how succesful or cheap the company is.

To: Spekulatius who wrote (25930)	2/22/2007 5:33:30 PM
From: Madharry	Read Replies (1) \| Respond to of 78670

chk reported better than anticipated profits and revenues and the stock is over $30 in after hours trading. I ll miss the conference call unfortunately. Kudlow had an interesting panel including Frank Holmes. Now that gold is up strongly Kudlow has gotten off the gold is dead platform and and posed the tech vs. gold to his expert panel. Also interviewed Toll CEO about housing, he did a good job about sounding positive and patient about weighting for an upturn in the housing market, which battaglia pointed out was in contrast to the company official commments which were quite negative by comparison.