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

To: Grommit who wrote (26890)	5/22/2007 7:54:43 PM
From: maverick61	Respond to of 78750

Grommit - you may want to check out some of the posts on TRGL on this thread. With a K did a nice summary As to your question about whats the point of buying turkish gas when there are what you term equal or better US NG opportunities, to each his own as I am not out to convince anyone. But since you asked, my rational is smaller E&P's that focus more on activity outside the US are typically more undiscovered, and thus have more hidden value / potential. Perhaps not value in the traditional sense but more potential than a well know player like a CHK. Now don't get me wrong, nothing wrong with CHK. I own it now and have owned it off and on the last several years. For me, there is a place in my portfolio for both type of opportunities. Now, let me ask you something - what NG companies who produce here in the US do you see as strong opportunities (ie the ones you would refer to as equal or better). Just curious as I am a long term energy bull (although I do swing trade out from time to time especially in my rollover IRAs) Thanks