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

To: Jurgis Bekepuris who wrote (27856)	8/22/2007 4:36:18 PM
From: rllee	Respond to of 78748

Canroys - I attended a presentation by one of the officers of CNE at the recent MoneyShow in SF. Basically he advised investors to be watchful of the payout ratios for CNE and others. The critical point is a payout ratio of 50% for sustainability of dividends before cuts will be probable.

To: Jurgis Bekepuris who wrote (27856)	8/25/2007 1:10:05 AM
From: Spekulatius	Read Replies (5) \| Respond to of 78748

BJS, CPX, NBR. I own a few stocks in energy and they are more or less plays on North American NG: BJS: pressure pumping for NG wells, near 52 week low. NBR, Drilling, also international. Low valuation. CPX. Well service. IPO'd in 2006. Rollup with strong growth and cheap valuation. My investment thesis: Energy equivalent for Gas @6$=36$/BOE. Oil at 70$+. Something has to give. I like the picks and shovel plays more so than the E&P's. I think most pick and shovel plays are basically done with their huge Capex and should now see nice FCF going forward even when the activity in the sector stays where it is right now.