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


To: Spekulatius who wrote (27902)8/25/2007 8:18:40 AM
From: Madharry  Read Replies (1) | Respond to of 78731
 
I see that 6 to 1 ratio bandied about frequently. I wonder if you could elaborate on that. seems to me that lots of other factors go into the pricing. storage capacity, transportability, and gasoline demand for example. one can't move ng nearly as easily as oil. so right there i think that would call for some kind of a premium. Do you like aly as well?



To: Spekulatius who wrote (27902)8/27/2007 10:36:52 AM
From: Jurgis Bekepuris  Respond to of 78731
 
BJS is still expensive IMHO. CPX - too short history for me. NBR - too inconsistent results.



To: Spekulatius who wrote (27902)10/22/2007 11:11:54 AM
From: Paul Senior  Read Replies (1) | Respond to of 78731
 
Spekulatius, I'll follow you into oil/gas service company CPX at current price.

A few shares to start.

finance.yahoo.com



To: Spekulatius who wrote (27902)10/23/2007 9:31:20 AM
From: Grommit  Read Replies (1) | Respond to of 78731
 
NG. I agree. I am not sure how to play it and maybe it does not matter. I like CHK and am looking at a few more.

phx.corporate-ir.net




To: Spekulatius who wrote (27902)12/5/2007 12:10:01 PM
From: Paul Senior  Read Replies (2) | Respond to of 78731
 
Fwiw, I'll add a few more shares of BJS now to my losing position.

Profitable nine of past ten years. Relatively low psr. In past, has been very profitable (roe) when times were good.

finance.yahoo.com