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


To: E_K_S who wrote (30693)4/21/2008 4:28:49 PM
From: Paul Senior  Read Replies (3) | Respond to of 78656
 
Marcellus related. Have started to buy ATN now. (And added a bit to CHK.)

ATN mentioned in your link:

seekingalpha.com

I don't like the l.p. structure when it comes time for me to file K-1 tax forms. Looks like from ATN's website, they've made transferring info to Turbotax very simple. That's a positive for me.

I note Omega Advisors (Cooperman and Einhorn) may have a position. (So says Yahoo). Another positive.

I don't understand well enough the relationship between ATN and Atlas Pipeline Partners, APL. (Cooperman and Seth Klarman both in this one, apparently). These companies are linked. More homework required.

Marcellus...Bakken...Montney --- Man, I feel I'm on the edge taking positions in these plays.