SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (30990)5/16/2008 3:57:47 PM
From: Paul Senior  Read Replies (1) | Respond to of 78751
 
EKS, fwiw, I continue to add more PCZ to my position.

Message 24469051



To: E_K_S who wrote (30990)5/16/2008 6:25:59 PM
From: Grommit  Respond to of 78751
 
comments. FWIW.

>I would say that the huge run in oil is mainly due to the weak $US dollar.

I doubt it. I've been in the peak oil camp for years. for the dollar:oil correlation, hard to say which is the cause and which is the effect, or is it just a correlation?

>PCZ may be undervalued to the others by 5%-10%
PCZ is one of my favorites. a nice, low PE, but they do have refineries. :o(

>Based on the $US and $CAD, many of the Canadian oil companies and Oil Trusts appear to be undervalued.

I do not understand what the canadian tax effects will eventually be. I have lightened up considerably on trusts and moved to US reits for dividends. ???