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

To: Paul Senior who wrote (31457)	7/11/2008 3:36:13 PM
From: Lazarus	Read Replies (2) \| Respond to of 78673

i think TGC is being hyped hope they run it

To: Paul Senior who wrote (31457)	7/11/2008 10:34:10 PM
From: Keith J	Read Replies (3) \| Respond to of 78673

Paul, like you I have been early accumulating "value" stocks as well.....but regardless: Added to RCL - selling at considerably less than tangible book value and about a 7 P/E on 2008 projected earnings, and is becoming less U.S.-oriented. Purchased NXY which appears tremendously undervalued compared to current oil prices - Merrill has a $61 Canadian target based on $70/barrel long-term crude price. Both of these generate significant cash flow from operations, and I easily could see a takeover of either, though I doubt it would be likely. But after seeing BUD, ROH, and HPC offers recently, one never knows. KJ