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: Paul Senior who wrote (31803)8/19/2008 7:53:45 PM
From: Paul Senior  Respond to of 78627
 
Bought a few shares of Chinese oil driller, CNEH.

(This stock currently followed on "Bosco and Crossy's..." board)

Fits my model for low p/e and high roe.

Record earnings in latest quarter (CEO says it's typically the slowest quarter).

biz.yahoo.com

They may eventually move to a "major USA stock exchange" (such listing would be a positive for the stock):

"...we were pleased to move forward with some major corporate governance initiatives, including the election of an independent Board of Directors that would enable CNEH to further qualify for a listing on a major U.S. exchange by the end of the fiscal year."



To: Paul Senior who wrote (31803)8/10/2010 1:17:07 PM
From: E_K_S  Read Replies (2) | Respond to of 78627
 
Hi Paul -

Re: Range Resources Corporation (RRC)

Do you still own this one? I am thinking of starting a small position because of their shale land holdings.

The most recent McDep report (I posted the report earlier) did a profile on this company which they concluded was fairly valued and a good long term speculation. Stock is selling near its recent lows too.

mcdep.com

=================================================================

Paying full price but started a position in Waste Management, Inc. (WM). This is a small position I want to build over time. The dividend is good and their forward PE is acceptable at 14. This is a defensive play. The company has a bit more debt I would like. They have increased their dividend every year in the last 6 years. Comparing WM to Republic Services, Inc. (RSG), I chose WM.

finance.yahoo.com

EKS