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


To: Spekulatius who wrote (32016)9/17/2008 3:27:59 AM
From: Paul Senior  Read Replies (1) | Respond to of 78742
 
I like CPNO also. (Have no shares though)

Very good distribution history:

ir.copanoenergy.com

I'll have to look closer to learn more about their Powder River, Wyoming, coal bed methane involvement. I don't know anything about this cbm stuff. And I'd like to see if their Oklahoma operations involve transportation from Woodford shale. It would be a big plus to my mind if so. (I can't quite see from map presented in latest conf. report.)



To: Spekulatius who wrote (32016)9/17/2008 6:26:52 AM
From: Madharry  Read Replies (2) | Respond to of 78742
 
The decline in AIG was mind boggling to me. Normally , I would not be in favor of the government becoming involved but in this case it had no choice. I also thought it got a pretty good deal
80% of the equity and a two year loan at over 11%. I wonder how the company will be rated now?