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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Sven_Lorenz who wrote (147682)	2/20/2009 6:16:00 PM
From: Rocket Red	Read Replies (1) \| Respond to of 313054

everybody has there own opinion on which company is better for whatever reason I just hope we all win down the road with our oil sands favorites

To: Sven_Lorenz who wrote (147682)	2/21/2009 3:18:03 AM
From: marcos	1 Recommendation Respond to of 313054

Welcome to SI, Sven ... good point about thickness of pay with aos.v, i'd forgotten that ... the market's forgotten it too obviously, fundamentals with effect over ninety days out don't mean much any more When Red gets the wind up his kilt it often has more to do with the ability of the stock to move, or to be moved, as the case may be, than it has to do with how well the company will operate in the interim between now and the end of Time ... and while not always right, his spidey senses have a pretty decent success to failure ratio ... on the main point he's making, that stp.v has heavy hitters who will soon be motivated to move the stock, and are able to move the stock, it appears to me about right They both have fundamentals up the ying-yang, no doubt about it ... and if oil was to stay sub-40 for two years they'd both be trading at a nickel or less, no doubt about that either ... unless they're taken out - it would be surprising to see any of them around in two years, imho, it's just a matter of how well do shareholders make out as they get gobbled Rochester has cash coming into stp.v too, not just land ... can't recall if it's enough cash to be accretive to stp right off, probably not, but it's not entirely dilutive either, and the combination will add up to more than the sum of its parts ... i like aos.v, will almost certainly be adding, but have much more stp.v at this point