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

To: Spekulatius who wrote (33702)	3/3/2009 8:53:20 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78696

Well, I've been buying oily stuff like crazy, not so much gassy stuff though. It seems to me that with investment - of course that's the key - it is easier to get gas oversupply than oil oversupply. With investment gone though, it may be that both will shoot up. I do have some DVN, APA, TLM. Much less than oily companies though.

To: Spekulatius who wrote (33702)	3/3/2009 9:42:17 AM
From: E_K_S	Respond to of 78696

Spectra Energy Corp. (SE) should benefit from the long term rise in NG rates. The stock has been trading as if they are going to slash their dividend. Even if they cut it by 50%, it should yield over 4% at the current stock price. EEQ is well positioned too. I also own COP which has one of the largest NG reserves of the integrators and is selling at a multi year low and yielding over 5%. BP also has large NG reserves but is not my favorite. I think the key for selecting a safe owner and distributor of NG is to focus on their current yield (payout coverage), future cash flows (look at CapX investments), management and overall debt. Too much debt is a red flag especially if they pay a high dividend. I currently own SE, TRP, COP, BP, EEQ, EP and UGI. I also own PWE (now selling at a multi year low) a Canadian trust with a very large NG component. I recently added to SE and COP and sold some BP and UGI at higher prices. I am always looking for other similar companies to add to my small basket of NG exploration & distribution companies. EKS

To: Spekulatius who wrote (33702)	6/8/2010 3:43:26 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78696

EONGY. At current price I'll add a few more shares of this European utility. finance.yahoo.com If the Euro goes 1:1 with the dollar, and if the dividend withholding tax is 15% (I'm not sure what it is here), and if the distribution remains as it has been last couple years (1.5 Euros), that would be .85 x$1.5/sh = $1.175 cash on a now $28 stock, or about 4.6%. A bit over 5% if USA taxpayers file and get the tax back as a credit. The yield is not a particular reason to buy EONGY. It's enough though for me to hold the stock to see if stock price recovers.