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

To: E_K_S who wrote (35333)	9/11/2009 1:37:08 AM
From: Paul Senior	2 Recommendations Read Replies (3) \| Respond to of 78628

Okay, EKS. Since you're interested in ng value plays, let me give you “The #1 Oil Play in the Country” Actually this looks like an interesting website: the sales pitch and then the website author's debunk. Or at least an attempt to identify what's being touted. stockgumshoe.com

To: E_K_S who wrote (35333)	9/16/2009 11:03:17 AM
From: E_K_S	Respond to of 78628

Energy Transportation & Storage Companies - Not MLP's (no K1's) but operate similar to a MLP w/ stock distributions. EEQ was discussed and recommended by Spekulatius in Dec 2008 ($22.95 on 12/30/2008). This has been a stellar performer up over 100%! I continue to hold my shares and receive automatic stock dividends. finance.yahoo.com Enbridge Energy Management LLC (EEQ) KINDER MORGAN MNGMNT (NYSE: KMR) KMR seems to be the better value of the two now but still is expensive at 21x 2010 earnings. There were some insider buys in KMR recently around $41/share. Both companies are thinly traded so be patient on your buys. These stocks drop a lot on sell offs as they are not very liquid. KMR never dropped as much as EEQ in the 2008/2009 crash. finance.yahoo.com If KMR sells down to the $40-$43 area, it might provide for a reasonable entry point. Both of these companies are good ones to hold in the core portfolio if they can be purchased at the right price. EKS