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

To: Paul Senior who wrote (36750)	2/25/2010 3:01:10 PM
From: Madharry	Read Replies (1) \| Respond to of 78715

I took an initial position in CVE the oil sands spin=off from encana. I believe the decline was mostly due to weakness in the canadian dollar relative to the us dollar, and i think that can turn around in a hurry. I expect that the spinoff undervaluation has not yet righted itself. Although in my heart of hearts i think both slw and gfre will outperform this purchase just cant bring myself to buy anymore of those two. gfre will announce earning on March 3. i believe.

To: Paul Senior who wrote (36750)	2/26/2010 1:39:06 AM
From: Spekulatius	Respond to of 78715

re TOT - i thought about getting in again (after bailing after it rose a few points) but decided to add to my MRO position instead. FWIW, ETrade has an interesting research report about integrated oil (dated 12/13/09) with the title "Endurance". This report is really pushing CVX because of superior expected reserve growth. i think it has some nuggets of truth because it seems to me that CVX is catching up to XOM in terms of profitability metrics. For this with an ETrade account the link is here: etrade.wallst.com