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

To: E_K_S who wrote (37223)	4/1/2010 3:17:56 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78631

Yes, EKS, I'm partial to stocks involved in the Bakken, and I own and watch stocks in that arena. I never did by NOG (shoulda/coulda/dint); I sold BEXP too soon (shouldn'ta but did), and I still hold ERF. ERF a big loser for me-- I bought shares in '06-'08 and have held on: finance.yahoo.com. I swapped BEXP for its sometime partner USEG whose numbers I could understand a bit better. I have a full position in USEG. Also a full position still in Crescent Point Energy(CSCTF.PK)which I mentioned to you back in '08. Perhaps a safer bet here than some is MDU with its Fidelity E&P business. (Although with less possible gain perhaps because of the diverse businesses and geographical interests of MDU.) I hold a few shares. I also am holding and reinvesting distributions from ENB. It's the general partner or head of several businesses, one of which owns/operates a big pipeline at the Bakken. I have had a gtc in for more BSIC which would make it about a full position for me. In past few days the stock has moved up away from me though. finance.yahoo.com BSIC's been a losing position for me overall ---I've been in since '05 with adds in subsequent years as stock has fallen. I recently added to my small position in AXAS: finance.yahoo.com Also have a few shares in a few others Bakken-related -- KOG, SM, others.