Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (37336)	4/26/2010 11:32:43 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78645

small e&p's: As I've said in earlier posts here, I like these small oil exploration and production companies that have nav values based on proven&probable reserves that are higher than current company enterprise value. Not that that is the proper way to determine under or over valuation, but it is a key determinant for me. I continue to build my sector commitment by adding to small positions I already have, and by buying small amounts of others that I spot. Since there's a lot of risk with these companies and with oil/gas in general, imo, I figure I'm somewhat safer by holding a basket of such companies. Anyway, adding small today to some positions I've had for a while: NPE.v and NNN.to today, and ATGYF on Friday. finance.yahoo.com Regarding NNN: Highly positive post by Ed Ajootian in SI today will generate interest and buys by SI people who follow him into his picks: Message 26488053

To: Paul Senior who wrote (37336)	5/29/2010 1:15:01 PM
From: Paul Senior	Respond to of 78645

OT: I continue to build positions in the Bakken oil shale area. This area should continue be a prolific hydrocarbon producer over the next several years. I like it better than almost all other shale areas which are being opened up with the new horizontal drilling/fracing technology. I'm following about 30 stocks that have Bakken acreage, and I have positions in about 20 of them. I'm expecting the bigger companies to do well (better-capitalized, better access to technology/labor, etc.); I expect some of smaller companies to be acquired as consolidation takes hold. My largest positions in stocks that have Bakken operations are (alphabetically): BSIC.ob CSCTF.PK DNR FRHLF.PK KOG MDU PBKEF.PK USEG finance.yahoo.com