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


To: Paul Senior who wrote (38621)7/29/2010 6:13:32 PM
From: Madharry  Respond to of 78748
 
fwiw last friday 3 stocks that i follow turned technically positive for the first time in quite awhile. one of them GS ralllied strongly today i have no idea why. The others tailed off a little and im looking to buy them. I bought a small position in Sprint today which also went technically postitive last week. Im certainly consoled by this positive technical action that the market is headed higher until im proved wrong.

Needless to say Yahoo is not one of those companies and looks like it will be yet another long term investment for me.



To: Paul Senior who wrote (38621)7/30/2010 8:51:13 PM
From: E_K_S  Read Replies (2) | Respond to of 78748
 
"I am continuing to build positions in small e&p companies that are active in western US shale."

Any of those e&p companies have operations in North Dakota?

North Dakota Passes Oklahoma as Rig Count Grows by 1.
noir.bloomberg.com
From the article:"...Drilling in the Bakken Shale in North Dakota’s Williston Basin, aided by technical advances in extracting fuel from shale formations, helped make the state the fourth-largest oil producer as of March, behind Texas, Alaska and California..."

"... “There’s been a significant increase in North Dakota, whereas Oklahoma production was virtually unchanged over the past two years.”

North Dakota pumped 251,000 barrels a day on average in March, up 29 percent from the year before and up 74 percent from 2008, according to the Energy Department. Oklahoma output averaged 184,000 barrels a day in March, little changed from 183,000 in 2009 and 186,000 in 2008..."

EKS



To: Paul Senior who wrote (38621)10/8/2010 1:14:07 AM
From: Spekulatius  Read Replies (1) | Respond to of 78748
 
FSR @ 9.8$- getting back in this reinsurer again, now that we world has been shaking again, this time in NZ. Tangible Book at 14$+ and trading now below 10$. Not my favorite name in this space but it sure does look cheap.