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

To: Paul Senior who wrote (38943)	8/24/2010 12:57:40 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 78462

Hi Paul. I love STO as a well managed oil company based in a Developed Country with no debt in Western Europe and outside of EU and EMU. While greatly diversified in where it operates, play on the Norwegian Krona too....

To: Paul Senior who wrote (38943)	8/24/2010 3:13:47 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78462

re STO, E&P's. Any solid E&P buys out there. I am looking at NXY be they seem to be a high cost producer. HES is a maybe, pretty oily play with some chips in Brazil too. The refinery operation may be drag. STO is a maybe, they are strong in North Sea but their track record almost anywhere else was undesirable (last time a checked a few years ago). I do own plenty of TOT and also E and MRO but i'd like to get some more.