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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: Triffin who wrote (5958)	9/23/2010 9:45:29 PM
From: E_K_S	Respond to of 34328

Hi Triffin - Hidden Jewels that become the Crown Jewel Re: National Fuel Gas Company Common(NYSE: NFG) MDU Resources Group, Inc. Common (NYSE: MDU) Black Hills Corporation (BKH) That's the true definition of finding the "Hidden Jewel" in a company. These are the gems we try to discover over on the Value Thread Subject 10036 . What I find interesting is they only become "Crown Jewels" when the company and/or large size investors highlight their hidden assets in the press. These hidden assets usually obtain fair value when a JV partner is solicited or the assets are spun off in a sale. Two good dividend payers that I own which I believe also own hidden jewels not yet discovered are: 1) Black Hills Corporation (BKH) - a utility that yields close to 5% ( finance.yahoo.com ) - They have two subsidiaries which contain hidden assets: (a) Black Hills Exploration & Production an E&P division ( bhep.com ) and (b)Wyodak Mine an operating coal mine. ( wyodak.com ) The Wyodak Mine sits on top of one of the largest coal reserves in the United States -- the Powder River Basin. 2) MDU Resources Group, Inc. Common (NYSE: MDU) a NG distributor that yields 3.2% w/ a record of over 20 years of increasing dividends. ( finance.yahoo.com ) Their hidden asset is their E&P subsidiary called Fidelity Exploration & Production Company ( mdu.com. They own both developed & undeveloped properties in the Bakken shale fields in North Dakota. MDU is selling near it's 5 year average price (around $19.00/share) and has consolidated at this level for the past year and may be ready to break out to it's previous all time high of $34.85/share reached in June 2008 just before the market melt down. This one has the potential for a 75% run if those hidden jewels get discovered. EKS