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

To: Jurgis Bekepuris who wrote (39763)	10/21/2010 12:51:03 PM
From: Grantcw	Read Replies (1) \| Respond to of 78567

Hello Jurgis, Thank you for your thoughts. I guess that's the downside, that it's a complex structure which prevents easy valuation. The company either needs to get its story out or find a way to unlock value. But, still there is value there, if not from a direct earnings perspective. I guess from the macro side, I agree that I want to hold oil companies, but from a short-term perspective I'm waiting for a pullback. I owned SGY, CHK, TOT, E, ATPG, NE, and GEOI, but recently sold SGY and E. Just waiting for a pullback to rebuild a couple of positions. Maybe I will add to TOT, but PBEGF still interests me. Decisions, decisions... Thanks, Cwillyg