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

To: Paul Senior who wrote (40624)	12/15/2010 12:01:46 PM
From: Madharry	Respond to of 78462

editorial by malkiel in tuesday wsj suggesting that china stocks are cheap and underowned by us investors in relation to their 10% share of global gdp.

To: Paul Senior who wrote (40624)	12/15/2010 12:08:16 PM
From: Madharry	Read Replies (1) \| Respond to of 78462

paul im wondering if you can explain the price weakness in ssn over the past 3 months? looks like anyone who invested in the past 3 months is looking at a potential sale for tax purposes.

To: Paul Senior who wrote (40624)	12/15/2010 2:11:32 PM
From: E_K_S	Read Replies (1) \| Respond to of 78462

Hi Paul - Re: Dejour Enterprises, Ltd. (DEJ) Followed you in for a starter position in DEJ. Have you calculated a fair value for this one? Yahoo has a one year target of $1.10/share. Risk/Reward 3:1 (ie 3 bagger) based on Analyst value estimate at $1.06/share. In the company's Dec 2010 presentation they state $170 Million Proved Reserve Value* Plus $145 Million Probable Reserve Value*. Net Asset Value: US$ 185 MM Including: Undrilled Land at cost: US$ 20 MM PV-10 Proved reserves: US$170 MM Debt: US$ -5 MM (<3% of assets) Analyst Reports: Zacks: updated 2010 Target - US$1.06 They also have Exposure to: 215 BCF of Possible Niobrara Reserves at Gibson Gulch 220 BCF of Possible Williams Fork and Niobrara Reserves at Roan Creek. EKS