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

To: Paul Senior who wrote (41300)	6/21/2011 2:15:08 PM
From: E_K_S	Read Replies (1) \| Respond to of 78715

Hi Paul - Re: Pengrowth Energy Corporation (NYSE: PGH) Enerplus Corporation Common Sto (NYSE: ERF) Have you ever looked at PGH? Here is an interactive Map of their operations in Canada: pengrowth.com I was thinking about starting a position and perhaps peeling a few shares off of ERF and buying PGH. finance.yahoo.com After checking out the McDep report ( mcdep.com ) it shows that ERF (0.89) is still undervalued even when compared to PGH (0.96). My only argument is PGH has more exposure to NG and if NG moves higher relative to crude oil, then it should out perform. The dividend yield is a about .5% lower. I have listed the *The Bottom Line Cash Payers* according to the McDep ranking here. Note: Most over valued to lowest) finance.yahoo.com I did notice that LINE Tops their list as most over valued in the category so I sold the October $38.00 calls to create a covered call position that might help me hedge my current 30% gain in the position. EKS FWIW: Been filling several covered call positions on this rally so as to hedge potential gains through October expiration. Stocks include: GSK MSFT, DD & LINE.