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

To: E_K_S who wrote (42794)	5/24/2011 2:35:41 PM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78672

Several of us here hold Total (TOT). That stock has slipped a bit recently: finance.yahoo.com I'm going to begin to add more to my position now. A few shares now, more if/as stock drops. I see in April you mentioned McDep opinion on TOT. That reminded me to check the site, and there is a new report. Wulff says in part, "Oil production counts for 68% of our (McDep)estimated Net Present Value (NPV) of $111 a share. A third of the company’s combined oil and gas reserves are in Africa. Only about 2% of global reserves are in Libya where production is halted for now. Meanwhile, low McDep Ratio is further corroborated by the second lowest unlevered cash flow multiple (EV/Ebitda) of all large cap buy recommendations. Beginning later this year, Total will start paying dividends on a quarterly schedule." This report, posted a couple days ago, was sent to subscribers in early May with TOT share price then over $60 (now $55+). P/e is now very low compared to historical averages. Then too there's the dividend. (Although hurt by a 25% withholding tax if in ira/15% if in taxable accounts.) In summary, at current price, a lot to like for conservative investors.

To: E_K_S who wrote (42794)	5/25/2011 9:25:54 AM
From: JakeStraw	Respond to of 78672

TPLM - Triangle Petroleum: Bigger Is Likely to Be Better May 24, 2011 seekingalpha.com