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


To: Mark Mandel who wrote (43491)7/21/2011 5:18:16 PM
From: E_K_S  Respond to of 78464
 
Hi Mark -

One of my largest holdings in my E&P basket is MHR. It's an 8% position. I also own quite a bit of their preferred shares (both the C and D). I wanted to increase my MRH holdings recently when it broke below $6.00/share after CEO Evans presentation but missed my buy point.

The Eagle Ford area is becoming one of the most productive areas and the mega companies (MRO & BHP) have paid some big dollars for acreage recently.

EKS