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

To: Paul Senior who wrote (45070)	10/20/2011 11:42:44 PM
From: Difco	Read Replies (1) \| Respond to of 78627

Re: (NYSE:MPC) Paul, this is a really interesting situation on so many levels and the Macquarie report makes it even more so. This is info from an 8-K relating to the spinoff: "Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. In connection with the Spin-off, Messrs. David A Daberko, William L. Davis, Charles R. Lee, Seth E. Schofield, John W. Snow and Thomas J. Usher became directors of MPC and resigned as directors of Marathon Oil effective as of the close of business on June 30, 2011. Also in connection with the Spin-off, Mr. Gary R. Heminger resigned his position of Executive Vice President, Downstream of Marathon Oil effective as of the close of business on June 30, 2011. In connection with the Spin-off, Mr. Clarence P. Cazalot, Jr. was appointed chairman of the board of Marathon Oil in addition to his responsibilities as President and CEO, and Dennis H. Reilley was appointed Lead Director. Both appointments were effective July 1, 2011. " At the time, the refinery business was almost dismissed by the investing public. I have a feeling some insiders don's share in that belief - I wonder how the allocation of shares was done among the executives? Let me know what you find further - my guess is that the other segments will provide more value than the refinery. toledoblade.com

To: Paul Senior who wrote (45070)	5/15/2012 4:34:35 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

barges/push boats: ULTR. Waiting to read quarterly. I'm not happy with the recent performance of any of my Brazilian stocks, so I'm hesitant to add more exposure. Otoh, whereas ULTR might be a value buy (or not), and USA's Kirby might not be (or maybe is a value), I'll take on a few KEX shares today. Company should continue to do a good business from transporting for export, the chemicals which are produced from USA's natural gas glut. I hope this is not yet all reflected in the current stock price. “Kirby is completely unique in the public market as a way for investors to play the comparative advantage in U.S. natural gas prices,” said Jonathan Chappell, an analyst at Evercore in New York. “Improving manufacturing and petrochemical production means more movement on barges.” bloomberg.com finance.yahoo.com