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

To: Paul Senior who wrote (45160)	10/26/2011 11:22:47 PM
From: Spekulatius	Respond to of 78705

>>Especially as I find I have no idea how to build a value case for XCO. If anybody here has a value case for it, << I don't see the value case either -4b$ in EV for roughly 1.5B mcfe of reserves In the ground is not interesting when one mcfe goes for 3.5$ in the pipeline.

To: Paul Senior who wrote (45160)	2/10/2012 2:46:55 PM
From: E_K_S	Read Replies (1) \| Respond to of 78705

EXCO Resources, Inc. Exco Resou (XCO) -NYSE finance.yahoo.com Date InsiderShares Type TransactionValue* Feb 6, 2012 WL ROSS & CO LLCBeneficial Owner (10% or more)4,288IndirectPurchase at $7 per share.30,016 Feb 6, 2012 WL ROSS & CO LLCBeneficial Owner (10% or more)4,288IndirectPurchase at $7 per share.30,016 Feb 3, 2012 WL ROSS & CO LLCBeneficial Owner (10% or more)860,712IndirectPurchase at $6.95 per share.5,981,948 Feb 3, 2012 WL ROSS & CO LLCBeneficial Owner (10% or more)860,712IndirectPurchase at $6.95 per share.5,981,948 Started a very small tracking position. My strategy is to accumulate shares w/ the idea that I am buying the actual asset (w/ a dividend), hoping that in 18 months NG will be at higher prices. Wilbur Ross continues to Buy w/ large buys at $7.00/share and $6.95/share as recently as February 3. Got my tracking buy at $6.95/share. I noticed that the stock did trade around $4.50/share at the depth of the "crash" in 11/2008. Still really lucky I sold my previous lots at $20.00/share and now have the opportunity to pick up those same shares at $7.00. EKS