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

To: E_K_S who wrote (45771)	12/2/2011 5:08:08 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78470

re SU: EKS, I don't have numbers for SU vs comparable (i.e. integrated) companies. I don't use the "recoverable oil per $100 ownership" metric. I don't know that one. I can offer that in their latest presentation they say their medium-term growth-- "anticipated production CAGR vs. peers 2011 - 2014" -- is greater than peers (ranking being: SU CNQ CVE HES MRO COP XOM CVX COS RDS. p.8). They further say their low costs generate strong cash flows. For 2011 first six months ("Six months ended June 30, 2011. Complied by Suncor using publicly available information", p. 20) Suncor rank themselves apparently tied for first on "Cash flow from operating activities" on a per share basis with HSE. Then follow CNQ, IMO, and CVE. (Aside: I don't like it when peers change in peer comparisons depending on the chart used. Too much like adjusting results by changing who the peers are -g-) suncor.com

To: E_K_S who wrote (45771)	12/4/2011 3:25:10 PM
From: Madharry	Respond to of 78470

I also took a position in su after watching the video. To clarify I believe what he said was that was that per $100 of stock SU had potential reserves of 44 barrels of oil at $100 oil. for XOM it was 8 barrels of oil for $100 of stock. My recollection was reading at some point an this could be completely wrong that the break-even point on oil sands was around $80, so you have to believe on long term oil prices of $100+ or its a bad investment.

To: E_K_S who wrote (45771)	12/14/2011 9:02:13 PM
From: Paul Senior	Respond to of 78470

SU/CENJF/MSEX. I continue to add small to Suncor, SU, as the stock falls. Also added today to Coastal Energy (CENJF.pk) as it drops a bit. I have been averaging up periodically on Coastal as the stock has moved up on continuing good news. This stock, CENJF/CEN.v, is popular on several internet chat sites and on SI threads. (I like it despite its current popularity.) I see it on the BDBBR thread and follow it on "CANADIAN OIL & GAS COMPANIES" thread where the value proposition is often updated after company progress reports. finance.yahoo.com Message 27821528 Added to water utility MSEX. I've no hopes that this might be anything but a slow grower at best. Okay for me though for some deployed cash within a diversified portfolio. finance.yahoo.com