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

To: Paul Senior who wrote (46146)	1/9/2012 3:57:33 PM
From: Brian Sullivan	Read Replies (1) \| Respond to of 78750

I own MRO. I have also added several other undervalued energy names in the last couple of weeks: APA - Apache Corp DVN - Devon Energy RDS.A - Royal Dutch Shell BHI - Baker Hughes Inc SU - Suncor Energy

To: Paul Senior who wrote (46146)	1/9/2012 10:33:46 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78750

I assume you mean MPC not MRO. MRO is the E&P part and MPC is the refining and marketing operation of Marathon Oil pre-spinoff. MRO is currently not in bargain territory, imo.

To: Paul Senior who wrote (46146)	7/30/2012 1:10:53 PM
From: E_K_S	Read Replies (1) \| Respond to of 78750

Marathon Oil Corporation (NYSE: MRO) - Started initial position Chevron Corporation (NYSE: CVX) - Peeled off a few shares @ $109.75/share goo.gl My CVX holdings (my top position) was getting too large as a percentage of the portfolio (almost 8%) so I peeled off a few shares bringing the percentage down to a 7% position and put the proceeds into MRO. I have owned MRO in the past. The EKS$ is $38.5/share almost 40% undervalued from the EKS$ value. More importantly the McDef report rates it undervalued w/ a .55 ratio vs CVX at .66. Marathon Oil (MRO – Contrarian Buy) Shale Growth, Dollar Hedge July 10, 2012 goo.gl Down 30% in price from the high of $35 on February 28, the stock of Contrarian Buy Marathon Oil (MRO) offers new shale oil growth and a long-term hedge against the devaluation of the dollar at the lowest McDep Ratio of 0.55 among U.S. Independent Producers in our coverage. Paced by Eagle Ford and Bakken shale oil, onshore U.S. production is growing some 30% in 2012 toward reaching about 30% of global oil and gas production at year end. At 90%, MRO is most concentrated among peers on oil production, a real resource likely to retain its value as the supply of dollars expands artificially to handle mounting debt that could not otherwise be repaid. EKS