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

To: E_K_S who wrote (46753)	2/25/2012 10:03:46 PM
From: Paul Senior	Respond to of 78507

EKS. I'll pass on XCO for now as I focus on adding to oil e&p companies. Thanks for opinion on ATO. I'll consider adding to my small position.

To: E_K_S who wrote (46753)	2/26/2012 9:12:24 AM
From: Mr.Gogo	Read Replies (1) \| Respond to of 78507

I also think that natural gas is the future of car fuel and also trucks. Many companies are using natural gas to make electricity for their needs. Ebay is one of them. I think Wesport Innovations has a lot of know how to grow for a long time in this market. Not only in LNG, but also in technologies that will help store energy (hydrogen tanks). Unfortunately it is not a value company for this thread. If anyone has an opinion I would like to hear. Gerogi

To: E_K_S who wrote (46753)	2/26/2012 10:10:20 AM
From: Madharry	Read Replies (1) \| Respond to of 78507

anyone read barrons this week? lots of value plays mentioned there including hitachi. anyone own that? FWIW my 8 largest positions are all technically positive so I am very bullish going into next week. they are agq, slw, axu, anv, mil, cown, mhr, gure.

To: E_K_S who wrote (46753)	2/27/2012 12:37:18 PM
From: E_K_S	1 Recommendation Respond to of 78507

delete

To: E_K_S who wrote (46753)	2/27/2012 12:43:34 PM
From: E_K_S	1 Recommendation Read Replies (4) \| Respond to of 78507

Atmos Energy Corporation Common (ATO) Increased my ATO position by 65% to slowly build my NG utility/pipeline/storage companies. MDU and GAS are still my largest individual company holdings each 25% larger than my current ATO position. I like the mention (up thread) of fueling station and NG Truck engine builders but am waiting for better "value" buys of companies in this sector. It's a little discouraging that the one company (Wesport Innovations) that is developing some of the next generation NG technology is a Canadian company. Why don't we see any of our US companies lead this development (like HON, TRW)? If anybody discovers any 2nd tier NG integrators that offer a value proposition, please post. I am looking to add other types of NG infrastructure development, products, technologies and even companies that benefit from cheap NG (like fertilizer/chemical companies) to add to my basket of NG related "theme" companies. EKS

To: E_K_S who wrote (46753)	2/27/2012 6:23:02 PM
From: Bocor	Read Replies (1) \| Respond to of 78507

XCO insiders seem to agree with you. Over the last six months, insiders were net buyers of 5,399,430 shares, which represents about 4.06% of the company's 133.01M share float. It's actually becoming a decent dividend stock :)

To: E_K_S who wrote (46753)	2/29/2012 1:37:03 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78507

XCO - have you looked at their last presentation. They talk about unit cost but don't mention their DDA expenses. net debt per PD- 1.92$ Debt to adjusted EBITDA ~3.1. Production falling next year with debt being about the same (or 200M$ lower if they can sell their midstream assets). Ouch! Ouch! Ouch! If you owe 1.92$ PD(in the ground, add lifting and transportation cost ~1$/PD) and the spot price for PD (above the ground) is 2.5$ you are basically underwater. I can easily see the equity going to zero in this case. Check the 4th quarter review for the relevant numbers: \http://www.excoresources.com/presentations.htm