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

To: Paul Senior who wrote (47365)	4/9/2012 10:28:04 AM
From: E_K_S	Respond to of 78508

Hi Paul - I was surprised that both companies had such large Debt/Funds Flow but it seems that is typical to the way they structure their business (and the historical low NG prices amplifies this ratio). Each has good Canadian holdings. I expect the distribution to be cut for ERF but am not sure if I should wait on my buy or maybe the stock already reflects this. In this down market it is hopeful to see that SU is green which indicates to me that at least today's buyers see this company w/ a lot of value. Many if not all of my other oil stocks are red. EKS