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

To: Spekulatius who wrote (47408)	4/11/2012 11:51:59 PM
From: Spekulatius	Respond to of 78673

re MOS @49.53$ - also added a first lot of this "Fast Money" name. Lot's of hot money is (or was) into these fertilizer stocks. I think the LT fundamentals look OK, the valuation is at least OK and the balance sheet looks great. MOS has about 5$ in net cash/share.

To: Spekulatius who wrote (47408)	4/16/2012 5:40:26 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78673

I'm adding (today) to HES and to ROSE as these oil stocks fall. ---- Fwiw, excerpts from Credit Suisse in Barron's today: "We are raising our 2013-2014 Brent oil prices to the $130-$140-per-barrel range to reflect a lack of supply (despite U.S. shale) and continued-demand growth in emerging markets." (aside: wow!) I guess this leads to their concluding: "We reiterate the case for being overweight select liquid-rich U.S. large caps, notably Hess (ticker: HES), Suncor Energy (SU), Occidental Petroleum (OXY), Apache (APA), Kosmos Energy (KOS) and Noble Energy (NBL), which all have greater than 30% upside from current levels. There is decent value in Marathon Oil (MRO), Anadarko Petroleum (APC) and Chevron (CVX) also. For those looking to play a natural-gas recovery, Range Resources (RRC) looks undervalued on our lowered natural-gas price deck" online.barrons.com