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


To: E_K_S who wrote (48561)7/3/2012 12:19:56 AM
From: Sergio H2 Recommendations  Respond to of 78751
 
EKS and Ditch, have you guys looked at SE at all?

SE has been putting over a billion dollars per year into building its pipeline and has been increasing their div. as well. I would expect the div. to be increased again this year. But I like this deal which opens up huge markets for NG.
reuters.com

NG usage in the N.E. is not as common as it is in the West Coast.

Completion of the pipeline connecting NYC is expected to be completed next year, opening up a huge market.

This co. is well set up to exploit any price expansion of NG as it has been doing quite well simply by the increased demand for NG for producing energy due to the weakness in price.

SE received a recent analyst upgrade factoring in the weakness of NG pricing.

streetinsider.com



To: E_K_S who wrote (48561)7/4/2012 9:25:18 PM
From: Difco  Respond to of 78751
 
E_K_S,

Paul and I talked about Sunoco and other refiners throughout last year. Since then the company has spun off its SunCoke business. There's a tiny arbitrage opportunity here, which could could be better than money market funds, but it's your call. I'm holding onto my shares for now.

Message 27482864