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

To: E_K_S who wrote (48644)	7/9/2012 10:58:55 AM
From: Grommit	Read Replies (1) \| Respond to of 78702

KRO. nice one. I added 1/3 more at $14.39.

To: E_K_S who wrote (48644)	12/3/2012 11:20:16 AM
From: E_K_S	Respond to of 78702

Kronos Worldwide Inc. (NYSE: KRO)- Closed out position in IRA for 8% gain plus dividend Penn West Petroleum Ltd. (NYSE: PWE) - Started position in IRA Decided to close out my KRO position and move the proceeds into PWE. Both companies are value candidates but PWE generates a better dividend as they slowly grow their production (aprox 11% YOY). PWE is getting more efficient too w/ $/boe Operating Costs from $20.00/boe in 2011 to $17.00/boe in 2012. Here is the link for PWE's 2012 Investor's presentation. KRO still on the watch list at lower prices but until EU growth picks up again (or at least shows signs of growth), I will wait on buying shares, Looking to add PWE and ERF to my taxable account as my 31 day buy back period has passed. I plan to buy some low cost shares in both companies to bring down my average cost. EKS