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

To: bruwin who wrote (1929)	7/17/2012 9:54:25 AM
From: Spekulatius	2 Recommendations Read Replies (2) \| Respond to of 4719

I think snookcity intended to nominate HES. I own HES and it is certainly very cheap, based on proved reserves to EV value. But HES has management issues and the company spents more than it generates in cash flow, pays a small dividend only, yet did notmcreate reserve or production growth in the past. I think APA is a much better managed company. j don't know how others think but I don't want t bet against Buffet using turnaround candidates, I want to bet against him using companies with great management that represent a good value. Companies that Buffet might buy but hasn't. APA fits that mold, HES does not.