Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bruwin who wrote (2097)	7/31/2012 2:13:55 AM
From: Brian Sullivan	Respond to of 4719

I think that I nominated 8 stocks so I'll let some other people finish the nominations.

To: bruwin who wrote (2097)

7/31/2012 5:58:04 PM

From: Sergio H

Read Replies (1) | Respond to of 4719

I propose removing LUTHP from consideration. ALU may be heading for bankruptcy and therefore the pref. is too risky for our portfolio. Unless someone disagrees, let's toss it.

Let's add DVN as a candidate based on EKS' investment thesis on concentrating on U.S. and Canada. I agree and DVN is almost a pure play on this idea.

From the article that Brian posted a link to:

http://seekingalpha.com/article/747951-devon-energy-vs-apache

Production Origination (Q1 2012) Apache Devon

United States 37% 72%

Canada 17% 28%

Egypt 21% 0%

Australia 9% 0%

North Sea 10% 0%

Argentina 6% 0%