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

To: E_K_S who wrote (50057)	11/15/2012 1:40:47 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78751

Good grab on GST-A. I missed it yesterday and today it has recovered all the way back to $15'ish.

To: E_K_S who wrote (50057)	1/16/2013 12:23:46 PM
From: E_K_S	Respond to of 78751

Magnum Hunter Resources Corpora (MHR-PD) - peeled off 24% of high priced shares Anglo American plc (AAUKY) - Bought back 35% of the shares I sold 6/2012 @ $16.45/share Decided to book profits in MHRpD and start buying several natural resource stocks that IMO have good value and are selling at or near their 52wk lows. AAUKY pays a 5% dividend and has a GN value of $24.68 a 62% to it's GN value. I plan to eventually buy back all of those AAUKY shares I sold and may add more if the stock test it's previous low of $13.10/share. The other natural resource stock I plan to begin nibbling at is AGPPY. They are the largest platinum producer in the world and have sold off substantially w/ (1) riots in South Africa, (2) the low demand for platinum due to the previous world wide depression in automobile sales which now seems to have bottomed. Platinum as of yesterday's close is now selling higher than gold. Demand for the metal is strong and growing as this is the main component in making catalytic converters for cars. Several other natural resource companies look interesting. I have my eye on CNX around $25.00/share. I like their NG reserves. VALE below $18.00/share would be a good value buy as they have sold some of their Brazil non core assets. I am betting that by the 3rd quarter 2013, China will begin to show low double digit growth. FCX is also on my radar screen but at 10% lower levels around $30.00/share. EKS