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

To: E_K_S who wrote (53571)	3/11/2014 9:57:45 AM
From: Mattyice	Read Replies (2) \| Respond to of 78758

EKS, as always thanks for your post and clarifying what you see - You have been following xco a long time and its always to get an update on your take there. I really like the assets there, but the story is very complicated and really not sure how to put a value on it. I'm not sure if there is enough upside potential for me, if they could get eagle ford rolling maybe I would be interested. I scanned there 10k and didnt see anything about what kind of transportation agreements and processing agreements they had in place down there, if they dont have any commitments the story could become quite compelling (which are they still dedicated to TGGT?) - tport and processing is getting cheaper in the area. It is my belief the area is oversubscribed with both. SFY is becoming compelling after its sell off - i am looking at rotating out of additional ECA shares into SFY in my nat gas/energy basket (which consist of CNQ, SUN, COP, APC, RRC, TLM, SWN, DNR (just bought), and a few other small positions) - ECA has essentially gone no where in two years since i first posted of the purchase - i really liked there asset base initially during the free fall a few summers ago but dont have a good feeling about the direction they are going. I'm on the fence about TLM - the story has completely changed since i bought it a few years ago. It has almost come full circle and now maybe i would either want to add or get rid of it - i'm not so sure of either. If anyone has an opinion feel free to post. Here is few post of canadian oil sands folks I liked circa 2012 with valuations, and after looking at ECA again and my original notes, might hold off on selling just yet Message 28182435 Message 28172230