Introducing the CVI - Punch Card Portfolio Newsletter

I write a weekly investment newsletter. This newsletter involves the development of a focused portfolio of undervalued securities. The subscription price is $20 per month (cancel any time). Every investment idea I recommend will be one I purchase for my own portfolio. If you have questions prior to subscribing shoot me an e-mail (Swizzledxxx@gmail.com)

Please note I'm running a low-tech operation and that the newsletter is sent by me via e-mail. There will be a delay between when you pay and when you receive your first e-mail (usually a couple of hours).

Subscribe to CVI - Punch Card Portfolio Newsletter

Friday, November 2, 2012

Another Data Point Coming to Value Canadian Oil Sands

My latest Seeking Alpha article:

I'm not one to jump to any drastic conclusions, but I will suggest that if Canadian Oil Sands interest in Syncrude was worth $38 when oil was at $70, then it likely hasn't decreased from there subsequently. If you were so bold as to think that the value of Syncrude has increased along with the price of oil then you could conclude that Canadian Oil Sands is worth more than $40 per share or almost twice the current share price.

Link to article: http://seekingalpha.com/article/972411-another-data-point-in-determining-what-canadian-oil-sands-is-worth?v=1351861360&source=tracking_notify

No comments:

Post a Comment