Seeking Alpha
  • Mercy Jimenez
    Asset sellers growing VALE,IOC,ERF + KBass = return of capital becoming more important than return on capital http://read.bi/Jyjsge
    5/17/12
    Reply (2)
    • saratogahawk: While I hate the current ERF price I am a buyer at this level and will pick up any Canadian oils that have been sold off like ERF.
      5/23/12
    • Mercy Jimenez: Agree saratogahawk; lots of good values for many Canadian high yielders.
      5/23/12