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November 22, 2005

Comments

Hi Half Sigma
This sounds like "pump and dump." :)

You seem to be back to full time blogging now. There are many more posts.

HEC is down two cents since the original post, making it a huge buying opportuity.

And yes, I've had a lot to say about Frank McCourt, but only Samuel Alito is reading the posts, and I don't even think he's the real Samuel Alito.

What exactly do you base your recommendation on? Isn't it more likely that the reason this stock is cheap is because the market does not share your confidence in its performance? This stock has lost 50% of its value since Jan 04.

Lots of people are reading.

I'm the only one commenting.

In response to "nobody" -- Harken is not as well-run as major oil companies, and relies much more on exploration (they received a permit on a speculative plot in Colombia just today).

They therefore are not going to perform as well as, say Exxon-Mobil over the middle term (see this chart: http://finance.yahoo.com/q/bc?s=XOM&t=2y&l=on&z=m&q=l&c=HEC) but should have more dramatic gains as the price of oil and gas shoot up in the winter. You are speculating on volatility with this stock, and I'd put 14% as overinvested, but it is certainly not a dog.

RHSAA,jr

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