Comments on: Apache Corporation Moat Check http://www.fatpitchfinancials.com/396/apache-corporation-moat-check/ Special situation stocks and value investing Tue, 07 Feb 2012 02:35:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: cheapstockhunter http://www.fatpitchfinancials.com/396/apache-corporation-moat-check/comment-page-1/#comment-13201 cheapstockhunter Fri, 29 Sep 2006 05:01:44 +0000 http://www.fatpitchfinancials.com/396/apache-corporation-moat-check/#comment-13201 APA is a reasonable value here, but I think there may be better opportunities. APA uses an "acquire and exploit" development strategy vs. "growth thru the bit" (organic) strategy. Over last 2 years the market price for aquisitive growth has risen dramatically. IMHO I think those that can develop reserves internally will have lower reserve replacement ratios, higher asset effieciecy, and higher cash flow! I think NFX offers the most compelling opportunity in the E&P space.... APA is a reasonable value here, but I think there may be better opportunities. APA uses an “acquire and exploit” development strategy vs. “growth thru the bit” (organic) strategy. Over last 2 years the market price for aquisitive growth has risen dramatically. IMHO I think those that can develop reserves internally will have lower reserve replacement ratios, higher asset effieciecy, and higher cash flow! I think NFX offers the most compelling opportunity in the E&P space….

]]> By: Financial Carnivals - Fat Pitch Financials http://www.fatpitchfinancials.com/396/apache-corporation-moat-check/comment-page-1/#comment-12505 Financial Carnivals - Fat Pitch Financials Tue, 26 Sep 2006 12:29:16 +0000 http://www.fatpitchfinancials.com/396/apache-corporation-moat-check/#comment-12505 [...] This week Fat Pitch Financials was featured in both the Festival of Stocks and the Carnival of the Capitalists. Mike Price featured my Apache Corp. moat check in the Festival of Stocks and Crossroads Dispatches featured my article on how to calculate your return on investment. [...] [...] This week Fat Pitch Financials was featured in both the Festival of Stocks and the Carnival of the Capitalists. Mike Price featured my Apache Corp. moat check in the Festival of Stocks and Crossroads Dispatches featured my article on how to calculate your return on investment. [...]

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