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To: Paul Senior who wrote (43494)	2/27/2012 7:06:55 PM
From: E_K_S	1 Recommendation of 51579

Hi Paul - Still holding your LEI shares? Is Lucas Energy Copying Chesapeake And About To Make A Bold New Move? seekingalpha.com From the article:"...This year it plans to sell its Eagle Ford and some other properties for approximately $95 million. It has 5,144 net acres in the Eagle Ford Shale (and 3.745 net acres in the Eaglebine). This seems like an entirely believable statement, as previously large sales of Eagle Ford oil producing acreage have sold in the range of $15,000 to $20,000 per acre. The above sale along with other Lucas Energy actions is supposed to generate $106.8 million in cash inflows in 2012. Since Marathon Oil (MRO) is a JV partner with Lucas Oil in the Eagle Ford, it seems likely that MRO will be the company doing the buying. This makes the sale at a good price a virtual certainty. MRO has paid top dollar for large chunks of both the Eagle Ford and the Bakken in the recent past...." ----------------------------------------------------- Stock has traded significant volume over the last several trading days. Today alone it traded 7x's it's average daily volume. The author believes that their land holdings are undervalued given what MRO has paid in the past. He believes the potential buyer could be MRO. EKS

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To: rllee who wrote (46764)	2/28/2012 1:53:31 AM
From: Spekulatius	of 51579

>>RSH - I read, with interest, Motley Fool's blog on the valuation of RSH: beta.fool.com Seems to make some sense based on comparisons of sales/sq ft ratios between BBY & RSH. The other question might be how sustainable is the fat 7% dividend. If the dividend is reliable enough, perhaps it is worthwhile to invest to wait for a recovery or a possible buyout?<< It is a very one sided piece that looks at RSH valuation only under the assumption that BBY buys RSH. This acquisition is just a hypothetical exercise right now and it's dangerous to use these assumption for a valuation. Ideally you want to come out ahead in most scenarios, including the most likely ones ( those are rarely acquisitions) when purchasing the stock. I have a different hypothesis on how BBY looks at RSH - they view it as a weak competitor in the mobile space that they can gain market share from. BBY prefers to build their stores in malls with a small footprint where there is much more foot traffic than in RSH's strip mall stores.

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To: Bocor who wrote (46770)	2/28/2012 10:10:48 AM
From: E_K_S	of 51579

Hi Bocor - AngloGold Ashanti Ltd. Common S (NYSE: AU) EXCO Resources, Inc. Exco Resou (NYSE: XCO) I decided to move some of my Gold holdings into NG with the expectations that the NG commodity will hold its value better than gold in the next 3-5 years. Therefore I sold 25% of my AU and moved the proceeds into XCO. The kicker for me is that both pay a similar dividend for holding the shares. When you compare the 5 year chart, XCO shares are 50% undervalued compared to AU shares. Still own quite of bit of gold and other natural resources in BHP, AU, AAUK, AGPPY & VALE. My goal is to maintain my purchasing power diversifying into undervalued commodities, Receiving a dividend is nice too. EKS

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To: Paul Senior who wrote (46272)	2/28/2012 10:54:27 AM
From: Grommit	of 51579

my ARCC announced earnings and a small div increase. pays 9%. I own a lot of it. no $$ guidance, just words: "Based upon the strength of our results, we raised our quarterly dividend from $0.36 per share to $0.37 per share. As we progress into 2012, we believe our investment portfolio is well positioned and we have substantial debt capacity to take advantage of investment opportunities in the underserved middle market.” mainly loans: arescapitalcorp.com insider buying in 2011 finance.yahoo.com ......... etrade taxes -- warning -- my 1099 from etrade has many errors. many stocks bought in 2011 were not shown with cost basis, but were in the wrong category and shows as if bought before 2011.

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