RE:RE:RE:RE:Unbelievable Opportunityinteresting that FRU pounces NOW but as per other postings, its mildly accreative-still sticking with my dark horse PSK..it hit $20+ only to be hammered down to $15ish before bouncing back above $16 ish today... more importantly, PSK will be 1st out of the gate july 18th to set the tone for Q2 earnings in the O&G sector. FRU continues to have most of the analyst love as compared to PSK (largely due to a much larger debt obligation, i think) BUT PSK made 3 monster aquisitions near the bottom of the cycle giving it a 92% oil weighting (ie more than a year ago) and it had higher organic growth last quarter but i digress...all in all, 2 great companies-completely UNHEDGED so it should be a fantastic Q2..cheers, dwdc
PS..a dividend increase from either or???