Adams Natural Resources Fund Inc V.PEO

Primary Symbol: PEO

Adams Natural Resources Fund, Inc. (the Fund) is a non-diversified investment company. The Fund is an internally managed closed-end fund specializing in energy and other natural resources stocks. The Fund's investment objectives are preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. The Fund invests at least 80% of its assets in petroleum or natural resources industries or industries connected with, serving and/or supplying the petroleum or natural resources industries. The Fund has broad flexibility to invest in stocks of varying capitalizations, and primarily invests in stocks found in the S&P 500 Energy and S&P 500 Materials sectors. The Fund invests at least 25% of its assets in petroleum and petroleum-related industries. The Fund may invest up to 25% of its assets in commodities related to petroleum, minerals and related products, including swaps. The Fund may invest up to 10% of its assets in real property.

NYSE:PEO - Post by User

Adams Natural Resources Fund Inc

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Comment by riskseekeron Jan 27, 2014 3:23pm

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Post# 22139203

RE:PEO vs PHO.....

Just to clear things up,
Gross revenue (TTM) of PEO is 33M
Gross revenue (TTM) of PHO is 15M

It is difficult to judge PEO net revenue value since they have acquired 5 companies in the last year. These acquisition come at high cash cost with the revenu not fully accounted for in current FY. I believe 2014 will be big for PEO. On the other hand I do hold a position in PHO as well. I think they are clearly undervalued. Two very different companies. Cannot directly compare the technicals cause they are very different in how they earn revenue and their source of expenses. Either way I think they are two great investements.

cheers

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