EOG

Sequoia (Ruane, Cunniff & Goldfarb) files 13F for September 30th, 2009

(via www.rocketfinancial.com)

Sequoia's Q3 portfolio has been filed. New or increased positions include: AAP, PX, AOC, EOG, CACC, BDX, LTR, CB, BMY, CHK, BER, DHR, WMT, PG, V, JNJ, KFT, etc.

Meet the Men who Fleeced Enron

(via www.fool.com)

Article on the surviving Enron companies and their ultimate strong market returns. The key was buying firms at a discount to true value. Mark Papa of (EOG) and Richard Kinder of Kinder Morgan generated significant value from the leftovers of Enron. The article notes the secret was:1)buy valuable assets for less than they are worth,2)be patient,3)profit