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	<title>The Enlightened American &#187; CHK</title>
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	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
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		<title>Portfolio +0.8% Year-To-Date</title>
		<link>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date</link>
		<comments>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date#comments</comments>
		<pubDate>Mon, 01 Mar 2010 19:17:59 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[AUY]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[MFN]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=644</guid>
		<description><![CDATA[THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

Enlightened-American Portfolio: +0.8% through Feb, 2010 (my actual IRR, including cash balance)
DJIA: -1.0%
Nasdaq: -1.4%
S&#38;P 500: -1.0%
DJ Wilshire 5000: -0.4%
Russell 2000 (smallcap): -0.9%

February was a sedentary month for us here at Enlightened American. Sometimes, indeed most times when dealing with investing, doing nothing is the best course of action and for that, we [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/03/01/portfolio-0-8-year-to-date/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>2009 Q4 Moves &#8211; Mohnish Pabrai and David Winters</title>
		<link>http://enlightened-american.com/2010/02/15/2009-q4-moves-mohnish-pabrai-and-david-winters</link>
		<comments>http://enlightened-american.com/2010/02/15/2009-q4-moves-mohnish-pabrai-and-david-winters#comments</comments>
		<pubDate>Tue, 16 Feb 2010 07:22:42 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[bmy]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[CSE]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[FFH]]></category>
		<category><![CDATA[LUK]]></category>
		<category><![CDATA[MCD]]></category>
		<category><![CDATA[MJN]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[PM]]></category>
		<category><![CDATA[TX]]></category>
		<category><![CDATA[Wintergreen Fund]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=629</guid>
		<description><![CDATA[You can view the latest portfolio moves in spreadsheet format of Mohnish Pabrai, renown value investor. Despite his shift toward a less concentrated portfolio, Pabrai&#8217;s portfolio is still rather focused compared to the average money manager.

Only one new position, CapitalSource (CSE), which should be familiar to regular readers of this blog as Seth Klarman&#8217;s Baupost [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/15/2009-q4-moves-mohnish-pabrai-and-david-winters/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Implications of XOM/XTO Deal For Natural Gas &amp; Chesapeake Energy</title>
		<link>http://enlightened-american.com/2009/12/15/us-natural-gas-endorsed-by-exxon-mobil</link>
		<comments>http://enlightened-american.com/2009/12/15/us-natural-gas-endorsed-by-exxon-mobil#comments</comments>
		<pubDate>Tue, 15 Dec 2009 19:33:34 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[natural gas]]></category>
		<category><![CDATA[XOM]]></category>
		<category><![CDATA[XTO]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=561</guid>
		<description><![CDATA[The first big deal in the energy E&#38;P space was announced yesterday as Exxon Mobil struck an agreement to buy XTO Energy. While I do not have a vested interest in either party, this deal has some implications for the energy markets and our largest position, Chesapeake Energy (CHK).
Exxon&#8217;s move into the US natural gas [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/12/15/us-natural-gas-endorsed-by-exxon-mobil/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Portfolio +23.7% Through August 2009</title>
		<link>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009</link>
		<comments>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009#comments</comments>
		<pubDate>Tue, 01 Sep 2009 23:35:58 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[BAM]]></category>
		<category><![CDATA[BPO]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commercial real estate]]></category>
		<category><![CDATA[CRE]]></category>
		<category><![CDATA[enlightened-american portfolio]]></category>
		<category><![CDATA[gold]]></category>
		<category><![CDATA[market outlook]]></category>
		<category><![CDATA[natural gas]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=399</guid>
		<description><![CDATA[View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through August 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET

Enlightened-American Portfolio: +23.7% YTD (my actual IRR, which lags the equal-weighted returns)
DJIA: +8.2%
Nasdaq: +27.4%
S&#38;P 500: +13.0%
DJ WIlshire 5000: +15.4%
Russell 2000 (smallcap): +14.5%

The popular monthly portfolio overview and market outlook [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/09/01/portfolio-237-through-august-2009/feed</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Quick Update On Chesapeake Energy</title>
		<link>http://enlightened-american.com/2009/02/23/quick-update-on-chesapeake-energy</link>
		<comments>http://enlightened-american.com/2009/02/23/quick-update-on-chesapeake-energy#comments</comments>
		<pubDate>Tue, 24 Feb 2009 02:40:37 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Stock Research]]></category>
		<category><![CDATA[CHK]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=311</guid>
		<description><![CDATA[Chesapeake Energy (CHK) reported earnings last week. The company didn&#8217;t have a complete set of financial statements but I direct readers to the company&#8217;s website for a closer look at the numbers or Zman&#8217;s excellent numbers breakdown at his blog. I will be focusing on the prospects for this investment.
Key takeaways from the earnings release [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/02/23/quick-update-on-chesapeake-energy/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Boone Pickens, David Winters &amp; Jim Puplava Q4 2008 Holdings</title>
		<link>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings</link>
		<comments>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings#comments</comments>
		<pubDate>Wed, 18 Feb 2009 17:36:16 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[ABB]]></category>
		<category><![CDATA[BEN]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[BTU]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[dvn]]></category>
		<category><![CDATA[ebay]]></category>
		<category><![CDATA[ERF]]></category>
		<category><![CDATA[FLR]]></category>
		<category><![CDATA[FWLT]]></category>
		<category><![CDATA[GS]]></category>
		<category><![CDATA[HGT]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[LUK]]></category>
		<category><![CDATA[OXY]]></category>
		<category><![CDATA[RIG]]></category>
		<category><![CDATA[SRE]]></category>
		<category><![CDATA[TV]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=308</guid>
		<description><![CDATA[Boone Pickens&#8217; recent investment hiccups have been well-publicized. A few months back, Pickens appeared on CNBC and disclosed that he had moved BP Capital almost entirely to cash. As you can see in the spreadsheet view, he wasn&#8217;t exaggerating. Still, Pickens found did retain and open a few positions:

Pickens bought new stakes into Chesapeake Energy [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>The Invaluable Follies of 2008</title>
		<link>http://enlightened-american.com/2009/01/14/the-invaluable-follies-of-2008</link>
		<comments>http://enlightened-american.com/2009/01/14/the-invaluable-follies-of-2008#comments</comments>
		<pubDate>Thu, 15 Jan 2009 03:01:08 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[aem]]></category>
		<category><![CDATA[Benjamin Graham]]></category>
		<category><![CDATA[charlie munger]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[dvn]]></category>
		<category><![CDATA[HRZ]]></category>
		<category><![CDATA[iar]]></category>
		<category><![CDATA[NXG]]></category>
		<category><![CDATA[pds]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[tlm]]></category>
		<category><![CDATA[value investing]]></category>
		<category><![CDATA[Warren Buffett]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=285</guid>
		<description><![CDATA[Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement.  The investment turbulence of 2008 may have been a formative experience &#8212; one of those events that truly molds people and perspectives for a lifetime.  That I managed to only lose -15% vs. a 39% drop in the S&#38;P [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>More Reader Questions On Chesapeake Energy</title>
		<link>http://enlightened-american.com/2009/01/06/more-reader-questions-on-chesapeake-energy</link>
		<comments>http://enlightened-american.com/2009/01/06/more-reader-questions-on-chesapeake-energy#comments</comments>
		<pubDate>Tue, 06 Jan 2009 19:53:34 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Reader Questions]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[preferred stock]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=283</guid>
		<description><![CDATA[Before I get to the questions, check out this morning&#8217;s WSJ for details on the latest Chesapeake (CHK) $412M VPP deal.
First question comes from Neil:
Hi Davy,
I enjoyed reading your article on CHK. I am also a value investor and I&#8217;m grappaling with a problem that I think you have too. I hope you&#8217;ll indulge my [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/01/06/more-reader-questions-on-chesapeake-energy/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Will CHK Outperform USO?</title>
		<link>http://enlightened-american.com/2008/12/19/will-chk-outperform-uso</link>
		<comments>http://enlightened-american.com/2008/12/19/will-chk-outperform-uso#comments</comments>
		<pubDate>Fri, 19 Dec 2008 18:08:24 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[DBA]]></category>
		<category><![CDATA[natural gas]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[RJA]]></category>
		<category><![CDATA[USO]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=278</guid>
		<description><![CDATA[A question from Fletcher:
&#8220;Hey Davy, I enjoy reading your material.  I am interested in putting some money into oil, specifically USO.  I see you that you really like CHK. Do you see CHK outperforming an oil ETF like USO in the future 1-2 years?&#8221;

Thanks for reading, Fletcher. I hesitate to answer questions like [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Media Appearance: Commodities Bubble &amp; Chesapeake Energy</title>
		<link>http://enlightened-american.com/2008/12/18/media-appearance-on-commodities-bubble-chesapeake-energy</link>
		<comments>http://enlightened-american.com/2008/12/18/media-appearance-on-commodities-bubble-chesapeake-energy#comments</comments>
		<pubDate>Fri, 19 Dec 2008 00:43:41 +0000</pubDate>
		<dc:creator>Davy Bui</dc:creator>
				<category><![CDATA[Enlightened-American Portfolio]]></category>
		<category><![CDATA[Investment Strategies]]></category>
		<category><![CDATA[Market Commentary]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[commodities]]></category>
		<category><![CDATA[media appearance]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[oil bubble]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=277</guid>
		<description><![CDATA[I did a podcast interview with Derek Simon at iStockAnalyst.  We discussed a variety of subjects from my blog to oil prices and a little discussion re CHK:
http://www.istockanalyst.com/podcast/podcast.xml (Dec 15 2008 podcast)
It&#8217;s been a few years since I&#8217;ve done any media appearances (back in my political days). I&#8217;m not eager to listen to myself [...]]]></description>
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		<slash:comments>2</slash:comments>
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