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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (26567)4/16/2007 4:57:52 PM
From: Paul Senior   of 78744
 
Nice review of these integrateds. I have positions in all that you mentioned. My weightings are different though and that influences how and what I might want to allocate (e.g. I already hold more COP than CVX).

Still, I'm jockeying some oil shares also in which I have full positions. In a taxable account, I trimmed today highest cost shares of STO (bought 8/'05 @24.07; sold @28.40) and highest cost shares of Petroleo Bras Petrob (PBRa) (bought 10/'04 @ 33.43; sold 95.18).

Added a bit to my small position in EAC.

finance.yahoo.com
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