Paul,
Thanks for the note. I've stopped trying to draw attention to energy since it's had a nice run, but I'm glad you found something of merit in my suggestions.
The other suggestions I laid out last year, SFY, T.BKP, PETD (I think Bash picked up some of this), and FGH are also moving. The e&p stocks I hold the most of now, however, are PRZ and PYR. Of the two, PRZ remains significantly undervalued at around 20.
E still has room as well, as does T.BKP.
I'm beginning to look for the next macro play to rotate into once energy has run its full course. But for now, energy is still un noticed the retail investor and there's no need to sell anything while the one year ng strip is setting records.
My best candidates for a move up this summer is silver.
The best candidates for another big macro move down are the financials and pc manufacturers. CPQ, DELL should both trade in the teens if fair value was realized. Most of tech is overvalued, but fighting the short squeeze game is one that is time consuming and tiring.
Good Investing. |
