A list of interesting osx & kin; pde, io, atw, nbr, esv, sosa, ggy, pgo, v.ipe (courtesty BD). E&P's (less upside than above, IMO, will likely be trimming in summer. They're about to get hit with much, much higher drilling costs.) by market cap; vpi, mnd, cog, pog (ng weighted), sfy, prz, dnr, epl, eee, belw (hedges coming off in Oct), hhlf(pure oil) - these mostly value plays. A few exploration plays (hot or cold, not much inbetween) pyr, crzo, tmr(sort of a value play that is getting its exploration legs). Tanker stock that's good for the IRA - NAT. Go to the Boom Boom room if you want an insiders view.
As you're aware, these are cyclic stocks, share prices can tank before commodity prices fall and far before peak earnings. I think the top comes this year for many. Perhaps some of the value stuff chugs along or hits a plateau, but I doubt I'll be holding the stuff into this fall - I plan to be holding only gold bullion. -g- |
