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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19763)	10/6/2004 9:32:35 AM
From: Grommit	Read Replies (3) of 78625

home builders and oil. home builders. paul, i don't know if home builders are living in a bubble of not. but i noticed that my home building stocks are among my longest holdings -- we talked of these in 2001. With PE's of 9, they are hard to shed. I still have SPF, KBH, RYL. biz.yahoo.com just thinking... oil. almost a year ago I said that the sky was falling concerning peak oil production and I found some stocks to hedge my portfolio against oil production declines. I thought those stock were overpriced, but i wanted a hedge witha 10 year horizon. with oil now over $50 per barrel, their profitability will be higher and the stocks have attracted a following. things sure are grand. :o) finance.yahoo.com I still think oil production is limited and will drop over then next 10 years. i've seen wall street journal and new youk times articles where experts say that any supply disruption could cause $100 oil in a jiffy. but they fail to point out that normal demand increases will have the same effect if it is true that production is limited (let alone declining). peakoil.net plug: I friend of mine recently published this book. U.S. Dept of Energy ordered copies, and talks to the author. The author gets a little more into jihad issues for my taste, but he has estensively studied the issue of middle east oil reserve overstatement. fyi: futurereality.org grommit

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