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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (21399)5/31/2005 11:37:26 PM
From: Spekulatius  Read Replies (1) of 78576
 
re Oil and Energy stocks - Grommit's call to move 40% of his assets into oil sands it's pretty gutsy and certainly not a value call. he could be right that this time is different (and then he will look like a hero). I have reduced my oil stock position over the last few month but I am wary of the inflation that higher energy prices may induce and which certainly may hurt many of the stocks i am owning right now , finance stocks in particular.
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