SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Oil Sands and Related Stocks
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Taikun who wrote (1918)8/21/2005 3:31:02 PM
From: TheSlowLane  Read Replies (2) of 25575
 
I think that, in all fairness, it should be mentioned that Coxe has been talking about the oil sands stocks for a long time now. So I give him a lot of credit for that. As far as his thesis on the miners, he goes into quite a bit of detail in the conference call this week. Also, the issue of Basic Points that is coming out this week will focus on the mining stocks and refresh his arguments for why he thinks that they offer compelling valuation here.

Finally, keep in mind that Coxe has a diverse audience, primarily institutional money, but that his calls are long-term calls and not trading signals. He acknowledges that traders are operating on a different timeframe and may be in and out of these stocks repeatedly but that his calls are based on very long term timeframes.

I'm looking to bolster my oil sands positions a bit more, but then again, I was very slow in responding to his suggestion (and yours and others here) to get exposure. Better late than never!

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News