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Gold/Mining/Energy : VLO: Valero Energy Corp.
VLO 178.74+0.7%10:46 AM EST
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To: Wyätt Gwyön who wrote (56)12/1/2005 3:24:58 PM
From: Paul Senior  Read Replies (1) of 299
 
I have tried to have VERY, VERY diversified portfolios. I notice though, that having begun to buy VLO a couple of years back and adding on its way up, that that stock is a relatively large dollar component. So, unlike many or most other stocks I hold, when VLO rises or falls, I really do notice it in my portfolio bottom line.

I hold a small position in COSFW. I hope you are right in your prediction.

I'm not adding now - I'm a little nervous that I might be way overweighted in oils. That kept me from adding to VLO couple weeks or so back when it dropped to $93. :>(

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