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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Umunhum who wrote (77957)1/15/2007 9:20:48 PM
From: Tommaso  Read Replies (1) of 206159
 
I was just reading your post again:

" know that I’m starting to sound like a broken record but I believe Don Coxe. Buy oil companies based on long life reserves in politically secure areas of the world. (PE ratio, cash flow and other fundamental valuation metrics are secondary). The Canadian oil sand companies have assets that cannot be replicated.

My Portfolio:

25% COSWF
25% SU
15% CNQ
15% ECA
15% NXY
"

That is very sound advice. I wish that I could recommend the "oil sands" thread for further and more specialized discussion, but the quality of intellect to be found there, with a few exceptions such as William Hickman, makes it impossible to recommend.
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