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.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul Senior12/22/2007 5:15:37 PM
  Read Replies (3) of 78666
 
Fwiw, I am reallocating some oil stocks as follows:

I've trimmed a little of my OXY bought in 2000. On a valuation basis (forward p/e), that stock is more expensive now than XOM, which is unusual. Sorry that I've only bought a few XOM shares during past month after I had sold a full XOM position in Etrade (which account I reduced substantially).

Kurt Wulff is now recommending small increases in Russian OGZPY and LUKOY. I often follow Mr Wulff, and I've increased my positions in these two a little this week.

I am also still trying to increase positions in some low p/e oil drillers/ suppliers like UNT if prices will drop a little on no adverse news. OTOH, I am adding just a very very little to RIG if/as it moves up.

finance.yahoo.com
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