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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29680)	1/11/2008 5:02:35 PM
From: Grommit	Read Replies (1) of 78628

Refiners. I timed them pretty good. Just owning a stub of VLO now. I think that refinery capacity is expected to be limited, so maybe not a bad hold at this point. But there are so many other great things to buy... I also still own refiners via HTE and PCZ. I sold a bit of long term oil sands at the start of the year. Trimmed SU, COS, CNQ, ECA. I added a little to PCZ and NXY due better valuations. Also added REITS, of course. With my additions of dividend stocks I have more annual dividends than I can shake a stick at. I firmly believe that there are many nincompoops out there selling things that they should not be selling.

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