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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (31215)6/19/2008 11:51:22 AM
From: Jurgis Bekepuris  Read Replies (1) of 78661
 
"SSL/OXY. Holding what I have. Preferring to add to BP/E/TOT among the larger companies."

I spent a little time looking at these companies. It appears that BP and TOT have >70% of sales in refining. E has ~40%. OXY is pure (?) E&P company. So I guess BP/TOT investing would assume a recovery or at least not a total collapse of refining. Not necessarily a bet I want to make beyond my current "refining" holdings (I already have some COP, TOT, E). So, so far I think OXY is most attractive of this bunch. I want to look a bit more at SSL, PTR and maybe even my other energy holdings before buying more.

Overall, about 15% of my portfolio is now in energy. Not a huge percentage, so perhaps I should add more even with all the talk of bubble.
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