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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32758)	11/13/2008 5:21:50 PM
From: Jurgis Bekepuris	Read Replies (1) of 78666

My plan from here on is to build up a large position of profitable junior oil E&Ps that would benefit when oil prices come back to $100 or more. I am buying a lot of things mentioned in oily threads: GTE, PBEGF, NXY, OXY. I still hold other positions in oil and gas, but I am not adding to them right now. In terms of non-oil, I am still thinking what to add to. Some Chinese companies are attractive, since I believe that Chinese economy will perform better than US for some time. I am looking at beaten down US stocks too. May add to HOG and GLW. But these are guaranteed to have lousy business for at least 2-3 quarters.

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