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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (38178)6/5/2010 11:05:19 AM
From: Grantcw  Read Replies (1) of 78476
 
Hello Madharry,

I'm looking to do relatively the same: Increase my oil exposure outside of deepwater. I picked up some SGY this week and am looking at WTI - both seem to have decent earnings, and good forward p/e ratios as well as cash flow.

Between ATPG, SGY, and IOC, I've already gotten to about 14% of my portfolio in total in these 3 energy plays. I've just got to believe in 12-18 months that Oil and NG prices are going to be higher with asian growth and drilling moratoriums. I'm thinking that the recent oil company collapse in stock price is a long-term gift, but we will see.

Thanks,

cwg
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