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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (38188)6/5/2010 10:47:34 PM
From: Grantcw  Read Replies (1) of 78478
 
Thanks for the input on SGY. I will admit to not being a veteran in oil plays and potentially being drawn in by cash flow, p/e, and a short steep drop from 20 to 12 over other standard industry-related valuations.

I'd be open to other ideas you have for other oil plays with better valuations. I'm trying to spread to build some diversity in my positions and I'm trying to have an open mind.

Thanks,

cwg
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