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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (38943)8/24/2010 3:13:47 PM
From: Spekulatius  Read Replies (1) of 78844
 
re STO, E&P's. Any solid E&P buys out there. I am looking at NXY be they seem to be a high cost producer.
HES is a maybe, pretty oily play with some chips in Brazil too. The refinery operation may be drag.
STO is a maybe, they are strong in North Sea but their track record almost anywhere else was undesirable (last time a checked a few years ago).

I do own plenty of TOT and also E and MRO but i'd like to get some more.
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