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Strategies & Market Trends : Value Investing

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From: Mattyice10/15/2010 9:52:39 AM
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BAC, WFC - good trade for me...... if i dont like money. Good call i know, had it all along.... going to keep my small wfc leaps. My BAC leap is basically worthless now.

Its interesting how the crowd is right sometimes.

Risk is seeming to come back to the table now, i have a large cash position and alot of core positions built near the bottom, will continue to peel off if index's rise another 12-14%. Not really looking to add anything except in certain situations.

Anybody have some ideas on the Eagle ford shale as possibly an overlooked E&P play. I like the Eagle ford compared to the bakken, but the bakken is probably more overlooked.
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