Turnarund Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Covenant who wrote (1341)	5/20/2012 12:11:43 PM
From: thatsnotluck	of 1876

<<COP is BB's baby. >> i though CVX was BB's baby. actually i have been holding/trading COP for a couple of years now. like most of the big cap holdings i have, i don't pay a lot of attention on the assumption the street is watching it better than i can, and so i cannot add any value. hmm, actually that is pretty true about the value i can add when reviewing a low cap think that is totally ignored by the street. i was going over the list yesterday and a bit surprised that O&G up to 15% spread over 13 names. also that a majority of the names i expect to add to are O&G. from macro perspective not sure i wish to go much beyond the 15% level at present.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next