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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (50457)	12/30/2012 11:29:34 PM
From: Jurgis Bekepuris	Read Replies (1) of 78774

Out of your list of stocks, I only own CJES, which seems to be a buy here. However, CJES is one of the smaller competitors and could potentially be squeezed if there is a glut of service providers. OTOH, it could be acquired too. Not sure if I will add to this position. I wonder if with the glut of US natgas we are not going to see glut of US oil too. If we do and oil drops from here, energy companies may suffer even more than they do now. I think I am invested enough in energy sector to buy much more at current valuations and gas/oil prices. Of course, I might be too careful and if natgas/oil prices rocket up, the E&Ps+service providers may rocket too. Pick your choice. ;)

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