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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Spekulatius who wrote (54423)	11/28/2014 4:06:28 PM
From: Spekulatius	1 Recommendation of 78740

APA - added significantly to my so far small position in APA today. ~ 65$. Except for SPND,which I sold today for 5.66$ blended, this is my only E&P position. I intend to add more - my best ideas are APA, MRO and possibly CVE and CVX. CVX is still a bit expensive, I think. As far as crude prices are concerned, this too shall pass, imo.

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