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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (56551)1/4/2016 12:27:31 AM
From: Jurgis Bekepuris  Read Replies (1) of 78774
 
then, in 2005-6, when peak oil hit the front page of the new york times (for the 1st time) i went all in -- 25% to 30% of portfolio in oil sands. oil was $25-$30 a bbl. ... those were my best calls. as i said -- sector selection is more important than stock selection.
and yet only couple posts earlier you said:

I contend that no one knows what crack spreads or oil prices will do.
So which one it is? You knew what oil prices will do in 2005-2006 or no one knows what oil prices will do?
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