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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (56595)1/13/2016 5:49:31 PM
From: Graham Osborn  Read Replies (1) of 78751
 
There will come a time when the E&Ps show nice support the way they started to do in Q1 2015. People were so badly hurt they didn't even want to think about oil. The next round of speculators jumped in. Once they too are so badly hurt these stocks are just roll over and die I'll consider. Just my strategy (apart from the occasional point-and-click idiot trade).. whatever works for you. If the Saudis float pieces of Aramco that could easily double the float of liquid energy shares in those businesses. Same dynamic with the China tech IPOs and bubble bursting.

One thing I have been finding in the energy sector is M&A speculation does not pay. When your collateral is eroding it's very hard to sit tight and just churns my portfolio. I'd rather treat these stocks as crude derivatives.
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