SI
SI
discoversearch

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 : The Art of Investing
PICK 56.19-1.5%Jan 16 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sun Tzu who wrote (4335)6/6/2022 8:59:35 PM
From: Kirk ©  Read Replies (2) of 10744
 
You could be right.
My opinion on oil is that the risk/rewards are unfavorable.
The kiss of death may have been Cramer today claiming to be overweight oil and it is the only sector you can buy the dips for.

He must have made a LOT of changes to his portfolio since he took it behind a paywall... or he is fibbing.... The last I saw he was buying the crap and/or high PE stocks like PayPal as they fell.... He had Chevron and Nucor in his portfolio for about 2% each plus he added Devon Energy at 0.9% before it went up 74% the last I had updates from him for those, so that is hardly "over weight" with about 6%. If he was adding, the buys were very recent. His largest position WAS Nvidia which was 5.4% at his 11/4/21 email, (Yeah, I kept a spreadsheet on Google Docs that I can call up quickly...)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News