Value Investing Message Board

STOCKTALK

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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (78309)	10/23/2025 9:58:47 AM
From: Sean Collett	Read Replies (1) of 78427

Few of these names are doing real well. I added $HAL to my portfolio on 10/15 ($22.37/s) and up ~20% right now at ~$27.00/s. Even $OXY is catching a small bid (less attractive than $NOG) - I have $OXY at $42.18/s. My $VET position isn't really going anywhere and I am likely stupid for trying to draw from this well. It's up at 1.6% but not the strongest name I have. If $NOG has some opportunity for cash flows that does change their profile a bit given their negative cash flows so could turn out well for them! And in turn you and Rob. IMO now is a good time to build positions here. Like Robert said, oil isn't going away and it will have its day. So many of these names are depressed. -Sean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next