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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: robert b furman who wrote (206088)	11/12/2025 7:21:36 PM
From: DinoNavarre	Read Replies (1) of 206200

Hi Bob.... Thanks for the good information.... I won't try and predict the price of oil, whether the price eventually increases or decreases due to supply/demand imbalances or due to geopolitical events/wars, the POO is going set the POO. If we are entering a system of National Capitalism, will governments will create additional supply and to some extent additional demand? Are we ever going refill the SPR...??? >>>These non-operated E&P have utilized some excellent accounting practices that allow oil depletion and high cash flow that gets distributed to the shareholders at a tax rate that is at a qualified dividend rate, often lower than corporate tax rates<<< Good info, thanks! I can live with hedging....I like a steady dividend and being undervalued is good too! Maybe it is time to take an initial /small position in VTS. Even if they reduce the dividend a bit from where it currently is, I can live with that too! Over the last three years I've been somewhat moving away from buying individual stocks and more into funds, IMO it helps de-risk my holdings a bit.....at the same time, if we are slowly approaching the low end of the energy/commodities cycle, IMO it should be ok pick some of the low hanging fruit.... -------------------------------------------------------------------------------- What the hell is wrong with my Packers???

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