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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Neil H who wrote (19045)	4/6/2004 1:09:31 PM
From: Paul Senior	Respond to of 79150

Neil H., Brendan Watt, thanks for the SU posts. Considering SU with more focus, and given today's market sell off, I've decided to take a position in SU at this point (which I'm doing now). Fwiw, I also took a smaller start in REP. I realize I'm dancing with a lot of girls here, but imo, if oil continues its rise - it sure seems like demand is going to increase- , and if I hold on to the stocks as I plan to, overall it still should work out okay for me. Essentially, I'm just continuing to add more oil stocks to my own private specialized, oil "mutual fund": large caps, small caps, transportation, refining, etc. Continuing to make a bigger bet on oil than I have. Not really difficult to manage many small positions; they're up on Yahoo, so I can track them. For the written reports that I receive from companies in the sector, I'll likely at most just glance over 'em. Although I always acknowledge the postman for the extra work he has to do in bringing me all this paperwork -g-