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

To: Grommit who wrote (20787)	3/3/2005 12:33:27 PM
From: Paul Senior	Respond to of 78602

Grommit, couple sectors like housing and oil/gas seem pricey to me. (stock prices vs. current balance sheet numbers). So stock prices going forward may depend heavily on companies seeing increasing or sustained demand for the product. I'd say for housing, that might be iffy; for me I can't conclude that exiting stock positions in this sector is early or not. Time will tell though. -------- Several here apparently like CNQ as an oil sands play. So for me who is considering upping my bet in this area, I'll now consider starting CNQ rather than adding more SU. Both stocks should participate similarly (although perhaps not equally)if the sector grows. Diversifying reduces the business risk of having shares of just one company.