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

To: Paul Senior who wrote (21399)5/31/2005 11:37:26 PM
From: Spekulatius  Read Replies (1) | Respond to of 78572
 
re Oil and Energy stocks - Grommit's call to move 40% of his assets into oil sands it's pretty gutsy and certainly not a value call. he could be right that this time is different (and then he will look like a hero). I have reduced my oil stock position over the last few month but I am wary of the inflation that higher energy prices may induce and which certainly may hurt many of the stocks i am owning right now , finance stocks in particular.



To: Paul Senior who wrote (21399)6/15/2005 12:33:56 AM
From: Spekulatius  Read Replies (1) | Respond to of 78572
 
re PCZ - i sold my position in PCZ for LT gains. I am completely out of energy and oil stocks now. Grommit may be right with Peak Oil. However , for my taste, this theory has gone too mainstream and may already be reflected in the prices for oils stocks. Even with peak Oil, i think we are likely to see lower oils prices somewhere down the road.


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