SI
SI
discoversearch

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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: fedhead who wrote (29939)7/31/2006 9:39:26 PM
From: Lizzie Tudor  Respond to of 57684
 
I don't know Anindo. For some reason energy companies just can't move like tech stocks. Look at most of those stocks you list, certainly they all had a good day TODAY but most of them have only tripled, AT MOST over 3 plus years, if even that.

Tech stocks on the other hand go up 10-fold when they do. Bob's pick BWNG was at 3.8 about a year ago and peaked at 16 one year later. IT has fallen back now but that kind of leverage seems impossible in other sectors.

I think its because energy companies generate almost no FCF.

But anyway we all make our own choices, if you can make more in energy- go for it.



To: fedhead who wrote (29939)8/2/2006 12:00:02 PM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
S&P 500 breaking out