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


To: Paul Senior who wrote (30660)4/14/2008 6:38:26 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78687
 
If I could, I would probably switch out of all refining plays I have. Unfortunately, the non-refining energy plays are running up now and the value of switching is diminishing. PBR jumped today, APA etc. running for a week, SU same thing. So I hold COP, TOT, PTR and unnamed companies in IGE and just shake my head at their refining troubles. Shoulda, coulda gotten out.



To: Paul Senior who wrote (30660)4/15/2008 4:15:19 PM
From: Tapcon  Respond to of 78687
 
Joined you today in GLS. Looks like today was capitulation. Almost 4x average volume with a complete turnaround in the afternoon. May be jumping the gun a little. Will feel much more comfortable if GLS opens and closes above today's close.



To: Paul Senior who wrote (30660)5/8/2008 11:38:00 AM
From: Paul Senior  Read Replies (1) | Respond to of 78687
 
Adding to positions [t]GE[/t] [t]WTR[/t] [t]NDN[/t]

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I continue to cut back on refiners as they fall (ouch). Averaging up a little on PBEGF.

petrobank.com