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

To: Spekulatius who wrote (31785)	8/17/2008 11:31:02 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78710

BP - He sold BP on July 9 or so, which was a great call looking back. ;) What do you think about E? I think I liked it best from the supermajors. Personally, I would probably buy TLM and OXY here, but then I am sure that oil prices will go back up (or at least not down) and I am not really interested in supermajors with huge refining operations. I hold some TOT, COP and E though. I hold some SU too. And with my large exposure to energy, I am waiting for much more drops before adding.

To: Spekulatius who wrote (31785)	8/17/2008 5:26:02 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78710

Oil integrateds. Yes, shoulda/coulda/dint sell all oil/gas at the BP sale. BP just seems to continue to have one major headline problem after another, so I sold it. The stock prices this year all seem to be strongly correlated: finance.yahoo.com So maybe buying (or selling) any now will give the same results. I'm buying more XOM. Have an order in for a little more tomorrow. XOM at 12-mo low, d/e very low, 10% ($7.60) of the stock in cash. Dividend is nowhere near as good as some others (BP/E), but it gets increased every year. (I hold a few shares of [t]BPT[/t]in a Roth account where I presume I won't have to deal with tax issues relating to a royalty trust. As regards other stocks: I'm out now of RDS-B. (have no A shares either) COP - holding a full position TOT- have a position, may add more. PCZ- have a position. Have added at higher prices than current SU- holding an overweight position. (Not a buyer at current price.) E - holding a few shares. Should I be concerned about its Russia/Georgia business? CVX, OXY holding all shares. Have several- most- others - SSL, STO, MRO, McDep's, Brazilian, etc. TLM- I'm adding more