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

To: Paul Senior who wrote (35548)	10/2/2009 3:08:31 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

re Utilities Utilities. I am surprised how the many utility stocks I am following seem to rise and fall together in the past few days. The whole market is correlated with crude prices lately so I would not expect utilities to be an exception. So far the utility stocks I own have shown less volatility than most others. I am wondering who high the percentage of crude related stocks in your portfolio is? You seem very worried about your oil stocks. Care to elaborate? The tanker stocks that move the slick stuff are very weak lately. TNP might be a buy here, it's barely off it's lows. I am just not sure that tanker stocks will do well with all the capacity overhangs from the newbuilds.