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

To: Spekulatius who wrote (37139)3/29/2010 12:45:37 AM
From: Jurgis Bekepuris  Respond to of 78602
 
Just to clarify my position, I prefer not to buy anything that includes refineries and similar businesses. So, no MRO, CVX, TOT, E, XOM. Part of the reason I got rid of SU. Still own small position in PBR and largish in OXY, but unlikely to add either of them.

Also avoiding gassy cos, prefer to have >70% in oil. IACAF is an exception.



To: Spekulatius who wrote (37139)3/29/2010 10:10:37 AM
From: Grantcw  Respond to of 78602
 
Thanks for the ideas, Spekulatius. I will do some more research and let you know if I have questions. I always appreciate ideas.

Thank you,

cw


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