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

To: Grantcw who wrote (39765)	10/21/2010 1:08:31 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78572

In addition to companies mentioned in my previous post, I also hold BSIC, COPJF, CLLZF, DRAGF, IACAF, STPJF, ATW/DO/NE/RIG. None of these are screaming buys either. If I had to buy, I'd probably buy NXY. Since I don't have to buy, I'm not buying. ;) Supermajors are not getting any love since 2008. Not sure if it's market aversion from companies that will have hard time replacing reserves or aversion from non-E&P part of the business. That's why I have only small position in E and not buying E/TOT.