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

To: Grantcw who wrote (40316)	11/30/2010 1:46:41 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78470

re TOT, E - yes these companies are cheap but they are unloved for the reasons Jurgis noted, although I have a hard time seeing why they apply to European integrated only and not to NA counterparts. It seems to me that the European market issues may have to do with the share price weakness of those integrated oil companies. Ironically, these companies should be largely immune to European debt or Euro issues. I think it's a buying opportunity.