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

To: Grantcw who wrote (40813)	12/27/2010 2:58:31 PM
From: Madharry	Respond to of 78753

im glad that you have an eye for value in the energy area. I consider myself incompetent to evaluate energy and rely on others, so what I own there shouldnt really matter to anyone else. for example i could not choose between gmxr and mhr one from eks the other from dale baker so i bought both. I bought rsx and sto because i think the country risk might add value in both cases. i think those currencies be stronger then the $ or euro going forward as well. all my energy names will be no bigger than 1-2% positions. and I would like to be at 15-25% of the portfolio when all is said and done.