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

To: Jurgis Bekepuris who wrote (40907)	2/2/2011 2:38:02 PM
From: E_K_S	Read Replies (1) \| Respond to of 78719

Hi Jurgis - Peeled off a few shares of COP as oil approaches $100/barrel. On the last cycle up in oil, I had some expensive COP shares which I finally have a small profit in (bought in 1/2008). Picked up close to a full position in Penn Virginia GP Holdings, L.P. (NYSE: PVG ). Will put future proceeds into PVG/PVA or similar domestic natural resource companies. I am focusing on several of the mid-cap domestic oil companies or other large utilities with E&P divisions (eg MDU). I still have exposure in XOM, CVX & COP at much lower prices which I will hold. I plan to sell just my high priced shares as oil moves higher. EKS