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

To: E_K_S who wrote (40948)	1/5/2011 10:34:20 PM
From: Jurgis Bekepuris	Respond to of 78594

E_K_S, I buy pretty much E&Ps with some major/supermajors and a few deepwater drillers that I thought were a good investment. I am not so sure now that I like deepwater drillers, but I still hold ATW, NE, DO (and L, DO's parent). In E&Ps I hold COPJF, DRAGF, very little CLLZF, GPOR, GEOI, GTE, IACAF, PBEGF, PMGLF, very little STPJF In somewhat-majors I have NXY, in supermajors E and TOT. I have not really invested into energy infrastructure companies. I am not an expert in them and I did not find something I lived so much as to get into it. Very few of these holdings are still in buy zone (E, TOT, NXY, PMGLF maybe...). Most are either holds or sells IMHO.