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

To: Jurgis Bekepuris who wrote (41536)	2/28/2011 4:38:51 PM
From: Grantcw	Read Replies (1) \| Respond to of 78596

Hello Jurgis, Yes, good point about diversification. If I wasn't at a 5% position, I wouldn't care too much either. It's amazing how much I watch and think about the companies I own at that level. My rough research (and maybe I'm wrong) has E with 10%+ of output in Libya but TOT at maybe 2%. I made the switch today of E into DKA, but I kept my TOT. A bit off-topic, but I added to NXY recently as you did (though I think you got a better price!). I'm enjoying that it seems to be pushing a 52-week and multi-year high these days. I've got to think at these oil prices it has some room to move higher, but we'll see what the market says. I saw an analyst today on CNBC talking about GILD, which is one of your holdings. Low p/e and serious growth prospects over the next 5 years? Hasn't made a run at all really. Still a stock you like as value-play? Any worries about pipeline here? Thanks, Grant