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

To: Difco who wrote (44270)	9/8/2011 9:02:41 AM
From: Mr.Gogo	Respond to of 78627

Prem Watsa is betting on deflation: theglobeandmail.com

To: Difco who wrote (44270)	10/20/2011 5:43:54 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78627

Refineries: Stepped up for a bit more Valero, VLO. Initiated a small buy of Marathon Petroleum, MPC (big in asphalt refining). As I learn more about MPC and depending on stock price, I will add to position. Its refineries in midwest seem to be set to capture a portion of the oil sands/oil shale business. It's also geographically diverse, has pipelines and barge operations, owns the 4th largest US gas/convenience store chain. from clownbuck: Message 27469606 marathonpetroleum.com finance.yahoo.com