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

To: Paul Senior who wrote (55846)	8/14/2015 7:09:31 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78671

Re oil stocks - are you heavily weighted in oil stocks that you feel the need to sell out? I am just wondering determine about the rationale here. I was really underweighted energy and have been easing into positions. I also have second thoughts, but I think crude could snap back quickly. There is also the potential for sharp rallies, even in a bear market. Sentiment is as bad as I have seen it, almost like early 2009 in this particular sector. I don't think that E&P's are value stocks based on where crude currently trades though, I agree with you in that.