Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (56595)	1/7/2016 12:20:56 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

I will wait a bit how this shakes out in the energy market - something has to give. Almost no E&P makes money at current prices in the US. Sold my rather large position in ETP two days ago at a small loss - got lucky ,I think. I own healthy positions in BWP, SE, EEQ , TLP and OKE and ATW bonds and that is as much exposure as I can tolerate right now.

To: Jurgis Bekepuris who wrote (56595)	1/13/2016 5:49:31 PM
From: Graham Osborn	Read Replies (1) \| Respond to of 78753

There will come a time when the E&Ps show nice support the way they started to do in Q1 2015. People were so badly hurt they didn't even want to think about oil. The next round of speculators jumped in. Once they too are so badly hurt these stocks are just roll over and die I'll consider. Just my strategy (apart from the occasional point-and-click idiot trade).. whatever works for you. If the Saudis float pieces of Aramco that could easily double the float of liquid energy shares in those businesses. Same dynamic with the China tech IPOs and bubble bursting. One thing I have been finding in the energy sector is M&A speculation does not pay. When your collateral is eroding it's very hard to sit tight and just churns my portfolio. I'd rather treat these stocks as crude derivatives.