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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: JimisJim who wrote (198748)	3/7/2019 9:35:27 AM
From: robert b furman	Read Replies (3) \| Respond to of 206184

HI Jimi, Now that's a post I can trade on! I sold all my F and turned it into XOM late last year. Pretty much wiped ouot my best year - but I'm loving the swap and no tax bill due while holding a loser. I like CVX and their inexpensive Permian play. XOM dipped below 70 and I jumped on it. Would love to fill out my position and then move onto CVX,but they are richly priced. Will look into OXY and have a close friend who agrees with your BP viewpoint. I have a very full position in KMI now and am close to break even with their recent runup guessing people are taking a position before they announce the increase in the dividend rate. I have also filled out a full position in ESV. If and when deep sea drilling catches on (which mgt says is gaining traction). With Rowan and Atwood now combined they should be able to go antwhere and do anything. I also have a hard time saying it but I've managed to get diversified into the energy sector and quite pleased to have done it during this downturn. I'd be remiss if I didn't thank you and iso for great background help. The power of SI! All my position are B&H LT / DGI investments. Bob