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

To: Madharry who wrote (74833)	1/9/2024 3:11:51 PM
From: Harshu Vyas	Read Replies (3) \| Respond to of 78476

I purchased some xom for the first time to get more energy in my portfolio. Out of interest, why XOM as opposed to CVX or even some of the smaller oil companies? I like XOM's assets but I can't get over their management and strategy. All they care about is drilling and producing oil. No conservatism or care for shareholders. It's like Darren Woods didn't learn the lessons from the 2010s. Even if you don't think oil prices go up considerably, you have to consider the downside that may come from a glut (unlikely, but still possible). Imo, the best way to look at oil companies is to focus on their real returns to shareholders* and not their production levels etc. I think DVN and OXY have good management teams - there are a few others that I can't fully recall (will have to look at my notes). CRGY also was worth looking at. Shame they don't really fit in my portfolio currently. I do like oil and will continue to spectate. OT - Here's an interesting article I thought about after reading your Stephanie Link comments. I will refrain from reaching a conclusion. ;-) The alpha of ugliness (ft.com) (FWIW, if you don't have the FT (I get it for free from uni), I do recommend it. Just as good as the WSJ, but I don't think you need both.) Best, Harsh Vyas *Not usually a fan of TSR but it can be useful if applied correctly here (I think, anyway). EDITED - will include the sources from the article if anyone's interested. SSRN-id4322134-301bec51-74ff-4c81-9f93-f04d750b901d.pdf (d1e00ek4ebabms.cloudfront.net) Is beauty skin deep? - ScienceDirect Trust and Investment Management: The Effects of Manager Trustworthiness on Hedge Fund Investments by Ankur Pareek, Roy Zuckerman :: SSRN SSRN-id4322134-301bec51-74ff-4c81-9f93-f04d750b901d.pdf (d1e00ek4ebabms.cloudfront.net) Analysts’ Beauty and Performance by Ying Cao, Feng Guan, Zengquan Li, Yong George Yang :: SSRN Face Value: Trait Impressions, Performance Characteristics, and Market Outcomes for Financial Analysts - PENG - 2022 - Journal of Accounting Research - Wiley Online Library Conclusion - humans are shallow.

To: Madharry who wrote (74833)	1/9/2024 4:43:50 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

Madharry. I'm holding on to my in-the-red tracking position of DSW (stock symbol DBI). On my last few visits I've not been able to find any men's items there that attract me . Store has mostly women shoppers it appears. finance.yahoo.com I've got more than enough oil stocks. My focus now in oil remains on oil service, especially related to deep water drilling. I moved from a tracking position in DRQ to a small position today as stock fell. finance.yahoo.com Company has a pretty good balance sheet with no ltd. I believe DRQ, others to be a 2025 story. I prepare. Also added a tad to TDW. For pin money, I'll go for a few shares of possible value trap ICD here. finance.yahoo.com Other stocks buys: Uranium spot market prices continue to move up. I continue to add to my uranium basket, e.g. stepping up for a bit more SRUUF. finance.yahoo.com ADM has been falling. I add a little more shares. finance.yahoo.com I like WIRE discussed here previously. Decided I want to increase my very small position and added a few shares today. finance.yahoo.com ======= TM looks like it might be a buy. I believe they are the leaders with their hybrid vehicles. They like that technology better than just EV's, I've read. Right now, I still prefer the auto retailers, and I'm looking to add more ABG. finance.yahoo.com