I totally agree with everything you said. Check out my first blog entitled "Peak Oil Investing Mach 2 – Part 1- The Sixth Sense" - I think that you will find it along your line of thought. Let me know what you think of it.
Energy Stocks Are Too Cheap to Ignore - Barron's [View article]
Totally agree - there will be more downside and sideways consolidation but peak oil is their ticket to the profitmania Drill,drill,drill and buy, buy, buy these stocks - all that you mentioned and Petrobank too.
Consolidation Is in the Air [View article]
Energy Stocks Are Too Cheap to Ignore - Barron's [View article]