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thomas728 » Comments » BP

  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren
    Sep 10 07:06 am |Rating: 0 0 |Link to Comment
  • Energy Stocks Are Too Cheap to Ignore - Barron's [View article]
    CPST1

    And I would hope the lessened use of gasoline would continue.

    Now however, we are entering the crack to Home Heating # 2.

    My first thought is a pipedream as usage of gasoline and diesel
    will return to numbers more indicitive of seasonal use.Sure,
    less gasoline in the winter and increasing demand as vacation
    time approaches next spring.......people will get tired of "staycations",
    indusrial demand here and offshore will not diminish,and while
    other factors helped lead to this spring and summer's rise
    (hedging for one) crude will find a real level....no bubble
    environment......and off we go.

    I don't give a damn about consensus this arena is one for common
    sense.As in that light some will be right some wrong.

    I tend to favor the ETFs but in any case the P:Es out there are
    preposterous and as such I must have oil in any balanced
    portfolio.

    Good trading or in the case of oil good buy and hold...wow
    what yields !!!!!!!!!

    Tom
    Aug 13 11:22 am |Rating: 0 0 |Link to Comment
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