Seeking Alpha
  • Energysystems
    Thinking soon about a contrarian basket...BBL, MT, SCCO, FCX. Throw in some chem producers. Stuffs getting cheap for a long term outlook.
    11/23/11
    Reply (6)
    • Noreika: I'm looking forward to entering SCCO when it's a little lower. I think BBL is a Chines fav on here.
      11/23/11
    • Ocean Man: Check out LYB - very cheap after ex-div drop.
      11/23/11
    • vinyal: Oil has already corrected a bit. I would wait for a bounce to short it unless you are already short
      11/23/11
    • Energysystems: I went short on oil last week. flipped into DTO and made some scratch.
      11/23/11
    • Energysystems: Definitely thinking of LYB, especially since they've cleared up that balance sheet, hopefully in the 25-28$ range I can get in a position.
      11/23/11
    • Energysystems: Plus, you can't knock out-yielding the 30 year by a wide margin.
      11/23/11