Seeking Alpha
  • Chines33
    Like DVN on further dips will add. Also looking to readd ETP OXY SLB on summer dips. CMI on radar. Nat has blowup Quarter no over.
    5/2/12
    Reply (9)
    • Chines33: Now over*
      5/2/12
    • Chines33: Good mix of oils in that group too. All of these companies able to diversify oil and Nat Gas well
      5/2/12
    • Hillbilly Stock Star: XOM.....looks cheap too, imo.
      5/2/12
    • gdwigan: That was a great trade on SLB a few weeks back Chines. I'm heavily in a 1980 fav SPN though. I like their dry/liquid rig mix going fwd.
      5/2/12
    • gdwigan: SPN's positioning has been top notch with this. Bounced hard off a sub 24 low a week ago. Not saying Oil Services is out of the woods...
      5/2/12
    • gdwigan: But medium term I think the cream rises to the top.
      5/2/12
    • Bruce Whitaker: Well positioned to take advantage of ongoing distressed competitor acreage sales. Market sentiment on group earnings is the big unknown..
      5/2/12
    • Ocean Man: I bought COP on the dip today. It's 4.8% yield should provide downside protection.
      5/2/12
    • gcrain: Entry points on SLB and ETP ?
      5/3/12