Amanecer Inc <amanecer...@gmail.com>

The integrated oils (XOM, CVX, COP) look cheap here with oil trading
above $65. My view is that they are being held down by the hedged
short Integrated/long Oil Service  trade which is due for an unwind
now and should take the Integrateds higher by 20-25% from here.

Any one else with a different view? Looking to stimulate some
discussion here on the topic. Thanks