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From: Emerson290 <shanem.l...@gmail.com>
Date: Tue, 30 Jun 2009 22:31:42 -0700 (PDT)
Local: Wed, Jul 1 2009 1:31 am
Subject: Re: Cheap Integrateds
I may be more simple minded, but I think their cheap and being held
down because people just don't trust the oil rally. Another quarter with oil in this range and the integrated, oil field service, and E&Ps will all start heading higher. Of course, for oil to remain at these levels earnings season has to go fairly well. If it doesn't I think this rally might turn around. Long term though oil stocks do look cheap. On Jun 30, 11:28 am, Amanecer Inc <amanecer...@gmail.com> wrote:
> 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
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