> 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
> > discussion here on the topic. Thanks- Hide quoted text -

> - Show quoted text -