Delphi Energy Corp. DPGYF

Nutall solid but needs reality check

[Myrtlesman]

Nutall's top three picks got hammered for about 40% each over the course of the last year.  I understand his fund is doing well, but that said, how could it be given that one might commit more cash to those equities that one thinks are breakouts?  Breakdowns is more like it.  I like to hear him talk fundamentals, and there might be no one better in the O&G industry with his finger on the pulse.  That said, as we all know, for the past few years Mr. Market has been a contrary cuss, ignoring traditional metrics and just reacting to whatever perceived macro news is being  generated/hocked by the media/politicians.  Short sided money grabbers like Romney and blowhards like Gingrich in DC add to the mix.  It gives one a sense of security to do the DD, but one has to be mindful of the news.   O&G has some potential in this environment as the screws get tightened on Iran and they restart posturing about closing the Strait of Hormuz.   GLTA!