RE:RE:Feeling Gun Shy Well said and I agree. I am all in too.
I have a full position here ARX is my largest holding right now and the easiest hold.
GLTY and all longs.
Trapped wrote: Nobody knows for sure but this run into Q4 and onwards feels like the real deal. Just some headwinds:
- Legacy hedges about to be cut in half
- Continued debt reduction. How long before it's gone altogether?
- Aggressive buybacks continuing (did you see September's?)
- WTI stabilizing and continued strong HH / NYMEX gas prices
- U.S. SPR relesases ending in November
- Upcoming heating season with supply challenges across the globe
- China reopening
- Russian output set for serious declines
- OPEC+ aggressively depending the price of oil
I'm all in, especially on well-run names with investment-grade balance sheets. Giddy up!
SideshowBob1 wrote: Anyone else seriously tempted to sell some shares here I mean it's the story of the last year. Nice run - CROTCH PUNCH. Nice run - CROTCH PUNCH. Never a boring moment at least. But I can't say I love getting repeatedly punched in the groin.