RE:RE:RE:Got Gabora wrote:
You should sell some and go on a well deserved holiday.
GLE
Don't know if I deserve a holiday quite yet. After first buy around $12 what, 3 or 4 years ago, I am a few pennies/share above break even. OVV, BTE, and SU in the portfolio too. Lifetime oil and gas is now about break even with current portfolio losses about balanced with gains booked in years past. For me the interesting fact is that the sector is still valued at 1/10th the peak circa 2014, even after the 3X or 4X since March last year. I think in a few years, circa March 2020 oil and gas will be in hindsight the investment opportunity of a lifetime.