RE:RE:The old days of the "Nuttal Bump" Some are saying that we are in the early innings of a bull cycle in commodities which often happens in inflationary periods. Agreed as rates come down sidelined cash in money markets should find a safe home in a conservatively ran energy co such as ARX.
I took to the hills into US short term bond ETFs and BRK.B. A 'risk free' 5% yield is hard to ignore. Also pretty bearish on the CAD dollar.
Buying into ideas from the great investors, the goal of investing is to find opportunities NOT to be diversified and all you need in life is 2 or 3 great companies and you will do fine. Still wondering if ARX is one of those. It's such a tough business. And $65 oil and $2 gas are nothing to get excited about. You don't want to wake up and look in the mirror and see yourself screaming about 'bullish fundamentals' until you are blue in the face like old nutt dog. It's just not a fun way to live.