We’re Clearing the Decks
In this issue
We’re putting our own stamp on this portfolio by kicking out 16 holdover holdings that no longer meet our investment critieria. Below, we explain our reasons and philosophy, drawing lessons about risk tolerance and the importance of having the discipline to sell. Chief Investment Strategist Robert Rapier also delves into the risks posed by royalty trusts, as recently exemplified by the SandRidge Mississippian II (NYSE: SDR). Nevertheless, we remain bullish on energy stocks. Look for our best new ideas in the next issue.
We’re putting our own stamp on this portfolio by kicking out 16 holdover holdings that no longer meet our investment critieria. Below, we explain our reasons and philosophy, drawing lessons about risk tolerance and the importance of having the discipline to sell. Chief Investment Strategist Robert Rapier also delves into the risks posed by royalty trusts, as recently exemplified by the SandRidge Mississippian II (NYSE: SDR). Nevertheless, we remain bullish on energy stocks. Look for our best new ideas in the next issue.
Stock Talk
Myron Ettus
Do you intend to cover Canadian energy prospects? If you leave it to Canadian Edge (discontinued because of dissatisfaction), I will not be getting a complete story about some of my investments and future prospects, and you will be limiting the scope of your endeavor. Should this be the case, I might be better off to enroll in Elliot Gue’s new undertaking which promises more complete coverage. Your answer is vital to my continued participation.
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