08-13-2015, 07:32 PM
(08-13-2015, 03:14 PM)EricL Wrote: I needed to sell something to free up funds to buy the new positions. I am already overweight oil and like XOM, OXY, CVX, COP, EOG, etc. more than I do BP.
All other things ( portfolio weighting, subjective preference, etc. ) being equal I view COP as much weaker than BP right now
Anywho ... I loaded up on more CMI today ... now a top 20 holding for me