(08-03-2022, 10:38 AM)Mr1share Wrote: Added DVN, TGT and CB as wellEventually yes. I am too fat oil and looking for an exit. They can't draw from the SPR forever. By end of year reality will set in that 2023 is going to look similar at the pump. Could be an oil dip in the meantime. Hey we all need a thesis and that is mine. $125 oil isn't happening in 2022.
I still think oil heads to $125 and is still the best growth in the market. Market is way over bought now. Oil is not....
DVN just raised it's dividend to $1.55. This is easily an $80+ stock
Trimmed some PEP and DUK
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What I Am Buying Today.
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