Oil Heavy

Description:

Stocks that I think will outperform the S&P index over the next few years. They are pretty much value plays, and I have a point of view. I believe that oil prices will continue to increase because demand from India and China will outstrip production capacity, and the national oil companies in Mexico, Venezuela, and Russia will underinvest.
Alternative fuels and LNG will highlight just how much more valuable oil and gas are, and they will not add enough supply to make a difference in my investment time horizon.

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