Companies Whose Stocks Should Benefit From Excess Savings

Description:

On the "Hedge Against Every Risk With One Holding" portfolio (link: http://www.stockpickr.com/port/Hedge-Against-Every-Risk-The-U-S-Could-Face-With-1-Holding/), I stated how you could purchase oil drillers/exploration firms to hedge against a variety of U.S. risks, including dollar depreciation, negative affects of the U.S. current account deficit, etc...

However, when will those oil firms building up excess savings (and thus boosting the stock market/making the U.S. current account deficit worse) finally begin to spend their considerable amounts of free cash flow?

I guess what I'm trying to ask is: how can we most directly benefit from excess petrodollar savings until they finally do start spending a considerable amount of their excess free cash flow (heck, even when they start spending more, they still could have loads of free cash flow)?

Well, here are foreign oil companies that have been primary beneficiaries of rising oil prices - and whose stocks should have benefited greatly from recent excess savings.

Note that I am only adding those oil companies that would add to the deficit. In other words, I am only including foreign oil companies.

By: Matthew
SymbolStart PriceReturn Value
CEO$86.7991.74%
SNP$89.261.36%
PBR$102.40-86.32%
FOJCF.PK$30.00Symbol No Longer Exists
OGZPY.PK$40.15Symbol No Longer Exists
STO$28.213.44%
PTR$114.98-1.57%
BP$67.72-27.82%
COP$70.046.75%
E$66.77-22.27%
PCZ$44.50Symbol No Longer Exists
RDS-B$71.44Symbol No Longer Exists
TOT$74.34-8.42%
BTE$19.19119.85%
BRG$72.74-79.85%
BHP$48.9245.44%
NCEPF.PK$31.50Symbol No Longer Exists
CNQ$60.44-32.76%
ECA$53.50-56.28%
FXEN$8.69-45.34%
IE.TO$2.26Symbol No Longer Exists
HSE.TO$85.13Symbol No Longer Exists
LUKOF.PK$31.25Symbol No Longer Exists
MSAOF.PK$0.11Symbol No Longer Exists
OMVJF.PK$63.8042Symbol No Longer Exists
POU.TO$24.33Symbol No Longer Exists
PWT-UN.TO$33.60Symbol No Longer Exists
PMOIY.PK$24.16Symbol No Longer Exists
RMNRF.PK$0.32Symbol No Longer Exists
REP$33.38Symbol No Longer Exists
SRCSF.PK$4.65Symbol No Longer Exists
TLM$19.34-43.69%
TAPOF.PK$0.12Symbol No Longer Exists
TUWLY.PK$50.00Symbol No Longer Exists
VETMF.PK$31.2457Symbol No Longer Exists
NHY$34.77Symbol No Longer Exists
BF$122.70Symbol No Longer Exists
Symbols Deleted Since Tracking Began
NXY$60.47-54.67%

Average Return: -8.48%

Success Rate: 37.50%

Tracking Started: 04-29-2007

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