I like GSF better because of valuation, but it's unloved..

Hey, I have a small position as a "call option" to a buyout.. They have a good back order of contracts. This is also a PE undervaluation play... But it has always been undervalued. why? They should sell the shop at 20 times earnings..

I sold COP way too early, I'm back in for the same reasons as GSF.. Do I have too much oil exposure? YES... But every day oil goes down I have many friends to bring it back up: Iran, Nigeria, Venezuela, Turkey and the cyclones... So I buy oil stocks on dips and sell on highs (when one of my friends does something bad).. I use undervalued plays to reduce my risk.. You need a lot of guts to buy a stock down 5% because of the underlying commodity.. Have faith in Oil, have faith in dubuya's legacy..

9 times earnings? you gotta be kiddin' me.. I will sell at 300$... Private equity play...

undervalued.. Cowen downgraded shares of Lockheed ... WHO? The same dummy analysts that told me to buy DDS this year? Goldcorp? Go home analysts.. It's all about PE.

undervalued.. I love news like this: Northrop Wins $2.4 Bln Amphibious Ship Contract-US... Over and over.. Ya.. Sure.. 17.3 PE...

just trust me... long term.. amazing wealth management business... baby bommer play... hold 18 months... Canadians getting very rich from oil..

good mutual fund business. baby bommer play... hold 18 months...