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Post by harryx1 on Jul 23, 2015 10:49:23 GMT -5
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Post by joeypotsandpans on Jul 23, 2015 11:07:10 GMT -5
As opposed to AF, looks like he's a fan of Al's as he also lists EYES in the sweet 16, I think the one that surprised me the most was MHR, it was one a fund manager had mentioned to me over a year ago and with the decline in oil has been hammered...last time I looked they had a lot of leveraged debt so may have to revisit here while they are in the low 1's...he likes them as a play on natural gas. Any lift in the energy sector and they could have a decent return...his portfolio looks quite a bit contrarian as he lists the gold stock as well...I kinda like it, again why not when you consider 2 of the 16 are company's that Al owns  |
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