Unconventional Oil

[trosh1]

I've been adding CLL over the last few weeks. I like them long term (my forst choice), or to a buyout. Also like the way they are doing things. Even thought of lightening up on PBG to add more but decided I didn't want to get rid of any of it either.

So many choices, not enough money.

However, did get rid of ECA in favor of adding to UPL, EPEX and EOG. Not liking ECA'a long term positioning. Think they may be a disappointment down the road.

Come to think of it, I'm hearing a lot of scuttlebutt about upcoming pressure on the big oils to buy oil sands reserves. Might be interesting.


Best
Terry