Replies to post #111 on Select Sands Corp. (SLSDF)

[norweger1979]

Agree, the big US bank stocks move should be completed but they should continue to perform in lockstep with improving US economy. In addition bank stock buybacks & raised dividends will support good performance, IMO.

There should be a shift from US Banks to European peers and I have accumulated positions in UBS, CS, DB, CRZBY, JBAXY, SAN to capture the "shift" in interest rate expectations in Europe.

Small US banks continue to perform well and there are numerous well run small community banks that represent good value long term plays e.g., OXBC, SLRK, BAYK, CZBS, and many others

Congratulations on your FOFN position again!

Oil Service is about scale and contracts, SEMG is my horse in this race along with the "toll collectors" ETE, EPD (solid distributions & growth)...

Then again, when the world will come to an end again and another crisis in the markets occurs... always good to own some physical metals or at least some miners

good luck and thank you for all your shared DD