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Re: What's wrong with PXT and GPRK? in a rallying sector there's no need for what many see as a reach that's where I part ways with the many. Why would I chase a leveraged high cost producer in North America that needs $50 or $60 crude to keep the bankers from the door when I can own a PXT with a fortress B/S that can generate CF and decent returns in almost any scenario? Especially if don't have to pay a premium. The world is an uncertain and volatile place and volatility cuts both ways. |
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Msg # | Subject | Author | Recs | Date Posted |
13776 | Re: What's wrong with PXT and GPRK? | rfk | 1 | 9/24/2021 10:36:01 PM |