question; if you don't like the refining exposure and you don't think they can create value from that set of assets, why do you, or would you, own CVE?
and not to single out Mike; everyone has an opinion and a right to espouse, but in parsing lots of negative posts about commodities or corp's, I would assume that posters would be seriously shorting the shit out of some of these co's that they harp about. but I don't get that sense, it is more more about the preaching.
I am a structural bull and a seriously lousy trader; always early but look at the the long term fundamentals ( of what I believe will happen); I buy what I believe in. sometimes wrong, never in doubt.