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Matti

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    Oil Porfolio Allocation

    in General Discussion

    Posted

    I've been sucked into commodity related companies too.

     

    - big 20 % position in Macro Enterprises. O&G service business, very very cheap

    - medium sized position in Altius Minerals

    - small position in Consol Energy, coattailing Einhorn

    - small position in Suncoke Energy, coattailing Picasso, thanks for the idea =)

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