Jim Rogers says oil working towards bottom

Jim Rogers recently said "We are going back one day, a couple of years from now, and say that in 2015, 2016, 2017 and maybe, even 2018, oil made its bottom.... I don't know what the absolute bottom will be, but oil reserves around the world continue to decline... But after it made its bottom, prices will go higher for a while."

I share the same view as Mr Rogers, and therefore my portfolio is heavy on oil and gas.

Here's my oil portfolio:

Stock
Price Bought
CJ Energy
34    USD
Enerplus
8.50 USD
Keppel Corp
6.40 SGD

My target is to keep these counters through the entire cycle of the next oil run. May consider taking profit in 2020?

Comments

Popular posts from this blog

The bear market looms