Peak Oil

godoftrading · Dec 5, 2008

If you believe peak oil has been reached or only couple of years away at most, what stocks/industries would you be long and/or short right now? My choices are long solar, coal, oil services, independents and short airlines, cruise lines,trucking companies, chemical companies, refineries. Did I miss anything noteworthy? What are your favorite industries for short and long? and why? And hen would you enter?

BSD · Dec 5, 2008

godoftrading said:
If you believe peak oil has been reached or only couple of years away at most, what stocks/industries would you be long and/or short right now? My choices are long solar, coal, oil services, independents and short airlines, cruise lines,trucking companies, chemical companies, refineries. Did I miss anything noteworthy? What are your favorite industries for short and long? and why? And hen would you enter?

I don't do stocks but if I were to do a Buffett and look for a company with great prospects to buy then I'd go looking for anything from renewable energies that makes sense, eg bio-ethanol, hydrogen, etc, in addition to your mentioned solar power.

luckyd1976 · Dec 5, 2008

I wont get into Peak Oil theory or place a trade based off of it.

But as far as picks based on Oil.

I would play the Airlines on a LongTerm trading horizon. The airlines have been going through "right-sizing" their business models for the last two years and consolidating even at higher input cost thresholds. So LongTerm I would be bullish on Airlines.

Peak Oil

godoftrading

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BSD

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luckyd1976

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