Musings from the Oil Patch March 21st 2019
Comment of the Day

March 22 2019

Commentary by Eoin Treacy

Musings from the Oil Patch March 21st 2019

Thanks to subscriber for this edition of Allen Brooks’ ever interesting report. Here is a section:

Eoin Treacy's view

It stands to reason that by excluding a sector for reasons other than what might be considered strictly financial it increases the potential for that sector to outperform later. By flushing out holders selling for what they perceive as ethical reasons, it returns the price to a value stage where the potential for future outperformance is bolstered.

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