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Welcome to the board. I see that you joined back in July and have made a couple comments since then. We need new folks like yourself to share what they are thinking and doing. There are many thoughts on the board with portfolios of different styles, syngeries and goals. Some of would be classified as buy and hold long term investors while others center their portfolios around a trading style of investing.
I too, think engery is a good contrarian play as I am carrying a 2% overweight above what the S&P 500 Index weighting is.