关于油，偶ZT一段

Another interesting overweight is a 13% allocation to the Energy Select SPDR 

(XLE), which is significantly higher than the 9% weighting in the S&P 500. 

If youóre looking for next monthós darling, energy isn't going to float 

your boat. With the global price of oil down to the low $80s and global 

demand looking iffy, there's no huge catalyst for energy in the very short 

term. But itós the screaming value play for patient investors. The three 

largest holdings in this energy ETF are Exxon Mobil (XOM), Chevron (CVX) 

and Schlumberger (SLB).

But unless you have a doomsday outlook for oil -- and that must include 

a doomsday outlook for global economics -- oil is back to its price coming 

out of the recession. 

Maybe U.S. production keeps the rebound below previous highs, but thereós 

still a lot of room to move up. And Chevron looks especially interesting, 

with a near 4% dividend yield and a valuation that looks pretty cheap in 

absolute terms, not just relative: 

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• baba牛 -eyewear- ♂ (0 bytes) () 10/23/2014 postreply 08:13:11

• ddd.! -多歌- ♂ (0 bytes) () 10/23/2014 postreply 08:29:04