Oil < $50 a Barrel. The Dirty Spekulant thread

[AtW]

Well this thread has been nicely derailed, I wonder if we'll ever find out what scooterscot's Master Plan is?

Garbage collection business in a local park.

[scooterscot]

Well this thread has been nicely derailed, I wonder if we'll ever find out what scooterscot's Master Plan is?

Personally I think he's investing in companies that specialise in liquidating the assets of all the other companies that are going to go bust as a result of rapid deflation and falling prices.

My spread is across a number of exchanges, but I do have a wod of Scooter mini's school funds sitting on the wave with which I except the swell to occur. But it's no master plan, more long-term.

[scooterscot]

Garbage collection business in a local park.

That's rubbish.

[jamesbrown]

Airlines, consumer discretionary, couriers, manufacturers with high input costs. It isn't rocket science. However, I'd be going with US plays due to overall market conditions and dollar strength. With such a high proportion of oil/gas/miners, the FTSE is likely to continue to stagnate and that will impact all sectors to some degree. Of course, all bets are off if these declines foretell a broader global slowdown.

[lukemg]

Seems pretty straight forward, why would you buy Fracked oil at $90 if you can get "normal oil" at $40.

But if for some reason it does not, the price will continue to fall and places like Russia and Qatar have real problems.

No - the market decides the price, its the cost of production you are thinking about

[lukemg]

Ok, forget whats going to do this or that. Anything you think of will already be priced in by the market way way ahead of you.
By now, it's what is known as the 'stupid money' being chucked at various things as a reaction.

As far as the oil price is concerned, some suppliers could be squeezed out but others will return if the price edges back up.
OPEC control about 40% of the market, they can cut supply any time they want to, I wouldn't be betting the farm on this political football.
I believe the reality is a boost across most economies but concern over deflationary pressure.

Me - Stick to global diversification, try not to worry about BP or russian index fund and consider taking a position in RDSB (Shell) if the price lurches down much more.
This is a short-term (12-24 months) influence, many mistakes are made from extrapolating blips far into the future.

[DodgyAgent]

IT Contractors?

[DodgyAgent]

My spread is across a number of exchanges, but I do have a wod of Scooter mini's school funds sitting on the wave with which I except the swell to occur. But it's no master plan, more long-term.

You planning on living to 200 then?

[MarillionFan]

Airlines, consumer discretionary, couriers, manufacturers with high input costs. It isn't rocket science. However, I'd be going with US plays due to overall market conditions and dollar strength. With such a high proportion of oil/gas/miners, the FTSE is likely to continue to stagnate and that will impact all sectors to some degree. Of course, all bets are off if these declines foretell a broader global slowdown.

This thread is very light on any actual detail. I assume that most of you have fook all of who in these industries would be the best winners let alone who is actually in them.

[jamesbrown]

This thread is very light on any actual detail. I assume that most of you have fook all of who in these industries would be the best winners let alone who is actually in them.

Sectors are enough, but if you want individual stocks, try UPS, Mastercard or American Express, Footlocker, GM (or pretty much any automaker with a good range of SUVs). YMMV.