Oil and Gas Producers/Commodities.

From Greg M

Lions and friends, our oil and gas producers have been literally KILLING IT… XOM, CVX, and DVN (currently I am only in DVN having pulled profits from the other two).

IMO despite the run up in oil and gas producers, there are more gains to be had, and I intend to buy more shares of DVN moving forward.

I also believe that commodities will continue higher. A while back I had suggested ticker PDBC which is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a combination of financial instruments that are economically linked to the world's most heavily traded commodities. (Commodities are assets that have tangible properties, such as oil, agricultural produce or raw metals). PDBC has also been a strong performer for us.

Just a heads up.

GM