I go in and out of oil stocks, based on the price of oil per bbl. Sold most of my stuff when oil hit 100. At that time, I sold my PBKEF at 15+, now 10.87. Also sold my TPLM at over 7, sold a little too soon.
But look at the YTD charts of these 2. They are both very compelling for a turn around.
Oil could go lower if these were normal times, and slowing economic issues were the dominant theme. But the dominant theme is WW unrest.
I got back into KOG last nite, it's my safe play. Will add the other 2 today.
On PBKEF, it's a Canadian company drilling in the Canadian Bakken, mostly trades on the TO exchange, the pinks are what trades here, I shd look into buying PBN.TO, but PBKEF has been very, very good to me. Relative to KOG, it's bigger, but not growing as fast. Just FYI.