Peter Linder

@cdnenerg @favunc42052634 WTF are you talking about?

@favunc42052634 @RealPeterLinder Right. So your explanation is an Epstein apocalypse cult using chemical weapons and bombing schoolgirls. Totally grounded in reality.

Happily still sitting mostly in cash. I did buy a few shares of $WCP and $SDE. I expect some kind of peace deal to be announced shortly. As well I am concerned that many US investors will be big sellers of oil stocks when the US stock markets open tomorrow. Be cautious now.

@BlueHavenUSA Someone tell this guy the Canadian markets are open and I am solely (as always) only referring to Canadian oil stocks.

@RealPeterLinder Somebody tell this guy the markets are closed today in the IS so his heads up tips are useless

Last warning of the day and I am not trying to be fear mongering but tomorrow will likely be worse for oil stocks. Again, just my opinion.

@DanielMCharter @mhimelson It is what it is.

@RealPeterLinder @mhimelson 7% down because of a tweet.

@garciassphere @mhimelson Somehow I wouldn’t call it sellers’ remorse selling my oil names last Friday close to 10% above their current prices.

@mhimelson @RealPeterLinder Sellers remorse for a decade

@PhilipDayUK Short term sentiments are not fundamentals. Check the share prices of your oil stocks if WTI falls to $80. It won’t be pretty.

@RealPeterLinder When you say fundamentals... Do you mean short term sentiment driven by fake deal headlines? That's a real signal, but should we call it fundamentals? I would say long term floor of (conservatively) $80, and it's implications for FCF, EPS, etc are the fundamentals

I am regularly accused of flip flopping with my aggressive calls. Nevertheless if I see a good reason(s) to go from buy to sell, it’s because oil fundamentals have changed (in my opinion) so why be quiet, which would not bring on all the criticism. I do enjoy being an enigma.

I remain shocked at the responses I get, all excuses for holding on. And now seeing their oil stocks being significantly driven down. I sold all; I suggested only sell some (25% - 40% on Friday. Maybe it’s me but I do not like sell offs, being very heavily weighted to oil stocks.

@andrewsun_83 Nothing better than averaging down except selling and buying back at lower prices.

@RealPeterLinder I took advantage of today's lower oil price and added to my long oil positions in both Canadian oil co shares and WTI futures

I still can’t comprehend why many comments from my Friday post that I was in cash were: “I don’t believe in timing the market”, “I am a long term investor”, “oil stocks will hold in a $90 oil price world”, or the long term oil price outlook is bullish, why sell”. All quiet now.

@DanielMCharter @mhimelson Yes, oil is good down 7% right now? Great if you are shorting.

@RealPeterLinder @mhimelson Iran is already denying what Trump has tweeted. Netanyahu does not want peace. I think oil is good. The Wallstreet journal already confirmed Iran has denied the "deal"

@TheNorseTrader Thank you

@RealPeterLinder All I have to say is you spoke truth last week.

@Ed3463 Over 200% past year

@RealPeterLinder Would you be willing to share the IRR on your portfolio for the last 5 years?

@mhimelson But lose terribly on paper the next few days.

@RealPeterLinder I think selling today will lead to sellers remorse tomorrow. Buying and selling in what the orange man says is more like gambling than investing. Buy oil, hold oil, you will win in the next few months...

@DavidB9715 Not at all, I am actually giving up bad positions to buy soon excellent positions!

@RealPeterLinder Your giving up good positions.

@Profition Most everyone it seems.

@RealPeterLinder Who are those “long term” investors? 🙄

@cactusmaac I can’t understand the logic of “the next few months will show what the wisest course of action was”. This is a ridiculous comment. Why would anyone be so flippant when strong signs point to much lower oil prices and not react last Friday or early this morning by selling half?

@RealPeterLinder It's Memorial Day, most people are off. Also not much point debating this, the next few months will show what the wisest course of action was.

@Pearsonpc I am a richer sheep these days🤪

@RealPeterLinder I routinely accuse you of this, driving too fast, and listening to the bleating of sheep. Are you lion, or are you sheep? 😀

@PurcellGregory Doesn’t matter how long the peace deal negotiations take, simply: Peace deal - WTI $80 No peace deal - WTI $110 You choose

@RealPeterLinder You are likely correct about what the market will do Tuesday morning, but I think we are still far far away from a peace deal, it will take some time for the Trump administration to be willing to make the necessary concessions.

@clayflanagan1 On the contrary, tomorrow will likely be another big down day for Canadian oil and gas stocks as the real selling begins with the return of US investors. Note that I am assuming a peace deal is in the offing.

@RealPeterLinder Tomorrow will be a buy day if down 2-4pct which I suspect. These are gifts. Then I'll sell the rip when up 3-5pct in a week (or maybe two days). These companies still screen cheap but yeah you just trade them. I never go all in cash but I do go to heavy to light