From the mile high view, I think we are in a loooong term bull market in commodities and energy, so I like looking for high-quality small and microcaps in this sector (obviously - because they have the most room to grow,).
I like ABP management. I like the way it's been recapped. I like the fact it's quiet.
Sooner or later, we're getting $100+ a barrel oil, at which point...this stock is well in the double digits. |