Does your analysis still support an oil rally into March? Take a flyer on RTE.V. I have a little house money on it. It is managed by the people who founded tristar oil and gas.
45 week low on oil coming in on cue. We may have a few more days of sideways or not. Crude is up $3 off its Monday low. I am positioned long having accumulated oil and gas equities in the last week as well as some drillers. I blew the natgas trade this month being in too early, but made up for it with these entries. Long USO from Friday @ 35.5. I'll add more from Monday onward and maybe some leverage.
Canadian plays SU, ECA, CVE, NXY, HSE, AET.UN, COS.UN and drillers PD.UN (PDS), CET.UN. Long all these with good entries.
Once crude confirms the low, it will be up into the spring IMHO.