New year, new opportunities

2014 has not been a good year for me. For the first time in 5 years, I suffered losses to my portfolio. I have since studied my mistakes, and will be more focused in my trading and investing in the year ahead.

For 2015, I see opportunities in the beaten down Oil & Gas sector. Although prices could continue to fall in the next few months, I see oil prices rising back to $100, once the oil industry recognizes that it is not so lucrative to sell oil at current prices. Geopoilitical instability in the Middle East and growing global demand could also push oil price back up. Counters I am monitoring are:

Company	Business	Share Price (as at 28 Dec)	PE	Yield
Ezion	Owns and operates liftboats	1.16	6.6	-
Keppel Corp	Builds rigs	8.75	8.4	4.9
Sembcorp Marine	Builds rigs	3.25	11.7	3.5
Swissco	Operates rigs and offshore support vessels	0.53	5.2	1.9