I sold all oil stocks in my portfolio. I didn't do it because I would be bearish on oil prices; I did it so that I could buy a large position in Whitecap Resources (Oil, Gas, Energy, Metals - That's the core of my research.I am a semi-retired former engineer who switched careers in 2018 to focus on capital management. I acquired most of my knowledge about finance and valuation from NYU Professor Damodaran and books like "Margin of Safety" and "The Intelligent Investor."I specialize in fundamental analysis a ...