I don't care for video news, too transient, but this is a quick overview of oil companies and oil service companies for investors with oil at $80. The analyst starts off with Hess as a turnaround story, and if pressed to name one company she would recommend for investors with one oil-related company to buy ... after ... being prompted to say COP ... the analyst clearly stated Marathon (MRO).
The common theme in this interview: oil shale, but did not mention the Bakken by name, but it was obvious it was the Bakken, the Niobrara, and the Eagle Ford
Another common theme: lots of cash is building in the economy, important for these high CAPEX industries.
No comments:
Post a Comment