EOG and FANG are Top Picks by Oakmark Fund Managers

dan_s · Post by **dan_s** » Fri Dec 27, 2019 11:36 am

Watch the video at this link: https://finance.yahoo.com/news/oakmark- ... 05914.html

As he says in his opening statement, even if oil stays flat in 2020 there are high quality upstream companies (like our Sweet 16) that are trading at deep discounts to just their proved reserves (P1).

If WTI firms up in the $60s, a lot of money will rotate into the top tier upstream companies.