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Stifel: EOG, CXO, XEC and PXD are top 4 picks
Posted: Mon Sep 28, 2015 11:52 am
by dan_s
Stifel thinks now is a good time to add high quality large-caps to your portfolio.
http://247wallst.com/energy-business/20 ... right-now/
Stifel energy sector analysts send me their energy sector analysis each day.
Re: Stifel: EOG, CXO, XEC and PXD are top 4 picks
Posted: Tue Sep 29, 2015 6:20 am
by Laurin_DE
Dan,
considering that most tax loss selling is still ahead of us, I wonder whether we will not see further disconnect between the price of oil and gas and that of oil&gas stocks.
so regardless of current valuations, I wonder whether it is not yet too early for buying (back) into the sector.
L.
Re: Stifel: EOG, CXO, XEC and PXD are top 4 picks
Posted: Tue Sep 29, 2015 10:32 am
by dan_s
I am terrible at market timing. What an when you buy is totally up to you. I do think the fundamentals (supply/demand) point to higher oil and gas prices heading into year-end.