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Sweet 16 Picks

Posted: Tue Oct 06, 2015 9:43 am
by dan_s
From Morgan Stanley report on October 6: "Remain selective into 2016. Investor sentiment on energy has weakened significantly since the summer. We see a wide disparity in risk-reward across the group, with no clearly superior opportunity in specific basins or commodity exposure. Among stocks with oil exposure, we prefer XEC, FANG and CLR for drilling catalysts and strong management teams. EQT and GPOR offer the best risk-reward for gas exposure."

EQT has been on my radar screen since EnerCom. We will publish a profile on it in October. - Dan