James Cole, BA, CFA ConocoPhillips COP-N WEAK BUY Jun 12, 2007

Energy remains a favoured sector as oil and gas prices remain up from supply constraints. A large, diversified operator with lower production costs. Trades at 10x, a little expensive, but still high quality.

He remains overweight energy in this name and others. Oil is a great hedge to geopolitical risk, like a flare-up in Iran or the Russian war. Also, we're entering summer driving season. Also, oil will benefit from a rotation into the value trade. Oil companies are fundamentally sound.

They did a golden cross (50-day moving average above the 200). One of the best names in this space.

Strong free cash flow, credit profile and disciplined spending. Chinese demand will rise. Among the best names in energy.

Likes energy space. 
Better options for investors.
Would prefer integrated energy names (refining capability).

Has owned this for a year, still trades reasonably, high free cash flow and low debt. One of the largest, lowest-cost producers.

Has never owned. The only oil stock he owns right now is CNQ.