Stock price when the opinion was issued
Energy has been the worst sector YTD and QTD, but he remains long energy. The fundamentals are in place. Natural gas is up 16% this quarter, though -70% from last year's high, but we seeing a bottoming in, which is why he bought EQT in the low-$30s and is approaching $40 now. Nat gas may be a better trade than crude oil.
His top choice in US pure-play natural gas production. Is up 51% the past 12 months. He likes it even without the new EU trade deal.