Stock price when the opinion was issued
Her energy outlook: bullish. If there's a rotation based on valuation, then energy is now attractive. If the Fed cuts rates in the second half of 2024, the 2-year-yield will drop which will benefit dividend stocks like energy. Also, we're in summer driving season and an oil price shock can always happen.
(A Top Pick June 30/17. Up 14%.) He likes the U.S. Energy sector because what he see happening down the road in terms of oil prices. In term of P/E they are pretty attractive out there and he sees the overall U.S. economy doing extremely well.