Remain the highest-quality player in oil and gas service but not as exposed to offshore drilling and fracking which may be why they're being hit these days. If you hold, don't panic. If not, maybe don't buy now. Current price targets will fall.

Largest oil service company in the world. Generally, tracks how oil and gas exploration is doing. Probably decent value now. 

Sell Halliburton (HAL-N) and buy Schlumberger (SLB-N) to avoid the superficial tax loss? This is one way of doing it. The rule is that you can't buy back the same security within 30 days. He prefers Halliburton.

(A Top Pick May 20/16. Down 10.89%.) This space has been pretty horrendous. At that time, oil prices were moving up and were looking better. He sold his holdings.

He would be a buyer. Energy and fossil fuel prices are way down. There is less need for the insular services that this company provides. The area is cyclical. With lower prices, ultimately production shrinks to the point where prices come back and the cycle starts again. This company is considered the Cadillac of the oil services field.

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

(A Top Pick Feb 6/15. Down 24.14%.) Sold this in late July/15 at $87-$88. Results just released were a little bit better than the street had expected. Well-run company. Yield of around 3%.