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Markets. Crude oil came down below $41 this morning. Everyone is watching the 200 day and seeing if it holds. It seems to have held so far. The inventories of Gasoline are a concern. Inventories are high because demand for fuel oil last winter was weak. Over the next couple of months refineries will go down as normal and normalize demand. This is a short term impact. Production of oil is down around the world. Summer is typically a crummy time for oil. He calls for $60 crude in 2017 and $65 in 2018, by which time the world will be short oil. He is going to deploy cash he is sitting on this fall.

Has struggled with base decline rates. They are undergoing a credit line review. If you get a 20 or 30 cent bump then sell.

He sold a month ago. Sentiment got bad regarding the peak of auto sales and Tesla as a competitor. He would hold on to it. It is slow growth. If they bring down costs then there is margin expansion. He plans to revisit it in a couple of months.

It had a massive run. It still needs $60 to tread water. The market does not appreciate the significant challenges they still face.

They did an asset acquisition off ECA-T. They de-levered their balance sheet. They diluted a major shareholder. They extended their inventory by many years. He estimates it is trading at a PE of 6 and should get re-rated to 7.

Good sensitivity to oil without the financial leverage. Decline rates are low.

One of the largest children’s content owners. They get paid every single time a child watches a show. They have a significant YouTube strategy.

He usually buys oil spills and fires. But although this one is cheap he would go for the mid-caps. They have better balance sheets, better economics, can grow faster yet trade at a discount at present.

It is in the penalty box as they had a bad quarter after a CEO transition. He is looking for improvement in the sustainability of the dividend and some cost rationalization. It is a ship that is turning in the right direction. It may take another quarter or two. Wait for the next quarter.

SU-T is 28% of the index. As oil sells off, people flock to this one. The stock was inflated and now as it rebounds, the risk seeking money will move to other names. They just did a decent quarter based on refining gains.

Sell it and buy almost anything else. The management team has tripped and fallen so many times.

The stock is undervalued on a relative and absolute basis. They spread themselves out more than some are confirmable with. People have strong confidence in the management team. Buy it on a pullback.

Not a name he would own. They did a highly admirable job of deleveraging and doing a streaming deal on their oil. Everyone knows the catalysts that have come and gone and now no one cares. Everyone knows it is cheap and yet nothing is happening. He would look to others.

He owns it for the yield. They do camps and rentals for construction. They raised capital recently to expand their business in construction. It is a lot less volatile than the oil business. The oil and gas industry wants to put money back to work.

People are warming up to nat gas. Oil rig counts are down and gas is a byproduct of oil exploration. Last week’s storage of nat gas was the lowest in 10 years. It is a hot summer. They are coming out with two exploration well results when they report next week. You have a management team that holds a lot of stock. Their debt is a little higher than many peers, but he does not view it as a problem.