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.