EOG Resources, Inc., is among the five stocks included in the Energy industry sector on our Most Favored Issues List (“MFIL”), the roster of stocks from which we form the portfolios of new clients. Most of the other Energy stocks on the MFIL are household names: everyone knows ExxonMobil and ...
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The price of oil has collapsed from about $106 a barrel at the start of the third quarter to about $65.50 a barrel today. That’s a big move. Were prices to stay down, the consequences could be equally big. Junk bond funds probably have the most exposure, at least in the short term. As much ...
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In this month’s quarterly appraisal letter, I mentioned that a member of our investment team, Matthew O’Brien, Ph.D., has written a new piece of research about the implications of the ongoing revolution in domestic energy production. Below is a summary of the report. Please ...
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