Evan Calio covers U.S. large-cap E&Ps, integrated oil companies and refineries. Mr. Calio says investor sentiment has improved on the sector, but he doesn’t see a positive consensus outlook looking into 2017. He thinks there will be some tempered performance relative to a pretty phenomenal performance in 2016. Therefore, Mr. Calio is constructive on all the sectors he covers and shares his top recommendations in the current environment.
Full interview available here.
Interview Highlights: Daniel Katzenberg of Robert W. Baird & Co. on Oil & Gas: Independent, Major Integrated, Exploration & Production
January 17, 2017
Interview Highlights: Paul Grigel of Macquarie Group Limited on Oil & Gas: Independent, Major Integrated, Exploration & Production
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Interview Highlights: John P. Herrlin Jr. of Societe Generale on Oil & Gas: Independent, Major Integrated, Exploration & Production
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Report Overview: Oil & Gas: Independent, Major Integrated, Exploration & Production
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