John Segner
John Segner
next optimistic
I'm very optimistic for the next 18 to 24 months.
cheaper decent oil pay
They're cheaper than oil drillers and services, and they pay a decent dividend.
capacity growth next
Even if growth slows, we're not going to have significant additions to capacity in the next 12 months.
capital companies earnings growth increased net oil year
You'll see increased capital spending. Even if oil does go to $50 a barrel, these companies are going to show net earnings growth year over year.