John Segner
John Segner
energy fact last negative people perfectly quarter stocks throwing year
These stocks were grossly oversold last year and the first quarter of 1999, to be perfectly frank. People were too negative and they were throwing out the fact that we do need energy in our society.
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.
crude oil premium risk
The risk premium for crude oil just went up.
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.