kipp440 I think Groppe is really smart. I like to hear a long term view that seems to be backed by study and experience.
As you state, the sector seems right and increases in production are important because that is what is going to offset any price volatility. If oil goes up or down 10 or 20% but our drillers double production, we are still making more and our stocks should do fine. If they do more than double production, we should be smiling on the way to the bank!
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