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Perspectives on the energy sector

For those of you who may be weighing the investment pro's & con's. From Artisan Partners:

https://www.artisanpartners.com/content/dam/documents/insights/vr/Perspectives-on-the-Energy-Sector-vR.pdf

Comments

  • Thanks for this, Mark, very interesting. I've been actually looking at Callon Petroleum's stock.
  • "I've been actually looking at Callon Petroleum's stock."

    At a PE of 42 vs AAPL @13? You must be expecting one heck of an earnings improvement.
  • @old_joe, Agree. Oil price may have further to decline given the global economy is slowing. At $110 and PE 13, Apple is becoming quite attractive.
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