When looking to invest in drillers, Sterne Agee's Tim Rezvan likes companies that can earn positive results at $80 oil and are achieving traction on expense reductions. His favorites are Gulfport Energy (GPOR) for its exposure to the Utica shale and coming steep production ramp, and Energen (EGN) after receiving little share price reward for a subsidiary that could be attractive as a spinout.
When looking to invest in drillers, Sterne Agee's Tim Rezvan likes companies that can earn...
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