Resurgence: 6 Trade Ideas For U.S. Energy Cycle
Summary
- Six trades to capitalize on the US energy cycle.
- Our view is that the interim commodity cycle is maturing. Oil has been a laggard compared to its cousins copper, agriculture, and lumber. Oil has been setting up the push.
- With the following names, we are looking to leverage our exposure over this trade duration (3 weeks to 6 months) with creative alpha strategies.
Analyst’s Disclosure:I am/we are long MRO. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Long: SM, OAS, CDEV, MGY, MRO
Short: LPI
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