The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
Natural Resources >> Analyst Interviews >> December 29, 2014

In Expected Oil Market Recovery, Value in Companies with More Operating Leverage

Molchanov, Pavel
Pavel Molchanov joined Raymond James’ Investment Strategy team in 2025, following 21 years (2003-2024) in Equity Research. His work in Investment Strategy focuses on the thematic areas of energy, climate, mining, and agriculture. During the bulk of his time in Equity Research, he covered companies in renewable energy and clean technology, including solar, wind, biomaterials, electric vehicles, hydrogen, power storage, grid modernization, water technology, and more. He has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey, and The Wall Street Journal Best on the Street survey. He graduated cum laude from Duke University in 2003 with a Bachelor of Science degree in economics, with high distinction. In the broader community, he is a member of the Board of Visitors at the University of North Carolina and its Institute for the Environment; a member of the Advisory Board at Cool Effect, an environmental project funding charity; the sponsor of the Molchanov Sustainability Internship Program at the Royal Institute of International Affairs in London; and the sponsor of the Molchanov Climate Communications Prize at the American Geophysical Union. Profile
TWST: In late November, you wrote that you think the oil market and energy stocks are close to bottom. Why is that? Have we hit bottom now, and what do you think 2015 will bring for the oil
Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc
CEO INTERVIEWS
Interview with the Chairman, President and CEO: Runway Growth Finance Corp. (NASDAQ:RWAY)
Interview with the Chairman and CEO: The Real Brokerage Inc. (NASDAQ:REAX)
Interview with the President and CEO: Rand Capital Corporation (NASDAQ:RAND)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Value Fund Manager Backs Build-A-Bear as Margins Improve
Disciplined Growth Strategy Focuses on Free Cash Flow Generation
Emerging Markets Offer Opportunity for Outsized Alpha Generation
ANALYST INTERVIEWS
BDC Analyst: Trinity Capital Positioned to Outperform
Resilience of Higher-End Consumer Bolsters Retail REITs
Shopping Center REIT Has Strong Track Record, Best-in-Class Portfolio
Since 1963
© The Wall Street Transcript 2016, 2025
Terms and Conditions
Privacy Policy