Natural Resources >> Sector Roundtables >> May 31, 2010
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
Phil Dodge, CFA, joined Tuohy Brothers Investment Research, Inc., in May 2009; he is a Senior Energy Analyst with a primary focus on companies in the E&P and oil service sectors. Mr. Dodge has an MBA from Harvard University and was previously an Energy Analyst at Merrill Lynch, Donaldson, Lufkin & Jenrette and most recently the Stanford Group. He is an 11-time member of the Institutional Investor "All-Star Analyst" team and a six-time member of The Wall Street Journal's "Best on the Street" survey.Robert Morris joins Citigroup Investment Research & Analysis from Outpost Investment Group, where he was an Energy Trader and Portfolio Manager. He has more than 25 years of experience in the financial services and energy industries, having served as a sell-side Analyst from 1994 to 2007 with Paine Webber, Salomon Smith Barney and Bank of America Securities. Mr. Morris is a respected voice in the sector, ranking number one in the Institutional Investor poll from 2002 to 2007, and number one in the Greenwich Associates poll from 2003 to 2007. Previously, Mr. Morris worked in the energy sector as an Independent Consultant and with firms such as Wolverine Exploration and Mobil Corp. He holds an MBA from Harvard Business School and a B.S. from Colorado School of Mines. Profile
TWST: We seem to have a divergence here between oil prices and gas prices. What does that mean for this space?
Mr. Dodge: It means that a lot of companies are shifting their focus from natural gas to