Evan Calio covers U.S. large-cap E&Ps, integrated oil companies and refineries. Mr. Calio says investor sentiment has improved on the sector, but he doesn’t see a positive consensus outlook looking into 2017. He thinks there will be some tempered performance relative to a pretty phenomenal performance in 2016. Therefore, Mr. Calio is constructive on all the sectors he covers and shares his top recommendations in the current environment.
Full interview available here.
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