Search results

@resjudicata So midstream encompasses many different subsectors. I'd personally lean towards pure play refiners (PSX for instance). However, if you're looking for energy infrastructure/transfer/equipment, AMLP looks fine. I would likely stay away from pure play service companies like equipment...

@a_aron1011 Herein lies the premise of your entire thesis. If you're betting on crude producers, you're essentially betting on a continued trend of secular economic growth. I don't have a view of O&G producers, but that seems a little ambitious given the circumstances. Add to that the fact...