他重点提及的股票包括 Valaris (VAL.US)、Cenovus Energy (CVE.US) 和 Ensign Energy Services (ESVIF.US);同时提醒，埃克森美孚(XOM.US)和雪佛龙(CVX.US)等大型一体化生产商目前的估值已相对充分。
这位投资者还对黄金和白银开采商表示乐观，并重点提到了 SSR Mining(SSRM.US)以及相关交易所交易基金(ETF)，包括 VanEck 黄金开采商 ETF(GDX.US)和 VanEck 初级黄金开采商 ETF(GDXJ.US)。他认为，即使贵金属实物价格仅仅维持在当前水平附近，采矿股也有望继续跑赢大盘。
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