I'm watching my O & G names ratchet down day after day. I'm uncomfortably heavy in AMPY, EGY UNTC and various related Co.s including a big position in AROC and smaller positions in drilling services TDW and shipping including INSW, NVGS, NMM and others.
I think it might be time to scale back, especially in EGY which doesn't have the beta catalysts of AMPY or the sale of property bent and drilling services of UNTC. This is kind of an aggressive call as I think EGY is favored by both Darren and Marshall.
Board is open
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