Several "givens" being spouted by pundits are all wet.
My vehicle of choice is MLPL.
I'm looking for buy triggers in this one.
At these oil prices, investors need to differentiate.
We could see a continued snapback in energy-related names.
Schlumberger had been a bargain during the October dip.
You have to keeping looking at oil for a bottom.
We believe an independent California Resources will be a long-term winner.
Groupthink on a coming oil collapse is, well, just groupthink.
In part two, we look at possible problem players in the Bakken.

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