Shares of this best-of-breed oil servicer may continue to drop.
A new pattern is developing in the natural gas world.
A new Russian hegemony is being planned and executed.
Risk is elevated at the moment, and we must adapt to that reality.
I have no complaints, but this does present a conundrum.
Prices are likely to fall even further before they bottom out.
You have to cast the net wide to find undervalued securities.
A great many traders are ignoring geopolitical or fundamental risk.
Most of the better names in this area are now fully valued.
The upside seems limited; the downside seems limitless.

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