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To capture a quick upward move in oil prices, it's probably best not to overthink it.
As U.S. crude exports surge, this is the most obvious play.
Look for beaten-down stocks that are trading at discounts to the value of their assets.
More production will mean lower oil prices.
Majors like Royal Dutch Shell and independents like EOG Resources are buying up prospective Texas acreage.
I continue to believe oil prices are forming a bottom.
The Hart Energy Conference should provide a wealth of information.
A couple of fast-growing companies are hot.