IB Net Payout Yields Model

Looks Like $55 Is The New Level For Shale Oil

Interesting research from Global Hunter Securities suggesting that a lot of shale producers are willing to increase capital spending when oil sits around the current WTI prices of $55. If so, this is bullish for airlines, consumer stocks, and even oil services firms. The move is bearish for E&P firms needing oil prices above $55.

Disclosure: Long airlines and oil services firms. Please review the disclaimer page for more details.


Popular posts from this blog

Aurora Cannabis: Deal Or No Deal

Celsius: Unaltered Growth Story

Hims & Hers Health: Still Firing On Strong Cylinders