America's revitalized energy sector is reshaping the U.S. economy. Strategies Four energy plays we like: EOG, Whiting, Oasis and Continental
Lower natural gas prices will improve the competitiveness of US industry. Strategies We like industrial stocks heading into 2013
We're high on manufacturing companies that are attractively priced and enjoy global footprints. Strategies We’re buying industrials like Cat, Deere and Cummins
The increased production of natural gas liquids such as ethane, propane and butane has lowered the input costs for the chemical industry. Strategies We’re bullish on industrial and energy stocks
Domestically produced shale oil is quickly becoming less and less attractive from a price standpoint compared to foreign produced oil. Strategies The spread between US shale oil and foreign crude is …