Oil and gas stock investor Joshua Young on $90 WTI oil, small cap oil and gas and shale | S07 E10

Bullish:

• $OIL - Oil prices are likely near a cyclical bottom, based on similarities to previous market bottoms and current production trends.

  • “I think we're very close to if we're not at a bottom for the cycle because of the similarities to other bottoms, as well as what we've seen with the production trajectory.”

    Joshua·8:01
• $NATGAS - Natural gas demand is outpacing supply, creating a bullish outlook for the commodity.

  • “And then for natural gas, demand is booming and supply is not.”

    Joshua·8:33
• $OILSERV - Oil services companies may benefit from current market dynamics, including higher gas prices and flattening production despite low rig counts.

  • “We're seeing it already on the gas side where gas prices are higher, but the rig count isn't up much and production has sort of flattened out.”

    Joshua·5:32
• $VALUE - Value equities are expected to perform well in the long term as current multiple contractions eventually reverse.

  • “I think that, you know, this too shall pass when it comes to to those type of, contractions and multiples. And, you know, eventually, the business results at the very, very end of the day will will outweigh it.”

    Jake·57:17