Conversations with Jaguars – February 4 ($XOP, $EVRI, $MP)

$EOG $PXD $CLR Stay long crude, stay long shale gas producers. The reflation trade combined with whacky supply/demand imbalances will continue to re-rate the sector higher. Bull case for $EVRI which perfectly fits the 3-pronged approach we use in Jag and lookout for a homepage article by Jay soon. Lastly, extensive bull case for $MP which is pure play for rare earth metals in North America.