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Halliburton Company (HAL $22.11)
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Nordic American Tankers Limited (NAT $2.77)
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Q: Do you see any second derivative opportunities to the current bull market in commodities? More specifically, are there any tanker shippers you favour in this environment, like NAT and TNK, or dry bulk shippers, like DSX or SBLK? With the possibility of a reinvigourated US oil and gas industry, what are your views on service companies such as HAL, SLB, and BKR? Thanks.
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