- Chevron Corporation (CVX)
- Hess Corporation (HES)
- ARC Resources Ltd. (ARX)
- Whitecap Resources Inc. (WCP)
Q: Hello Folks:
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian
The oil and gas sector has provided good upside compared to tech and other segments.
Consequently we now have oversize exposure to this sector 20-25% weighting.
In your opinion have we seen most of the upside from this sector and perhaps should move some money elsewhere; particularly CVX, WCP, ARX and Hess? What is your opinion and also of which sectors have most upside?
Thanks for your great service!!!!
brian