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This is NOT 2008 | Harris Kupperman
Forward Guidance
Investing in Oil Futures and Options
Kapi: I'd much rather own the companies that are going to be beneficiaries of all this spending, especially because those companies have really been crushed during the seven year bear market. He says he has recently bought one producer and it's kind of odd for him to be buying a producer because he's not really big fans of producers. "I found most oil executives to really be focused on how much oil they're producing," Kapi says.
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