Brent Brynn, Are We Going to Get a Catch Up Trade in Energy?

Brynn Anderson: Are we going to get a catch up trade in energy? She says the onshore rig count is down almost 90 rigs year over year. Free cash flow yield is still around 12% for the industry, she says. "I think it's a great time to be adding this to the portfolio and then enjoy that high free cash flow"