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MarketFoolery

MarketFoolery 04.15.14

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 15 April 2014

⏱️ 16 minutes

🧾️ Download transcript

Summary

We discuss the energy industry landscape, including Big Oil, natural gas, solar stocks and more with analyst Taylor Muckerman. Plus we look at Chesapeake Energy one year after Aubrey McClendon left the CEO office.

Transcript

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0:00.0

It's Tuesday, April 15th.

0:03.7

Welcome to Market Foolery.

0:05.0

I'm Chris Hill joining me in studio today from Fool.com,

0:08.0

Taylor Muckerman.

0:09.2

It's Industry Week.

0:10.4

Are you excited?

0:11.1

I am, my first mono-E-Mano market foolery. Let's do this. We're

0:16.6

talking energy today and yesterday when I was talking with David Hanson about financial services and banking. I gave him my moronic, I shouldn't

0:28.6

say moronic, my largely ignorant view of the industry separating it into three buckets.

0:34.6

It's one I know very little about as well compared to those guys.

0:38.2

Well, but for the energy industry, how many buckets are there?

0:42.1

I can't imagine there's a way to easily separate all that how do you view for someone

0:47.6

who is just coming into this because and I said this yesterday Ron Gross is the one who said anyone who has a balanced portfolio, a diversified portfolio, they should have some energy exposure in there.

1:01.0

So if you're someone who's looking at your portfolio

1:04.0

saying well I don't really have any energy, first what is the way to how do what is

1:08.8

the way to look at the energy industry writ large? Obviously there's big oil companies

1:12.8

yeah the ones you know that you get your gas from at the pump

1:15.0

yeah like an Exxon or a shell what else

1:17.6

well so you can basically lump these in you could break it down

1:20.8

any myriad of different ways but

1:22.4

i look at integrated oils like

1:23.9

the Exxon and the Chevron's and Royal Dutch shells which they do everything they've

...

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