We're diving into oil and gas earnings on this energy edition of Industry Focus.

Greetings Fool's, I am Sean O'Reilly here at Fool Headquarters in Alexandria, Virginia.

It is November 5th, 2015. Boy, we got a new month here going guys, I didn't even notice.

And with me for the first time and over two weeks is

Tyler Crow and Taylor Markerman I say the game back boys yeah we're here a

little bit a little bit more complete show I guess huh yeah a Yeah, a little bit. We had a good time. I don't know. It was fine. So we're now in the thick of earnings season and I don't know, it's only been a couple of weeks, but we've missed a bunch of releases. So first off, I'm anxious to get your guys' thoughts

on what companies have impressed you so far

this this earning season?

Well, so I was talking with Tyler

before the show about Sam producers and I had gotten my company's

mixed up.

I thought it was Carbo, it turns out it was U.S. Silica so I went back and looked and yes

indeed. One Sam producer actually did do fairly well this this quarter

despite a terrible quarter for their energy and materials

the sector yeah yeah they had the best quarter, and it says in 115 years for its industrial and specialty

products distribution line.

So it just shows the advantage that you have with diversification, kind of like how we've been talking

about looking at oil majors in a supremely down market because they offer natural hedges whereas

this company seems to be doing quite all right even though you

look at the 52 week chart and you think that the management is probably

hiding in a hole somewhere they've been performing outside of their biggest

segment which is obviously oil and gas.

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