How would you play energy from here?
Guys, keep up the good work! Last Wednesday's webinar was very interesting. I've played the energy theme through PLS, WDS and WHC. In an attempt to avoid being greedy and manage risk, I sold all three positions at different times over the last two months. I see conflicting signals in the energy space (particularly oil/gas) and I'm pondering if and how to re-enter the energy trade. Is it too late to get back into thermal coal via WHC or New Hope?