Energy expert Dan Dicker sits down with TheStreet’s Stephanie Link and compares notes on the super-hot energy patch. Dicker and Link agree that much of the profit in the hot shale plays in the United States have already been realized and both are searching for value elsewhere in the patch. Link prefers Marathon Oil (MRO), an integrated company that has recently spun off its refining assets, while Dicker continues to own Noble Energy (NBL) and Devon Energy (DVN) and one other, more speculative stock: Halcon Resources (HK).
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