The Energy Report: In your last interview with us, you talked about your firm’s fair-value metric philosophy for evaluating which stocks look like good investment candidates. How has that worked out over the past year and a half?

Sid Rajeev: We are strong believers in fundamentals analysis. Short-term price movements are typically controlled by speculation and a lot of hearsay. It’s easier to identify good investment opportunities through fundamentals analysis, especially with a one-year minimum investment time horizon.

TER: How does the current … [visit site to read more]