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My Rambling Investment Thoughts - 11/14/19

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@cakemonster
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The stock market here in the US continues to hit record highs, and yet there appears to be a widening gap between sectors that are doing well and those that are not.

Oil & Gas in particular has been in a wild tailspin downwards as the abundance of oil supply continues to outpace demand. Fears of a recession amidst an energy supply disruption found in shale plays continues to stall out the sectors potential.

A few wildcard hail-marys to consider:

  1. UNT - Unit Corp.
  2. CHK - Chesapeake Energy Corp.

A leading shale driller and a huge natural gas company, both highly leveraged and in choppy waters when it comes to debt loads. But can asset sales and a low interest rate environment save them?