Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Production increases along with demand for cleaner-burning fuel has Spectra Energy CFO Patrick Reddy excited about the firm's prospects.
Experience and expertise keep projects on time and on budget, says CFO Pat Reddy.
Value investors interested in taking a position in beaten-down natural gas have to deal with the contango headwind.
Part 2 of a Q&A with Mihir Worah, head of PIMCO's real return portfolio management team.
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