Those miners appear overpriced, but we see value emerging in base metals and coal.
We see some values, although we don’t think any of the companies have moats.
We see risks as well as opportunities.
We don't see the cryptocurrency having much effect at this point.
Plus, five takeaways from this year's Electrical Products Group Conference.
Nearly all the E&P and oil-services stocks we cover trade below what we think they're worth.
We think both companies' competitive advantages are sustainable.
Our long-term industry assumptions have grown more pessimistic.
We favor Enterprise Products Partners, Tallgrass, and Magellan.
At this point, it looks like more a blip than a roadblock.