Two Energy Stock Ideas—One Big, One You’ve Probably Never Heard Of

In a special Energy-focused edition of “The Macro Show,” Hedgeye’s Director of Capital Allocation David Salem sat down with Energy analyst Fernando Valle to highlight two of his top long-term picks.

One is a major player in the space. The other? A niche name with long-term contracts and turnaround potential.

“It’s more under the radar,” says Valle. “But you’ll see meaningful upside and solid distribution.”

Watch the clip to get both names—and the reasoning behind each call.