The price of oil has been wavering, but natural gas has been obliterated. CTRA is now Coterra Energy, and it receives 59% of sales from nat gas. One of the lowest-cost producers in the world. Pays a 3.1% dividend yield and buys back a lot of shares
Has a lot of natural gas operations. He likes nat gas. Crude prices are the same as a year ago, but nat gas is up 50% and looks strong for 2023. He keeps adding to his position.