The YouTuber recommends NOV Inc. as a leader in oil and gas drilling equipment and services, benefiting from increased production plans due to high oil prices. The company is also transitioning into renewables, with management forecasting significant growth in its wind division. While shares are fairly priced, he believes it offers upside and safety during inflation.
“NOV is a leader in oil and gas drilling and production equipment as well as oil field services in 61 countries.”