RE:Nuttal mention on bnnAt least he is starting to warm up to natural gas companies , Cautiously of course. He does not seem to know when to get in , yet later he states that he is already accumulating a position in Advantage.
More importantly he also mentions the huge discrepancy in evaluations between large caps and mid caps. That discrepancy is even larger for small caps. Don't forget that Nuttal has previously invested in NVA and Pipe. His route is thru larger closely held holdings. That is probably why he is not interested in Crew for the moment (or is he ? )