$EXE

U.S. energy stocks trading 20-40% below fair value with 2-4% yields appear positioned for gains as Q1 earnings approach, supported by elevated oil prices and geopolitical tensions.

Seven energy stocks trade at historically low 7x-11x forward P/E ratios despite $90+ oil, creating potential opportunity if Strait of Hormuz crisis persists.

Disciplined Growth Investors reduces InterDigital stake by $64.3M after 70% stock surge, trimming position from 4.95% to 3.71% of assets while maintaining $193.9M exposure.

Azul Resources II secures equity backing from Carnelian Energy Capital for shale development in Haynesville and Bossier plays across East Texas and North Louisiana.