Click here for more investment analysis with stock recommendations from Stephen Leeb, in Complete Investor.
Leeb foresees Schlumberger delivering strong earnings growth through the end of this decade and into the next.
Leeb has Hess (nyse: HES - news - people ) as his top pick in this group.
Leeb says that the market has not fully recognized the constraints on the oil supply in Venezuela, Iran and Kazakhstan.
While Leeb is confident about the long-term outlook for energy prices, he will not set a specific short-term price target.
In fact, Stephen Leeb, editor of the Complete Investor, ran the numbers and found that corrections can actually be quite helpful for the market.
The group most favored by Leeb is oilfield services companies, which he thinks will do especially well, almost regardless of the price of oil.
Berkshire, which acquires undervalued companies that it believes represent great value relative to future earnings growth, should be one of the core stocks in any portfolio, Leeb advises.
FORBES: With Economy Chugging Along, Rail Stocks Seen As Best Transport To Higher Gains
Gold has acted strangely since the January 2013 release of the proposed Basel 3 liquidity regulations, writes Stephen Leeb of the Great Speculations blog here at Forbes.
Also, on this side, we have got Leigh Gallagher from Fortune magazine, economic Stephen Leeb, and Christine Romans, co-host of CNN's "Your Money, " my co-host on that show.
CNN: Transcript of June 'CNN Money Summit: Money & Main St.'
Stephen Leeb , editor of Personal Finance, recommends taking a chance on junk bonds via a well-managed fund like the PIMCO High Yield Bond Fund ( PHDAX) .
Suntech is Leeb's latest investment idea to tap into his "Chindia" theme, which seeks superior returns from investing in companies that participate in the modernization and expansion of China and India.
"During the past 65 years, sharp 10% declines that occurred over the course of a four-week period, like the one that the market has just experienced, were typically bullish, " says Leeb.
Union Pacific, which owns the Union Pacific Railroad, the largest U.S. railroad in track miles and total revenues, is one of the few industrial stocks trading well above their all-time highs, notes Leeb of the Complete Investor newsletter.
FORBES: With Economy Chugging Along, Rail Stocks Seen As Best Transport To Higher Gains
Stephen Leeb, president of Leeb Capital and editor of the Complete Investor newsletter, recommends taking advantage of a pullback in shares of Wuxi, China-based Suntech Power Holdings to buy into two investment themes at once: China and green power.
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