Rob Thummel previews energy earnings and shares his outlook for the sector. He tells investors to watch free cash flow yield, which he expects to improve – and notes that investors can’t get the same in big tech. Everyone should have an allocation in energy because of how “significant” it is in our daily lives, he says, “We’ve always liked the sector because it’s absolutely essential.” Exxon Mobil (XOM) and Chevron (CVX) are on deck this week.

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