Basic Energy Services will continue to outperform because the lack of excess equipment in the Permian Basin is raising its pricing power, said Brian Bradshaw, portfolio manager for the BP Capital Twinline Energy Fund. Bradshaw is also bullish on Valero's stock despite its flat performance over the past year because the surge in domestic oil production is heightening demand for additional refining capacity. Finally, Bradshaw is positive on shares of Century Aluminum because lower energy prices - especially natural gas - are enabling the company to cut costs while aluminum demand from automakers continues to soar.

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