The upcoming OPEC meeting at the end of this month is creating uncertainty for the E&P sector, says Tim Rezvan, senior analyst at Mizuho. Rezvan noted that the latest quarter was fairly bullish for those energy companies, with E&P firms saying they can drive production growth next year in a $50 a barrel oil price environment. But Rezvan says what happens next with OPEC will determine where prices are headed, and there is a risk they could trend lower. He says companies have improved their efficiency levels, which has helped them manage in a lower price environment. Rezvan's top stock pick in the E&P sector is Energen Corp (EGN) , a mid-cap producer operating in the Permian Basin, and his favorite stock in the natural gas sector is Rice Energy (RICE) , which he says has significant room to run higher.