Aug. 20 at 7:34 AM
$AJG $IMO $ALL $TRP $BKR Arthur J. Gallagher benefits from insurance brokerage demand, Imperial Oil remains leveraged to Canadian energy markets, Allstate benefits from insurance pricing and underwriting, TC Energy benefits from regulated energy infrastructure, and Baker Hughes benefits from oilfield and energy-equipment activity. I'm watching premiums, oil prices, claims trends, pipeline volumes, and drilling activity.