In short: No current view — the call he is proudest of for working "correctly both ways": a sell recommendation on operational disappointments took the stock "from 85 to 50," then "we double upgraded it from sell to buy at 50." Cited as evidence that a differentiated call has to be willing to be wrong, and round-trippable.
Another career anecdote, not a current view. Murti put a sell on Amerada Hess after operating disappointments and the stock fell from about $85 to $50 — then he upgraded it two full notches, straight from sell to buy, at $50.
He tells it because most analysts never do the second half. Downgrading is uncomfortable; publicly reversing to a buy on the same name, at the price your own bearish call helped create, is harder still and invites the accusation of flip-flopping. His point is that a rating is supposed to be a statement about price versus value, so when the price has done the work the rating has to move — "I take a lot of pride in having called it correctly both ways."
17:53What is going to happen next? I became probably best known for the oil call. Oil is going to go from 20 to at least 105, what we called our super spike call. But there were actually some company specific calls we made previously. We had actually a sell recommendation on Amerada Hess when they had some disappointments and it's a call where the stock went from 85 to 50.
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