Hess (HES:NYSE; $69.04; 1,000 shares; 2.34%; Sector: Energy): Hess is down more than $20 from its highs, given the strong correlation to oil prices. I will be a buyer when my restrictions are lifted. This company has the best production of the industry group, with huge international growth exposure in Ghana, Asia, Europe and North America. It has one of the lowest valuations in the group and very high EPS growth potential, with limited refining (volatile earnings) and strong upstream results. My target is $84.