Conoco job cuts should've been anticipated but magnitude was surprising, says Roth's Mariani

Kaneko Phillips remains one of Leo Mariani's top picks in the oil patch. He's a senior energy research analyst at Roth and he joins us now. Leo, thanks for joining us.I mean, these headlines, we suspected job cuts were coming. Kico talked in January about job cuts. These were, I think, larger than at least I expected.What about you. And does it change the way you view the company. Yeah. Yeah.So, look, I think to some extent uh some of the job cuts should have been anticipated. On their second quarter earnin ...