Mike Kelly, managing director and senior analyst for Global Hunter Securities, gets perturbed by his self-confessed pet peeve. When asked a question about the number of companies able to generate free cash flow currently, he responded, “Free cash flow is the new trend today; everybody seems to be solving for free cash flow and returning money to shareholders. And it kind of drives me nuts.”

Kelly shared his thoughts along with three other capital providers in a roundtable discussion at Oil and Gas Investor’s A&D Strategies and Opportunities conference in Dallas in September.

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