Amit Mehrotra of Deutsche Bank joined host John Kingston for the Drilling Deep podcast to talk about the just-completed earnings season. 

A few companies are on his discussion list: Saia (NASDAQ: SAIA), Old Dominion Freight (NASDAQ: ODFL) and Kansas City Southern (NYSE: KSU), among others. He reviews them in a compelling discussion.

Also on the podcast: Kingston talks about the contraction in upstream oil exploration spending and what that might mean for oil prices several years from now. 

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