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"Many experts believe that oil prices are at unsustainably low prices now, and they expect a sharp rise in the commodity price as supply and demand come back into line again," says turnaround expert George Putnam.

In The Turnaround Letter, he suggests, "If oil does begin to rise again, the oilfield service stocks could rebound sharply." Here, he takes a look at large cap plays on a rebound within the oilfield services sector.

The Chubb Corporation (CB), through its subsidiaries, provides property and casualty insurance to businesses and individuals. The company operates through three segments: Commercial Insurance, Specialty Insurance, and Personal Insurance.

On April 28, The Wall Street Transcript interviewed Dmitry Silversteyn, a Senior Analyst with Longbow Research covering the chemicals industry. Key excerpts, including his sector picks, follow:<!--more-->

TWST: Where are you pointing investors at this point? What names are at the top of your list?