Weekly Stock Bullfinder - Week of 8/8
The business news media seems almost obsessed with this debate and the latest datapoint to prove one side or another’s argument.
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Weekly Stock Bullfinder- Week of 3/28
On Friday, the EU and US announced a major liquefied natural gas deal that will likely have a transformational impact on energy security.
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U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
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New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
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More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
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