Global Energy Stocks Are Breaking Out -- Buy
In today's report we lay out what we believe is a compelling case to add exposure to global Energy stocks at current levels.
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U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
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Competing Bids for Anadarko Finally Break the Calm in the Upstream Oil & Gas M&A Market
The unfolding bidding war for Anadarko Petroleum (APC US) is heating up a dormant upstream oil and gas M&A market that had been experiencing a...
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U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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Oil Majors Results: The Main Take-Aways. We Are Positive on Hess, Valero and Chevron
A number of the largest oil companies in the U.S. and Europe reported results last week including Exxon Mobil (XOM US) , Chevron Corp (CVX US) and...
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